Your Family Office Team
Meet Tim
Timothy J McNeely
CEO of LifeStone Family Office
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst™
tim@lifestonefo.com
818.534.4949 || 661-368-0947
Tim has spent his entire working life as a financial planner but the only thing 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 dentists and business owners on a wide range of personal, professional and financial questions.

Tim is a frequent speaker at dental 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 a Standard Poodle named Birdie Bordeax who 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.
Meet Lia
Lia Adams
Client Services Director
lia@lifestonefo.com
949-409-1308
Lia has a passion for helping women and children focus on financial wellness. She was frustrated that many women were working with advisors focused on charts, graphics, and hard-to-understand financial plans, instead of focusing on what was important to them. Using this frustration, she set out on a mission to help families define and realize their legacy plans. She does this by helping families understand what’s important to them and what values they want to pass on to the next generation.

Lia is married to her college sweetheart, Urban. Together they have raised three strong, confident, and brilliant daughters.

When not helping clients organize their financial lives, she can be found hiking, cooking, or watching women’s softball. 
Meet Fran
Fran Gillis
Managing Director, Retirement Plans
401k@dwaria.com
877-257-3840
With over 25 years of experience serving corporate retirement plan sponsors as well as individual investors, Fran coaches, and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies. Fran offers an independent and objective assessment to advisors and their plan sponsor clients to facilitate the implementation and on-going enhancement of solutions to best serve their plan goals and objectives. He provides corporate retirement plan sponsors with comprehensive, simplified and cost competitive solutions which are designed to help save plan clients and their participants money and improve retirement outcomes. Fran also manages the development of practice programs for the firm’s retirement business and works with a select group of his own individual and retirement plan clients.

Fran is a Qualified Plan Financial Consultant with American Society of Pension Professionals. This ongoing training provides him technical knowledge and skills to solve Plan Sponsors and Fiduciaries ERISA and DOL compliance issues.  In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™, Qualified Plan Financial Consultant and Professional Plan Consultant™. Fran is also accredited through Financial Service Standards, LLC, which formalized one of the most comprehensive 401k plan management programs available, dubbed the 401k Service Solution™ for Plan Sponsors, and is a Professional Plan Consultant™ accredited through Robert Morris University, giving sponsors access to the 401k Service Solution™ tools based on Fiduciary best practices.
Meet Dynamic Wealth Advisors

Through an Alliance with Dynamic Wealth Advisors (“DWA”), LifeStone Family Office receives unparalleled service and support. In addition to providing financial advice to Clients, DWA provides access to industry-leading investment resources, economic research, and technology platforms. DWA strives to attain the highest standards and focuses intently on proper ethics.

Jim Cannon

Founder & CEO

Jim is a highly skilled and impactful executive with over 25 years of experience.  He has an extensive background in strategic planning, business development, relationship management, business combination/operational integration, and developing highly effective management teams and businesses.

Craig Morningstar

Chief Operating Officer

Craig is responsible for the development and execution of the firm’s advisory platform, service and investment management. He has industry experience at custodians, turn-key asset management providers and RIAs. Craig also has extensive experiences as a business owner, practice manager, wealth advisor, and business consultant.

Cherie Jolly

Chief Compliance Officer

Cherie Jolly is Chief Compliance Officer for Dynamic Wealth Advisor.  Cherie has extensive expertise and passion about effective compliance programs. She’s served in senior and chief compliance officer roles for several broker-dealers and registered investment advisers. 

Jim Palumbo

Principal & Chief Development Officer

Jim Palumbo is Principal and Chief Development Officer of Dynamic Advisor Solutions. A veteran of the financial services industry, Jim has more than 25 years of experience, creating and managing organizations that create, grow and preserve wealth.

Marisol Fung, CIMA®

Director, Portfolio Services Team

Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.

Kostya Etus, CFA®

Head of Strategy, Portfolio Services Team

As Head of Strategy for Dynamic’s Portfolio Services Team, Konstantin “Kostya” Etus, CFA® brings to Dynamic specialized experience in asset allocation and security selection of various ETF and mutual fund portfolios.
(818) 534-4949
LifeStone Family Office
18919 Nordhoff St, Suite #6C
Northridge, CA 91324
© 2021 LifeStone Family Office - All Rights Reserved
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Timothy J. McNeely is an Investment Advisor Representatives with Dynamic Wealth Advisors dba LifeStone Family Office.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.