Our Team
Greg Schill and his partners Brent Beverly and Chris Li, are ably assisted by a professional, credentialed support staff. With 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
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
Operations Manager
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
Brent J. Beverly, CFP ®
Co-Founder
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
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.