Information and support for your business needs
The Consultant Support Center is a dedicated resource especially for consultants. Staffed by licensed, senior-level professionals, we're ready to help you support your clients.
We're here to help. Call us at 877-783-4372.
The team can:
- Answer retirement plan business questions about reporting, data, services, and more
- Manage and coordinate resources to help support your client needs
More about Gary Baker, CFP®
Gary Baker is a Consultant Support Manager within Schwab Retirement Plan Services, Inc.'s Consultant Support Center and is based in Richfield, OH. Gary proactively provides support for consultants and advisors by managing RFP and RFI submissions, providing product information and joint client details, and gathering industry benchmarking data. Gary also provides internal support and strategic assistance to client facing teams as they interact with consultants.
Gary has been in the retirement and financial services industry since 2001, having spent his first five years with Nationwide Retirement Solutions primarily as a field representative for 457(b) plan sponsors and participants. He joined Schwab Retirement Plan Services* in 2006 as a manager in the business acceptance group, responsible for all aspects of new business qualification and pricing within his region. As a Senior Manager within the group, his focus was on reviewing opportunities in the national account space and serving as a team lead.
Gary has a bachelor of science from The Ohio State University specializing in family financial management. He is a CERTIFIED FINANCIAL PLANNER™ certificant and is FINRA Series 7 and 63 licensed.
More about Taylor Garlesky
Taylor Garlesky is a Consultant Support Manager within Schwab Retirement Plan Services, Inc.'s Consultant Support Center and is based in Richfield, OH. She proactively provides support for consultants and advisors by managing RFP and RFI submissions, providing product information and joint client details, and gathering industry benchmarking data. Taylor also provides internal support and strategic assistance to client facing teams as they interact with consultants.
Taylor began her career in the financial services industry in 2006. She joined Schwab Retirement Plan Services* in 2011 as a Communication Consultant where she specialized in consulting with plan sponsors to develop customized communication programs for large, complex plans and diverse employee groups. Before joining the company, Taylor was part of a leading financial institution where she spent time in a variety of roles and strategic initiatives including reporting and analytics, specialty projects, and product management.
Taylor holds a bachelor of business administration with a concentration in marketing from Ohio University. She is FINRA Series 7 and 63 licensed.
More about Ryan Marchbanks
Ryan Marchbanks is a Consultant Support Manager within Schwab Retirement Plan Services, Inc.'s Consultant Support Center and is based in Austin, TX. Ryan proactively provides support for consultants and advisors by managing RFP and RFI submissions, providing product information and joint client details, and gathering industry benchmarking data. Ryan also provides internal support and strategic assistance to client facing teams as they interact with consultants.
Ryan has been in the retirement plan services industry since 2003 and has been with Schwab Retirement Plan Services* since 2008. His experience in the industry includes account management, non-qualified plan administration and reporting, employer stock plan administration, and general project management. Prior to joining SRPS, Ryan worked in-house at Whole Foods Market and at a regional insurance carrier administering retirement and benefits programs.
Ryan earned a bachelor of business administration in human resource management from Baylor University and is FINRA Series 7 and 63 licensed.
Again, we're here to help.
Give us a call at 877-783-4372, send us an email, or call your Schwab Retirement Plan Services* representative.