Downers Grove Office

Managing Director | Wealth Management Advisor

Brad Schaffnit

Brad joined the financial services profession in 2001 to provide accomplished individuals and families with investment management services, family estate planning tools, asset preservation and risk management advice from an independent perspective. He also brings experience to business clients in the areas of corporate business succession planning, employee benefit plans, executive benefits strategies and business retirement plans.

He is well versed in quantitative and fundamental equity analysis, structured portfolio management, and results-driven performance analytics. He is a registered representative with LPL Financial, as well as a fee-for-service Investment Advisor Representative with Apollon Financial.

Brad is a member of The Professional Partners of The Children’s Place Association and a member of the Financial Planning Association (FPA). He earned a Bachelor of Arts degree in Finance, from Florida State University.

Wealth Management Advisor

Maureen B. James, MBA

Maureen has more than 14 years of industry experience in both the institutional and client facing sides of the business. Maureen works with clients of the firm, and is an expert in the area of financial planning. She also directs our service and support staff. Prior to joining Apollon Financial, she worked with high net worth clients in preparing and analyzing financial plans as well as servicing client portfolios. She most recently was an Associate Wealth Management Advisor with Northwestern Mutual and also spent four years working for an investment banking firm in Chicago where she managed client portfolios for high net worth clients as well as multi-million dollar institutions.

Director of Operations

Amber Bombeck

Relationship Manager

Melissa Renteria

Wealth Management Advisor

Martin A. Beck, CFP®

Financial Advisor since December 1985 and CFP since Jan 1990.  Marty obtained his Bachelor of Science in Business from Eastern Illinois University with a major in Finance in 1985. Bringing with him 38 years in the industry and with extensive experience in Family Financial Planning, Marty understands the importance of working with a client’s legal, tax and other advisors with the goal of producing the best possible results.  Working for nearly 20 years with J.P. Morgan Chase and over 17 years with LPL Financial, he enjoys the work with his clients and looks forward to exceeding their expectations for many years to come.

Giving back to the communities that they serve is also an important goal for Marty and his family.  With help from the DuPage Foundation, they set up a Donor Advised Fund and together, they enjoy supporting many local and national charities. Marty and his wife enjoy traveling together and when not traveling he enjoys playing golf, fishing, gardening, reading, and spending time with family and friends. Marty and his wife Margie have four grown children and two grandchildren and numerous grand dogs.

Wealth Management Advisor

Fran Gutrich

Fran Gutrich began his career in financial services 35 years ago.  He shares a wealth of experience and knowledge of brokerage, insurance, and banking with his clientele.

As a seasoned veteran, he specializes in various areas of wealth accumulation and preservation strategies including retirement planning, estate planning, education funding, and risk management.

Fran’s primary goal for his clients is to understand their needs and implement a plan based on their long-term objectives.  As an investment fiduciary, he always puts his client’s best interest first and holds himself to the highest level of integrity and accountability.

Fran and his wife Cindy were empty nesters until their son moved back home with his 2 dogs.  Both of his daughters are married one is providing canines to the family (6 and counting) but his other daughter has grown the family tree by 3!!!  She has given us 3 grandchildren under the age of 4.

Wealth Management Advisor

Dory A. Rodriguez, CFP®