Team Biographies

Mark Sievers, MBA, CFP®, AIFA®

Financial Advisor

 

Mark is a founding Principal of Epsilon Financial Group, Inc. He is a fee-only, independent financial advisor. For three decades, Mark has been helping individuals and their families realize their investment and financial goals. Mark is the trusted advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees, former professional athletes, and many others. His clients are located in the San Francisco Bay Area and across the United States.He had built his advisory business by combining a sound asset class investing methodology with financial planning and first-class client service.

Dennis Park, MBA, CFP®

Financial Advisor

Dennis is a founding Principal with Epsilon Financial Group, Inc. (EFG). Dennis utilizes his wealth of financial and business experiences to help clients attain their financial goals. Dennis received his Bachelor of Science degree in Economics from the United States Air Force Academy in 1978. During his flying years with the USAF, he obtained his MBA with an emphasis on finance. Subsequent to leaving the Air Force, Dennis worked in technical and financial management positions in Silicon Valley while continuing his education at Stanford University . He left Silicon Valley in 1990 to fulfill his career goal of becoming a financial planner serving individuals and small businesses. In 1992, Dennis attained his Certified Financial Planning (CFP) designation. In 1995, Dennis and Mark Sievers joined their businesses in a partnership that eventually incorporated as Epsilon Financial Group, Inc. in 2004. Dennis has three sons and two stepchildren. He and his wife, Glenda, enjoy many outdoor activities as well as the cultural activities offered at nearby cities. They are active in their local church and community organizations. Besides his family, one of his greatest joy’s is helping clients reach their retirement and financial goals.

 

Lowell Gossel, MPA, CFP®

Financial Advisor

Lowell is a comprehensive financial planner, investment fiduciary expert and principal at Epsilon Financial Group. He earned a Bachelor of Science degree in Aeronautics at San Jose State University in 1974 and a Master’s of Public Administration from Golden Gate University in 1984. Prior to beginning his career in finance he completed both military and civilian aviation careers culminating as a Captain for American Airlines. As an investment fiduciary expert, Lowell has worked closely with the Center for Fiduciary Studies which is associated with the University of Pennsylvania, Katz School of Business. Helping fiduciaries understand and fulfill their responsibilities in a prudent and effective manner is one of his core services. Lowell has served on the Center for Fiduciary Studies Asset Allocation Committee charged with capital market modeling and analysis inputs. Lowell also speaks before organizations such as the Professional Fiduciary Association concerning prudent fiduciary processes as well as large corporate and union sponsored seminars regarding the merits and process of comprehensive financial planning and asset allocation strategies founded on Modern Portfolio Theory. Lowell is currently an active member of the Financial Planning Association (FPA). The FPA is a national organization dedicated to support of the financial planning process to help people attain their goals and dreams.

Leo Martinez

Financial Advisor

Leo Martinez began his career in the investment industry working on the trading floor of the Pacific Options Exchange. While working part-time as a clerk during the day he completed a Bachelors degree in Economics at UC Davis. Upon his graduation from the university, he returned to the trading floor full time to become a market maker and trader. He occupied a seat and was a member of the exchange for several years before the trading floor dynamics began to evolve into the currently popular day-trading format. After leaving the trading floor in 2002, he traded from home while obtaining licensing to work in the broker dealer industry. After a couple of years working in that industry, Mr. Martinez felt very disenchanted by the experience and was ready to leave the industry altogether. Leo obtained his Accredited Investment Fiduciary (AIF) designation in 2007 and left the broker-dealer model. Intent on prioritizing clients’ interests above his own, he entered the registered investment advisor industry as an analyst and planner and joined Epsilon Financial Group. There, Mr. Martinez specializes in fiduciary consulting regarding retirement planning, trust administration and nonprofit advising. Mr. Martinez is also active in the community as a father to his three little girls and serves on various boards and committees.

Pete Mattei, MBA, CFP®, AIF®

Financial Advisor

Pete is a full-spectrum financial planner, investment advisor, analyst, investment fiduciary, and retirement plan consultant. Pete earned his BS in Fermentation Science from UCD in 1974 and his MBA from Stanford University in 1980. Prior to becoming a financial planner he had a thirty-year career as the senior winery and vineyards executive for Robert Mondavi and was an Epsilon client for many years. His role at Mondavi included extensive planning, budgeting, analytic, business process improvement, and financial responsibilities. Pete completed the CFP® (Certified Financial Planner) certification process in 2013, earned his Accredited Investment Fiduciary (AIF®) credential from the Center for Fiduciary Studies in 2010, and earned the Retirement Plan Fundamentals Certificate from the American Society of Pension Professionals and Actuaries in 2011.

Kathleen Beck

Administrative Assistant – Fairfield Office

Sharon Erhardt

Office Manager – Fairfield Office

Kathleen Nobles

Administrative Assistant – Discovery Bay Office