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 brings over 24 years of experience guiding individuals and families navigate their financial journeys with clarity and confidence. She specializes in financial planning, portfolio analysis, and a full range of wealth management services, with a strong emphasis on guiding clients towards their investment and retirement goals.

She has developed a niche in working with women, divorcées, and widowers by building meaningful connections and providing personalized guidance to help clients move forward with confidence and clarity.

For more than a decade, Maureen has played a key role in strengthening client relationships and delivering thoughtful, tailored strategies designed to align with each client’s unique needs.

Director of Operations

Amber Bombeck

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.

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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®

Dory Rodriguez’s passion for helping others succeed financially comes from deeply personal experiences. As a child, her grandmother encouraged her to have good savings habits. She had seen her husband off to WWII with the U.S. Navy and saved each check he sent home, accumulating enough to buy them their first home. While other wives were buying fancy clothes and pantyhose, Dory’s grandmother was saving for her family’s future.

Later on, at a family member’s recommendation, she invested a significant amount of money in a single investment. Four years later, the investment was devalued and she learned how important making intentional and thoughtful investment decisions are.

Early in her first career, Dory worked in Moscow, Russia, under the Soviet Union and later when the country became a democracy. Here, she learned what it was like to live under oppression with few opportunities. After returning to the U.S. in 1999, she felt deep gratitude and appreciation for her country and was inspired by the belief that our country allowed her the freedom to do, build, and create anything she wanted.

With these experiences in mind, Dory began to think about how she could empower others to make good financial decisions by helping them understand their finances and their options. With that, she began building her financial practice with nothing but inspiration and personal drive. She had married and had three young children during this time when her husband came to her with his decision to go to medical school. She looks back on these challenging years, knowing that they would not have been successful if they did not plan and work towards a shared vision.

These days, Dory leads a highly impactful and professional financial practice. Her husband is a doctor of family medicine. They have a busy home with rapidly growing children knee-deep in sports, dance, and music.

In life, Dory knows that sometimes the best lessons come from the hardest places. Sometimes they come from the wisdom of the experience of others. However, when they come, we can benefit best by pausing and taking a breath to see where these experiences lead through thoughtful and intentional decision-making. These days, using the wisdom of her own experiences, Dory prides herself on being the kind of financial advisor she wishes she had back then.

Dory is a CERTIFIED FINANCIAL PLANNER ® professional.