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.
Tim's Personal Story
(818) 534-4949
LifeStone Family Office
18919 Nordhoff St, Suite #6C
Northridge, CA 91324
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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.