Get a Second Opinion 
Meet Tim and His Team
Timothy J McNeely
Financial Advisor, RJFS
CEO of LifeStone Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst™
tim@lifestonewm.com
818.534.4949
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.
Listen to my Personal Story of Why I Love Working with Dentists and Business Owners
(818) 534-4940
LifeStone Wealth Management
18919 Nordhoff St, #6C
Northridge, CA 91324
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