As a Financial Consultant, Mattias Herzog is an investment professional who is dedicated to helping you achieve your financial goals. He works with you personally to understand your needs, map out cohesive strategies, and provide guidance and advice to help you succeed as an investor. Series 7, 66 Securities Licenses Life &amp; Variable Annuity Licensed BA, English, Gonzaga University Specialties: At Schwab, we take a disciplined, proactive approach to your future. We listen carefully, work to build trust, monitor your progress and maintain an ongoing dialogue that is focused on the clearly defined goals were working together to achieve.