Oak Creek, WI Office

Katie Drenzek is a financial advisor with Charles Schwab & Co., Inc. in Oak Creek, WI, holding a Series 66 designation and has one year of industry experience. Her prior work includes roles within Charles Schwab’s Independent Branch and part-time employment 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Jason Atwater is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab & Co. since 2021. Charles Schwab & Co., Inc. serves mainly 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 client advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational support.