Missoula, MT Office

Brady Lang is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Pinion and several other small businesses. Outside of advising, he works part time for his father's business, Clean Start of Montana, in the Missoula area. 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. The firm combines non-discretionary client advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational structures.

Parker Heaton is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has prior work history in various roles, including operating a handyman business and experience in the restaurant industry. 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 centralized custody and order-routing services.

Frederick Blodnick is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Logan Health and the University of Montana. He serves as treasurer for the Missoula Art Museum, providing oversight on the organization’s financial affairs. 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. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Jess Noe is a financial advisor with Charles Schwab in Missoula, Montana, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Charles Schwab since 2013, including her current role at Charles Schwab Independent Branch Services since 2021. Outside of her advisory work, she and her wife are involved in a business focused on acquiring land for potential future personal use. 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 and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Casey Herron is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Charles Schwab since 2021 and previously held advisory roles at TIAA and TIAA-CREF from 2014 to 2020. Herron holds Series 63 and Series 66 licenses and is based in Missoula, MT. 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 mix of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Alexis Taulbee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held roles at A & C Herron, Blacksmith Brewery, and Cennox. 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 centralized custody and brokerage services.