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, daughters, and friends.

LPL Financial Advisor

Dylan came to CBI from Hillis Financial where he joined in late 2016. Through his relationship with his broker dealer, 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 Lic #0M81060)
• CFP (Certified Financial Planner) – Certified Financial Planner Board of Standards, Inc.
• CFS (Certified Fund Specialist) - The Institute of Business & Finance
• CES (Certified Estate and Trust Specialist) - The Institute of Business & Finance

Clark was welcomed to the CBI team in March, 2020. Prior to joining, Clark worked for an engineering consulting firm where he helped manage multi-billion-dollar projects for his clients. His previous consulting experience is vital in his role at CalBay and helps shape his approach in working with his clients as a financial advisor.

Clark is a lifelong resident of the East Bay and currently lives on the island of Alameda. He is a graduate of Cal Poly, San Luis Obispo, where he received a B.S. in Engineering. In his spare time, Clark enjoys playing golf and exploring the Bay Area with his wife, Rachel and their son, Miles.

Registrations and Certifications:

• Securities Registrations held through LPL Financial: FINRA Series 7 & 66
• Life/Health/Disability Licenses (CA Insurance Lic #4085618)
• CFS (Certified Fund Specialist) - The Institute of Business & Finance

John joined the CBI team in 2017 with over 16 years of experience in the financial services industry.   John lives in Concord and enjoys spending quality time with his family and friends attending local events, taking long bike rides, and enjoying outdoor activities.

Registrations and Certifications:

• Securities Registrations held through LPL Financial: FINRA Series 7, 63 & 66
• Life/Health/Disability Licenses (CA Insurance Lic #0G92925)

Jacquie joined CalBay Investments in 2024 and is excited to contribute to the team’s success. With her strong work ethic, Jacquie is looking forward to making a positive impact in her new role at CBI. 

She also currently works as a Director of Dance at a studio in Danville. In her spare time, she loves spending time with her two boys. 

Marleen has over 40 years’ experience working in the financial services industry. She has been a CBI team member since 2009.

Marleen grew up in Castro Valley and currently resides in Bay Point. She enjoys home improvement projects and cooking.

Bonnie joined CalBay Investments in 2021 as an LPL Financial Advisor and Investment Advisor Representative. She has worked for over 30 years in the financial planning and investment industry. Her career started with Ameriprise Financial Planners where she worked as an Investment Manager from 1990-2000. Most recently, Bonnie spent the past 20 years as an Investment and Compliance manager with Foord, Van Bruggen & Pajak. She is a graduate of California State University, Sacramento with a major in business management & finance. Bonnie enjoys spending time with her family, attending her children’s tennis tournaments/endeavors and gardening.

Registrations and Certifications:

• Securities Registrations held through LPL Financial: FINRA Series 7, 63 & 65.
• Life/Health/Disability Licenses (CA Insurance Lic #0C71309) 

Marianne joined CalBay Investments in 2022 and is excited to bring her experience and knowledge to the team.  Prior to joining CalBay she worked in the medical field for 30 plus years.

On the weekends she enjoys playing soccer with her husband as well as spending quality time with her 3 boys.