The Advisory Group:
Navigating Your Financial Future

CONNECT

Address:

20955 Pathfinder Rd Ste 110
Diamond Bar, CA 91765

Phone:

909-869-7880

Fax/Other:

909-869-7680

Associates

 

  • Brent Beverly, CFP®

    President, Senior Associate
    Investment Advisor Representative

  • Christian F. Li, CFP®

    Vice President, Senior Associate
    Investment Advisor Representative

  • Steven Birckett

    Advisory Services Associate

  • Manuel Chinchay

    Investment Advisor Representative

  • Kim Westerman-Broer

    Business Manager

  • Vivian Monahan

    Investment Services Coordinator

  • Karla Drouet

    Investment Services Assistant

  • Pene Birckett

    Client Relations Associate

  • Donald Cline, Jr.

    Client Relations Assistant

  • Gregory P. Schill, CFP®

    Senior Associate
    Investment Advisor Representative

  • Maria Piechocki

    Administrative Manager

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Check the background of this financial professional on FINRA's BrokerCheck