We're here to support you.
Dedicated resources to support consultants and advisors.
You can count on us.
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Consultant relations
Because relationships matter.
You'll find us a consistent and reliable primary liaison across all Schwab Retirement Plan Services, including:
• Breadth of capabilities and value
• Plan sponsor and participant experiences
• Access to investment options and third-party managed accounts services
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Support and service
Dedicated to getting things done.
We're here to help, whether it's answering questions, arranging onsite visits, or providing direction. Turn to us for:
• RFPs and conversions
• Benchmarking and industry trends
• Database updates and reporting
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Research and insights
We dig in when it takes some digging.
Answers aren't always easy. When research and analysis are necessary, count on us for the insights you need, including:
• Trend analysis
• Investment research
• Mutual client reporting
We make it easy to engage with us.
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Contact us today.Tell us about yourself and we'll follow up.
Get started >Email: consultantsupport@schwab.com
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Meet the team.
Nick Manson
Director
Head of Consultant Relations
Strengths: Leadership, strategy, relationship building.
Experience: Nick has been in the financial services industry since 2008. He is a graduate of Marietta College and holds a Certified Wealth Strategist (CWS) designation along with his FINRA Series 7, 9/10, and 66 licenses.
For fun: Nick enjoys spending time with his wife and 2 daughters, playing golf, and rooting for the Cleveland Browns and Ohio State Buckeyes. The Mansons also enjoy taking trips to Disney and the beach.
Coker Roswell
Director
Consultant Relations
Strengths: Relationship building, strategy, problem solving.
Experience: Coker has been in the retirement services industry since 1997. His career has spanned communications and varying roles in sales and consultant relations. He is a graduate of the University of California, Berkeley and holds FINRA Series 7 and 63 licenses.
For fun: Coker enjoys spending time on the family farm in west Texas with his wife and two sons. He's a fan of the Dallas Cowboys but don't hold that against him.
Juliana MacTaggart
Director
Consultant Relations
Strengths: Strategy, analytics, relationship building.
Experience: Juliana has been in the retirement services industry since 2008. She is a graduate of University of Hartford and earned an MBA at the University of Connecticut. She holds FINRA Series 7, 6 and 63 licenses.
For fun: Juliana enjoys spending time with her husband and son; cooking and entertaining friends; playing golf and giving back to the community.
Thomas Harty, AIF®
Director
Consultant Relations
Strengths: Relationship building, business development, consulting.
Experience: Tom has been in the financial services industry since 1993. He is a graduate of Eastern Illinois University, earned the Accredited Investment Fiduciary® (AIF®) designation and holds FINRA Series 7, 63, and 65 licenses.
For fun: Tom spends time with his wife and 3 boys living outside of Chicago. Golf and wine trips are a particular passion of Tom's.
Ruby Roberts, QKA
Senior Manager
Consultant Relations
Strengths: Relationship building, consulting, business development.
Experience: Ruby has been in the financial services industry since 2010. She is a graduate of Kent State University and holds the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA).
For fun: When Ruby isn't getting bossed around by her two little girls, she loves to travel with friends and family. Ruby's ideal vacation spot is escaping the Ohio winters and going anywhere tropical.