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

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• 

  Christian F. Li, CFP®

  Vice President, Senior Associate
  Investment Advisor Representative

  Phone Number x206

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• 

  Manuel F. Chinchay, CFP®

  Investment Advisor Representative

  Phone Number x213

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Support Team

• 

  Erika Gutierrez

  Office Manager

  Phone Number x201

  Email egutierrez@tagfinancial.com

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• 

  Vivian Monahan

  Investment Services Coordinator

  Phone Number x211

  Email vmonahan@tagfinancial.com

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• 

  Melinda Saunders

  Client Concierge

  Phone Number x209

  Email msaunders@tagfinancial.com

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• 

  Karla Drouet

  Investment Services Assistant

  Phone Number x208

  Email kdrouet@tagfinancial.com

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• 

  Will Glenn

  Investment Services Coordinator

  Phone Number x202

  Email wglenn@tagfinancial.com

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• 

  Kristina Halverson

  Investment Services Coordinator

  Phone Number x212

  Email KristinaH@TAGFinancial.com

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• 

  Katie Barrett

  Office Services Coordinator

  Phone Number x215

  Email KBarrett@TAGFinancial.com

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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

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• 

  Maria Piechocki

  Administrative Manager

  Phone Number (310) 536-7111

  Email mpiechocki@theadvisorygrp.com

  Website

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