Associates

Diamond Bar
20955 Pathfinder Rd
Suite 110
Diamond Bar, CA 91765

• 

  Brent J. Beverly, CFP®

  President, Senior Associate
  Investment Advisor Representative

  Phone Number x205

  View Profile
• 

  Christian F. Li, CFP®

  Vice President, Senior Associate
  Investment Advisor Representative

  Phone Number x206

  View Profile
• 

  Manuel F. Chinchay, CFP®

  Investment Advisor Representative

  Phone Number x213

  View Profile

Support Team

• 

  Steven Birckett, CFP®

  Advisory Services Associate

  Phone Number x203

  View Profile
• 

  Erika Gutierrez

  Office Manager

  Phone Number x201

  View Profile
• 

  Vivian Monahan

  Investment Services Coordinator

  Phone Number x211

  View Profile
• 

  Karla Drouet

  Investment Services Assistant

  Phone Number x208

  View Profile
• 

  Pene Birckett

  Client Relations Associate

  Phone Number x215

  View Profile
• 

  Melinda Saunders

  Client Concierge

  Phone Number x209

  View Profile
• 

  Will Glenn

  Investment Services Assistant

  Phone Number x202

  View Profile

Torrance
3480 Torrance Blvd
Ste 102
Torrance, CA 90503

• 

  Gregory P. Schill, CFP®

  Senior Associate
  Investment Advisor Representative

  Phone Number (310) 536-7111

  Email info@theadvisorygrp.com

  Website

  View Profile
• 

  Maria Piechocki

  Administrative Manager

  Phone Number (310) 536-7111

  Email mpiechocki@theadvisorygrp.com

  Website

  View Profile