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.
Maggie Younis
Director
Head of Consultant Relations
Strengths: Execution, strategy, relationship building
Experience: Maggie has over 25 years of retirement industry experience. She holds a bachelor's degree in economics from DePauw University and has earned the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Tax-Exempt & Governmental Plan Consultant (TGPC) designations from the American Retirement Association. She also holds the Accredited Pension Administrator (APA) and Accredited Pension representative (APR) designations from the National Institute of Pension Administrators (NIPA) and has also earned the Enrolled Retirement Plan Agent (ERPA) designation from the IRS and currently serves on the WIPN Board.
For fun: Maggie loves to travel with her mom and friends. She is also an avid golfer, and her LPGA Amateur match play team has qualified for the national tournament the last 5 years (she has even had a hole-in-one!).
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.
James Headley
Director
Consultant Relations
Strengths: Relationship building, business development, strategy.
Experience: James has been in the financial services industry since 2008. He is a graduate of Arizona State University, is a Chartered Investment Management Analyst (CIMA®), and holds FINRA Series 6, 63, and 65 licenses.
For Fun: James enjoys spending time with his wife and 3 children. Living in Denver, much of that includes enjoying the outdoors and the never-ending kids' sporting events.
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.
Ruby Roberts, QKA
Director
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.
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.