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