Lone Tree, CO 9899 Schwab Way Office

Rockford Wirth is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Brokerage Services, JPMorgan Chase, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investment offerings.

Abdul Jaleel Awini is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at Empower Financial Services, NYLIFE Securities, and New York Life Insurance Company, among other roles. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Brady Bruns is a financial advisor with Charles Schwab who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2006. 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment process.

Nathan Wankel is a CFP® certificant with two years of industry experience, currently serving at Charles Schwab in Lone Tree, CO. His prior work includes roles at Charles Schwab Bank and New Heights Investment Group, among other positions outside the financial sector. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized custody, brokerage, and alternative investment due diligence.

David Artusi is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2010. Outside of his advisory role, he serves as president of The AdAmAn Club, an organization that organizes an annual climb up Pikes Peak on New Year’s Eve, and is a board member of the Trails and Open Space Coalition in Colorado Springs. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and integrated custodial and brokerage services.

Garrett Waltermire is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2019. Prior to joining Schwab, he was at the University of Colorado Boulder from 2013 to 2017. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts managed by an affiliate, and it operates a multi-asset model portfolio approach supported by dedicated research and alternative investment offerings.

Jerry Ho is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Charles Schwab, he worked at Northwestern Mutual and has experience in the restaurant industry. He also owns and manages a rental property. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Timothy Chommala is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 credential and has been with Charles Schwab since 2017, including time at Charles Schwab Bank, SSB. Prior to Schwab, he worked at Mercedes Benz of Westminster and Nordstrom. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and a formal alternative-investment process.

Joseph Mccleskey is a financial advisor with Charles Schwab in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Mccleskey has worked at Charles Schwab and Charles Schwab Bank since the early 1990s and mid-2000s, respectively. 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 guidance using multi-asset model portfolios and conducts due diligence on alternative investments via its Alternative Investments Select program.

Nathan Gill is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Zacks Investment Management. He also has brief experience in roofing and insurance sectors. 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 affiliated discretionary strategies and a formal alternative-investment process, serving a large client base with integrated brokerage, custody, and advisory services.

Regan Kerr is a Series 66 credentialed financial advisor with Charles Schwab who has two years of industry experience. Prior to joining Schwab, Regan worked at Lululemon and has spent multiple years dedicated to full-time education. 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 a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized custody and operational support.

Steven Higgins is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advice with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments, supported by a large-scale integrated operational structure.

Michael Irgens is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Charles Schwab since 2004. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

John Flanagan is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been associated with various branches of Charles Schwab since 2009, including Charles Schwab Premier Bank and Charles Schwab Bank, SSB. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Brent Swanberg is a financial advisor with Charles Schwab, holding a Series 66 designation and possessing nine years of industry experience. He has worked with Charles Schwab Bank since 2017 and with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he serves as an assistant track and field coach specializing in the high jump at Valor Christian High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a central operational structure.