20955 Pathfinder Road Suite 110 Diamond Bar, CA 91765
President, Wealth Advisor
909-869-7880 Ex.205
bbeverly@tagfinancial.com
Vice President, Wealth Advisor
909-869-7880 Ex.206
cli@tagfinancial.com
Wealth Advisor
909-869-7880 Ex.213
mchinchay@tagfinancial.com
Office Manager
909-869-7880 Ex.201
egutierrez@tagfinancial.com
Client Concierge
909-869-7880 Ex. 209
msmith@tagfinancial.com
Client Services Associate
909-869-7880 Ex. 211
vmonahan@tagfinancial.com
909-869-7880 Ex. 208
kdrouet@tagfinancial.com
909-869-7880 Ex. 202
wglenn@tagfinancial.com
909-869-7880 Ex. 212
kristinah@tagfinancial.com
909-869-7880 Ex. 215
kbarrett@tagfinancial.com