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

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.