BOARD OF DIRECTORS

Mark spent 40 years in the IT industry. In his last job, he was VP of engineering. However, he always wanted to start his own business and he finally took the plunge in mid-2018, starting his own print marketing business. When COVID hit he pivoted back to his technical skills and became an independent computer consultant. When not working, Mark can be found on one of the many wonderful golf courses in the bay area. He also plays ice hockey once a week in San Mateo. For many years he coached youth hockey and baseball in Buffalo NY, his hometown. He has 2 grown children who have graduated from college and have started their careers in IT. He recently has taken on the role of Ambassador for the San Mateo Chamber of Commerce where he has connected with and helped many other entrepreneurs.

Retail leader and GIA Accredited Jewelry Professional (AJP with Diamond & Pearl qualifications) developing and leading highly trained teams of gem and jewelry experts to deliver exceptional customer experiences in finding, designing, and renovation of fine jewelry. Work with traveling jewelry reps, vendors, and a master bench jeweler to bring the best to my clients. Established and implemented many successful training programs, including numerous development seminars for all levels of management.

Angel Riley is an associate in Hopkins & Carley’s Palo Alto office and a member of the Family Wealth & Tax Planning Practice. Angel’s primary focus is on estate planning, trust administration and probate.

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2014, I joined Edward Jones as a financial advisor in Burlingame and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader.

A graduate of the University of Southern California, I hold a bachelor of science from the Marshall School of Business. Originally from Southern California, I have lived in the Burlingame community since 1994. I am an active member of the community serving local philanthropies. Currently I serve on the Rotary Club of San Mateo Board of Directors and the Board of Trustees for the Hillsborough Beautification Foundation.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients unique goals and needs