Our Team

Greg Schill and his partners Brent Beverly and Chris Li, are ably assisted by an excellent, credentialed support staff as well as access to additional independent product and research advisors via our FSC broker/dealer affiliation. With a total staff of 12 advisors and support professionals in offices in Torrance and Diamond Bar, California, The Advisory Group offers experience and resources for your individual or business-related investment and wealth management needs.

Gregory P. Schill, CFP®

Co-Founder

(310) 536-7111

gschill@theadvisorygrp.com

For more than 25 years, Greg has brought his clients a respect for their unique individual needs... his deep understanding of the financial markets and the full range of investment tools and specialized money managers at his disposal...

Maria Piechocki

Administrative Manager

(310) 536-7111

mpiechocki@theadvisorygrp.com

Situated with Greg in our Torrance, California office, Maria offers vital assistance in assuring the smooth operation of the Torrance back office. She carries FINRA Series 7 and 66 licenses and has a BS degree in biology from the...

Meet Our Diamond Bar, California Team

The Advisory Group’s two additional founders, Brent J. Beverly and Christian F. Li, are assisted by an excellent support staff, and on those occasions when another view or unique experience in an aspect of wealth management would be helpful, the three partners serve as an invaluable resource for each other and our clients.

Brent J. Beverly, CFP ®

Co-Founder

(909) 869-7880

bbeverly@TAGFinancial.com

Brent became an independent financial planner in 1984 after serving as an officer in the U.S. Marine Corps. He founded a financial services firm in 1985 which grew into The Advisory Group, and offers extensive knowledge in...

Christian F. Li, CFP ®

Co-Founder

(909) 869-7880

cli@TAGFinancial.com

Chris started as a Financial Analyst before selecting financial planning, and was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 1989. He offers expertise in estate planning, comprehensive financial planning, personal...

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.