Broker Check

Team


At Hillis Financial Services we bring more than 70 years of combined experience to help individuals, families and business owners work toward financial independence. Through our comprehensive and independent approach to wealth management, we seek to grow and preserve your assets. We offer a wide range of financial services delivered in an objective manner, helping you to pursue the specific milestones we establish to keep your short- and long-term goals on track.

 

Hillis Financial Services was founded by John L. (Jack) Hillis in 2001. Jack has more than 40 years experience providing financial planning and asset management advice to individuals, corporate executives and business owners.Jack...

Read more

As the founder and Principal of CalBay Investments, Inc. (CBI), Mike has earned a reputation for delivering excellence as a financial services professional and as a leader within the bay area communities. Mike is an Executive Council...

Read more

Caroline M. Delaney is Executive Vice President of Hillis Financial Services. Caroline brings more than 27 years experience in the areas of asset management, retirement planning, 401(k) and similar employer-sponsored retirement plans,...

Read more

Henry (Buddy) Goldstone is a Certified Public Accountant (CPA) and Senior Vice President at Hillis Financial Services. He has been a strategic partner with Hillis Financial Services since 2004 and joined the firm officially in 2014....

Read more

Jeanne Dusan brings more than 27 years financial services industry experience to her role as Director of Client Services at Hillis Financial Services. Prior to joining the firm in 2008, Jeanne spent more than two decades gaining...

Read more

Rebecca L. DeYoung

Client Service & Marketing Manager

(408) 282-7993

(408) 297.0897

Rebecca DeYoung brings more than 20 years of diverse experience to her role as Client Service and Marketing Manager at Hillis Financial Services. Rebecca’s dynamic and energetic approach to her work is contagious to both the Hillis...

Read more

Sondi Goldstone has more than 20 years of sales experience. She began her career in the mortgage industry, and then progressed into residential real estate sales. In 1989 she transitioned into recruiting and human resources for high...

Read more