Mr. Mueller has provided investment advice to
institutions, individuals and families of
significant wealth for more than 20 years.
During his career at Morgan Stanley and UBS, Mr.
Mueller had responsibility for evaluating and
recommending investments in virtually every
asset class. His clients relied on his ability
to construct and manage portfolios to achieve
their investment objectives. Mr. Mueller's
professional experience on Wall Street and
personal experience as a major donor and board
member have prepared him to provide Excellence
in Giving clients with valuable insight into the
effective use of their philanthropic capital.
Mr. Mueller, a native of California, is a
graduate of the University of Arizona and holds
an MBA from the Anderson School of Management at
UCLA. He and his wife Susan reside in Colorado
Springs with their three children.
Dr.
Penley brings analytical and writing
capabilities to Excellence in Giving as the
Senior Research Analyst. His research,
philanthropic, and communication experience
enable him to lead Excellence in Giving's
efforts to become the premier source of
philanthropic analysis and advice. Paul has
international relief work and ministry
experience in Mexico, Bolivia, Kosovo and
Uganda. He has performed field research for
strategic community development for the
Compassion Coalition of Knoxville, TN. By
age 28 his intellectual aptitude and
critical-thinking skills had been
demonstrated through the completion of his
doctorate degree while serving as a
full-time college professor. In his role as
Senior Research Analyst, Dr. Penley helps
Excellence in Giving clients discern
strengths and weaknesses, pitfalls and
potential, as they consider how to wisely
invest their philanthropic capital.
Dr.
Penley received his PhD from Trinity
International University in 2008 and published
his dissertation in T&T Clark's LNTS
monograph series managed in Edinburgh. He
received his BA and MDiv from Columbia
International University in 2001 and 2003.
During his completion of these degrees, he
studied abroad in Israel, Turkey, Greece, and
Egypt, adding to his understanding of
international culture and history. He
currently resides in Colorado Springs with his
wife Christy and their two children where he
enjoys hiking, golfing and fly fishing on
Colorado streams.
Mrs. Bocker facilitates the
fulfillment of each client’s giving passions
and priorities as the Director of Client
Services at Excellence In Giving. She brings
diverse experience in operations management,
human resources, marketing, public relations
and customer service. Mrs. Bocker served as
Vice President of Operations and Marketing at
Biowatch Medical, a medical device and service
company headquartered in Columbia, SC. In this
position, she was effective in improving the
quality of customer service and scaling the
company's operational capacity. Mrs.
Bocker now coordinates the Excellence In
Giving suite of services to ensure that every
client experiences the joy and significance of
giving well.
Mrs. Bocker is a graduate of the
University of South Carolina where she studied
English and French. She spent 6 months studying
in France and expanded her understanding of
international culture with visits to a dozen
other European countries. She and her husband
live in Colorado Springs where they enjoy
hiking, camping and other outdoor activities.
Mr. Percy is
Managing Director of Excellence in Giving's CA
office and Principal of Next Generation
Strategies, LLC. He is committed to effective,
sustainable and highly leveraged philanthropy,
and he works closely with families to that end.
As the PathNorth Director of Philanthropy, he
works with CEOs of middle market, privately-held
companies to explore the practice and meaning of
philanthropy in their lives, families, and
communities.
Between 1986 and
2008 Mark held executive positions primarily in
privately held firms including President of a
family business, Charles Percy & Associates.
He spent 4 years guiding the government business
development initiatives of a Fortune 500
corporation. Since the late 80s, he has led or
co-led teams that were awarded over $500 million
in new government contracts, mainly in
international emerging markets, but also at the
state and local level in the U.S.
Mark Percy grew up
in a family devoted to public and community
service, and for more than two decades he has
integrated a distinguished business career with
leadership in the non-profit sector. He serves
on the non-profit boards of Child S.H.A.R.E.,
which finds safe, loving and stable homes for
abused children, and endPoverty.org, which
transforms lives through microenterprise in some
of the poorest countries in the world. He is
also a member of the National Leadership Council
for Communities in Schools, the Advisory Board
of the Center for the Family at Pepperdine
University, and the Advisory Board of the Not
for Sale campaign to fight human trafficking.
Mark received
his BA from Stanford University and an MBA
from Yale University's School of Management.
After residing for 20 years in Washington, DC,
Mark and his wife, Leslee, moved in 2005 to
California where they had met and married more
than 30 years ago. Their two adult children,
Taylor and Gavin, also live in Southern
California.
Mr. Herr brings
a strong background of client services and
relationship management to Excellence in
Giving. His added technological
proficiency makes him a perfect fit for EIG’s
client services department.His professional experience includes
streamlining business operations and strategic
planning for Alpha Strategies Corporation, a
Financial Advisory firm based in Fairfax,
Virginia.His
experience includes performing a full biopsy
of a Fortune 500 company’s financials and the
effect of the market downturn.
Mr. Herr is a
recent graduate of Virginia Polytechnic
Institute with a double major in Business
Finance and Business Management. As a devoted
Coloradoan transplant, James enjoys golf,
fishing, hockey and skiing in the Rocky
Mountains.
Mr. Mayer joins Excellence in
Giving as a contracted Research
Associate. Mr. Mayer has extensive
international experience as he has traveled to
and assessed development projects in over 20
different countries such as Rwanda, Burundi,
South Africa, Guatemala, Haiti, China, India,
Burma, and Thailand. He has helped to
start an international clean water
organization called 20 Liters that currently
operates in Rwanda. Additionally, he has
worked closely on the program development and
funding side of numerous domestic
initiatives. Mr Mayer's experience has
refined his ability to evaluate program
effectiveness. In his work for a large
church that strategically funds local and
international projects, he has seen first hand
the gap between stated impact and actual
outcomes. He brings passion and
expertise to the task of finding and funding
organizations that have closed that gap.
Inspired by his experiences, Mr.
Mayer returned to school for his second
Masters Degree to develop the tools for
monitoring and evaluating program
effectiveness. Mr. Mayer received his
2nd Masters degree in International
Development Administration with a
concentration in Monitoring and Evaluation at
Western Michigan University in 2010. He
received his BA from Cornerstone University in
2002 and a Masters degree from Grand Rapids
Theological Seminary in 2004. He
currently lives in Grand Rapids Michigan with
his wife Gabrielle and their son Søren.
Mr. Glass joins
Excellence in Giving as a client services
advisor. He has 20 years of leadership
experience, including his role as Vice
President of Ministries for International
Teams, a missions agency based in Chicago, and
three years as National Director and Vice
President of Team Ministries with
International Students Inc. Prior to his work
at ISI, Mr. Glass was on staff at Willow Creek
Community Church providing leadership to the
Legacy men's ministry, consisting of 100 small
groups and 800 men. He is currently the
director of Peregrine Ministries, an
organization focused on leading men into
inspiring adventure and authentic
relationships that transform lives. Craig and
his wife Beryl live in Monument, Colorado,
have been married for 30 years, and have three
children.
