20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765
Brent J. Beverly, CFP®
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
Corporate Workflow Coordinator
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
Client Concierge
909-869-7880 Ex. 215
KBarrett@TAGFinancial.com
Christian F. Li, Jr.
909-869-7880 Ex. 217
Chris.jr@TAGFinancial.com
909-869-7880 Ex. 203
MCox@TAGFinancial.com