Contact us
Find your sales representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.
We look forward to speaking with you.
Sales Representatives
Find your representative below.

Sergio Lovato, CIMA®

Laura McDowell, CFP, CIMA®

Jake King

Chris Schneider, CIMA®

Shane Smith

Paul Scudellari, CFP®

Devere Jones

Andrew Torok, CFA®

Sam Lashin

Ned Seitler

Kristine Warner
Advisors affiliated with banks or broker-dealers
Sales management
Neil Hickey
Director
617-960-5217
Email
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Sales Representatives
Find your representative below.
National Account Executives
To request more information about our investment products, please contact:
Laudus Funds
P.O. Box 219975
Kansas City, MO 64121-9975
Kansas City, MO 64121-9975
800-447-3332
Schwab Funds
P.O. Box 219647
Kansas City, MO 64121-9647
Kansas City, MO 64121-9647
800-407-0256