Anyone can claim to be a “Financial Planner.” Only those who have fulfilled the requirements of CFP Board can display the CFP® mark.
Experience matters. Our team members have years of experience helping dentists make wise financial choices.
We are not outsiders. We live dental and our dental focus allows us to help you make better choices.
Our team believes in accountability. We track our recommendations and monitor your plan so you know the value we may add.
Timothy J. McNeely
CEO of LifeStone Wealth ManagementSchedule An Appointment
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst™ Investment Management Consultants Association® (IMCA®) is the owner of the certification marks "CIMA®", "CPWA®", "Certified Investment Management Analyst®", and "Certified Private Wealth Advisor®". Use signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for certification.
Tim has spent his entire working life as a financial planner but the only that that really matters is meeting his wife, Dana Yeoman D.D.S. In the process of joining lives together Tim learned what the life of a dentist is like. Seeing his wife's frustration with the complexity of running a dental practice he set out to make things simple. Since meeting his wife Tim has advised hundreds of dentists on a wide range of personal, professional and financial questions.
Tim is a frequent speaker at dental CE meetings, and is passionate about helping dentists plan for life's significant moments.
After a New Years Eve wedding in 2010 Tim & Dana’s family has grown to include two cats named Caddie & Wompus along with an adopted Standard Poodle named Birdie Bordeax that is currently employed as a Certified Therapy Dog at Dr. Yeomans practice.
When not in the office they can be found exploring California wineries, visiting Monterey for car week, watching Dr. Who, or volunteering with Birdie Bordeaux at CDA Cares. They share a love for the local church, global missions, and long for the day that Jesus returns.
Director of Planning Services at LifeStone Wealth Management
CERTIFIED FINANCIAL PLANNER™
Michael J. Chibidakis, CFP® joined LifeStone Wealth Management in October of 2013 as a Financial Advisor and offers discretion on accounts with the Raymond James Ambassador platform. Michael brings an extensive financial background from Oppenheimer, Chase Investments and Morgan Stanley Smith Barney.
He has been with working with individuals and small businesses for the past 17 years, concentrating on the financial planning process to help his clients meet their specific family and business financial goals. The financial planning process is the cornerstone of Michael’s successful business practice. “Having discretion on accounts with the Raymond James Ambassador platform and a detailed sell discipline helps my clients remain confident knowing that someone has an active interest in their investment success.”
Michael earned the CERTIFIED FINANCIAL PLANNER™ professional certification by the Certified Financial Planner Board of Standards, Inc.
Michael serves on the Board of Directors for two youth organizations; Granada Hills Youth Recreation Center as President and North Valley Youth Baseball as Shetland Director. He helped negotiate a 45-year lease extension with the City of Los Angeles to keep youth sports in Granada Hills for generations to come. Michael served on the Board of Directors for the Sherman Oaks Chamber of Commerce as Treasurer, Vice-President and President (2006) and is now the treasurer of the Granada Hills North Neighborhood Council.
He is married to Susan who is an Attorney in Encino, CA. They have two children, Ryan (16) and Maggie (13). Originally from San Francisco, he and his family have made Granada Hills, CA, their home since 1995.
Fred B. McNeely
Fred is a Financial Advisor and entered the financial services industry in 1972 after serving four years in the United States Army as a Lieutenant. With more than 35 years of experience, he has been happily helping his clients live more fulfilling lives. Fred is also the Vice President of LifeStone Wealth Management, which he started with the help of his eldest son, Tim. Together, the team focuses on long term family relationships that can benefit from the comprehensive resources available within Raymond James.
Fred currently lives in Porter Ranch, CA with his wife of over 35 years, Linda. Together, they have four children. He is also member of the El Cariso Golf Course Men’s Club, where he continuously strives to lower his handicap.
Donna joined the team at McNeely Financial Strategies in 2013 as our Client Services Manager. However, she began her relationship with the McNeely’s as a client and has been relying on their sound advice for almost a decade. She is a proud Texan and a graduate of Southern Methodist University.
Donna joined us after thirty years at Star Auto Group where she held positions of Director of Customer Relationships, Director of Finance, and General Sales Manager. This is where she developed her passion for assisting clients with their needs and striving to exceed their expectations.
She lives in Santa Clarita with Jim, her darling husband of three decades, and Slick the Wonderdog!