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Contact us

Find your regional 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.

General: 877-824-5615


RIA sales management

Greg Laurence, CIMA, CFP®
Managing Director
312-517-4025
greg.laurence@schwab.com

Matt Kuss
Regional Director
Wasmer Schroeder™ Strategies
332-215-0927

RIA Sales Representatives

Find your regional representative below.

Download Regional Map

West

Laura McDowell, CFP, CIMA®
Regional Director
415-667-6322
Kristine Warner
Regional Investment Consultant
312-517-4076

Mountain

Sergio Lovato, CIMA®
Regional Director
720-418-2183
Andrew Torok, CFA®
Regional Investment Consultant
312-517-4450

Southeast

Paul Scudellari, CFP®
Regional Director
404-364-3072
Shane Smith
Regional Investment Consultant
720-418-3824

Midwest

Chris Schneider, CIMA®
Regional Director
312-517-4097
Devere Jones
Senior Regional Investment Consultant
312-550-6486

Northeast and Mid-Atlantic

Jake King
Regional Director
617-261-7978
Ned Seitler
Senior Regional Investment Consultant
516-584-6861

Advisors affiliated with banks or broker-dealers

Sales management

Kristin Gibson

Kristin Gibson
Head of Intermediary Sales
O: 720-418-5178
kristin.gibson@schwab.com

Sales Representatives

Find your regional representative below.

Download Regional Map

Phil Heyer
Relationship Manager Divisional Lead
720-418-2874

Joe Cali, CIMA®, CPWA®
National Sales Manager Divisional Lead
720-418-5179

Dean Johnson, CFP®, CIMA®
Relationship Manager Divisional Lead
720-418-5097

Brendan Coleman
ThomasPartners Consultant
781-591-3366

National Account Executives

Gail Goulet
610-971-6599

Chip Norton
Chip Norton
610-908-9740

Joe Tedesco
636-628-8947

Jackie Zelenko
301-204-3980

To request more information about our investment products, please contact:

Laudus Funds
P.O. Box 219975
Kansas City, MO 64121-9975
800-447-3332

Schwab Funds
P.O. Box 219647
Kansas City, MO 64121-9647
800-407-0256