Colordo Springs, CO Office

Colt Miles is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and AXA Advisors LLC. In addition to his advisory role, he provides freelance coaching and consulting services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Amber Phillips is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at USAA Investment Management Company and various USAA financial advisory affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Shawn Dickerson is a financial advisor with Charles Schwab in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at USAA in various capacities, including USAA Financial Planning Services and USAA Investment Management Company, between 2012 and 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by strategic asset allocation models and a centralized operational structure.

Larry Briscoe is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at USAA Investment Management Company and various USAA financial planning and advisory entities from 2007 to 2020. He is based in Colorado Springs, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from its financial research center.