Santa Clara Team

Peter J. Gallagher

LPL Financial Advisor

Pete entered the financial services industry in 1975 following nearly seven years of service as an officer in the U.S. Army. His journey took him through national NYSE member firms, regional firms, and a boutique brokerage/investment banking firm. In 2001, he became an independent financial advisor affiliated with LPL Financial.

Since 2016, he has maintained a primary office in Bend, OR, while keeping an office presence in Santa Clara County. He is a member of the board of directors of Central Oregon Veterans Outreach. His favorite pursuit is exploring the wonders of Oregon and the western U.S. while riding his Harley-Davidson motorcycle.

Pete holds a Bachelor of Arts in History from the University of Massachusetts, Amherst.

Registrations and Certifications:

Securities registrations held through LPL Financial: FINRA Series 7, 24, 63, 65
Life/Health/Disability Licenses (OR Insurance License #2041095)

Dylan Bell

LPL Financial Advisor

Dylan came to CBI from Hillis Financial where he joined in late 2016. Through his affiliation with LPL Financial, Dylan provides a comprehensive range of financial and investment planning services to his individual clients. He works diligently to uncover and understand his clients’ needs and aspirations in order to provide appropriate and worthwhile financial strategies. Dylan graduated with a bachelor’s degree in Business Finance from San Francisco State University.

Registrations and Certifications:

Securities Registrations held through LPL Financial: FINRA Series 7 & 66
Life/Health/Disability Licenses (CA Insurance License #0M81060)
CFS (Certified Fund Specialist) - The Institute of Business & Finance
CES (Certified Estate and Trust Specialist) - The Institute of Business & Finance

For questions or assistance please e-mail Dylan at dylan.bell@lpl.com.

Jeanne Dusan

Director of Client Services

Jeanne came to the CBI team from Hillis Financial Services where she joined in 2009. Prior to that, she spent more than two decades gaining valuable experience in the banking, mortgage and real estate industries. Over the course of her career Jeanne managed office operations, quality control, customer service, loan processing and compliance functions. Her professional experience gained over 30 years translates to an exceptional customer service experience for all CBI clients.

Myrna Avila

Operations Associate

Myrna has been with CBI since November 2005. Prior to joining CalBay Investments, she worked as a preschool teacher.

In her spare time Myrna enjoys spending time with her husband, daughter, and friends.

Jeffrey Martens, EA

LPL Registered Representative

Jeff has worked in the financial planning industry since 1995. Jeff worked at Money Dynamics Inc., Intel Corporation, the Peat Marwick accounting firm and Chevron Corporation. He is an Enrolled Agent (EA) licensed to represent tax payers before the Internal Revenue Service on all tax matters*. Jeff’s accounting background encompasses the areas of individual tax, as well as small business tax and consulting. In addition, Jeff manages the personal finances of many individual clients and company-sponsored retirement plans for both profit and not-for-profit organizations. He is a Registered Representative with LPL Financial.

Jeff enjoys working out at the gym, gardening, and various outdoor activities.

Registrations and Certifications:

Securities Registrations held through LPL Financial: FINRA Series 7, and Series 63.
Life/Health/Disability Licenses (CA Insurance Lic #0C52692)
Enrolled Agent

*Enrolled agent services are not affiliated with, nor endorsed by, LPL Financial or CalBay Investments, Inc.

For questions or assistance please e-mail Jeff at jeff.martens@lpl.com.

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Santa Clara Team

Peter J. Gallagher

LPL Financial Advisor

Dylan Bell

LPL Financial Advisor

Jeanne Dusan

Director of Client Services

Myrna Avila

Operations Associate

Jeffrey Martens, EA

LPL Registered Representative