Dana’s favorite way to play is on the back of her Harley Softail Slim riding through the curves. Dana’s roots are Midwest, born in Iowa and then spending many years in St. Louis, MO, before moving to Florida, where she went to high school and college (go Gators!) Then it was off to Colorado where she began her career as a financial planner in Grand Junction in 1995. She moved to Arizona in 2001 to head up the wealth management division of a CPA firm. She founded Sensible Money in 2011 to focus on her passion of building a brand that is all about the client. In addition, she produces educational content, such as her recently released lecture series, How to Plan for the Perfect Retirement, available on The Great Courses.Read Full Bio
Create the freedom to live life without the thought of money.
It’s our honor.
Clients trust us with the biggest financial decisions they make.
We own our job and take responsibility for the outcome.
Out with the cookie cutter.
Canned solutions and answers? That’s not us.
We strive for service that will wow your socks off!
Laugh, play, celebrate.
That’s what our clients do, and we take time for that too.
The Sensible Money Team
Our specialty is building plans that help clients transition into retirement and delivering the retirement cashflows that we have projected.
CJ’s favorite way to play is training at his favorite boxing gym. He is also involved in the community through the Active 20-30 Club of Phoenix and the Financial Planning Association. CJ has a Bachelor’s degree in Business Administration and Finance from the Eller College of Management at the University of Arizona. Since joining Sensible Money in 2016, he has become both a Certified Financial Planner® and a Retirement Management Advisor®.Read Full Bio
Amy's favorite way to play is spending time with her husband and their three kids pursuing their goal to take a family picture in all 50 states. Originally from upstate New York, Amy moved to the Phoenix area in 2009 and still doesn't miss having to shovel! She has a passion for personal financial planning and loves working with clients to help them gain the financial confidence to live the life they envision. Amy has a Bachelor of Science in Accounting, an MBA, and is a Certified Financial Planner®, Retirement Management Advisor®, and a Behavioral Financial Advisor™.Read Full Bio
Our Financial Planners
Bob's favorite ways to play include biking, kayaking, and playing old man hockey. Before he and his wife became empty-nesters, his favorite activities revolved around his children, triplet sons and a daughter. In his hometown of Swampscott, MA, Bob is a member of several boards and enjoys working on community projects. He holds a Bachelor of Arts in English Literature, a Master of Science in Journalism, and the Certified Financial Planner® designation.Read Full Bio
Kathy's favorite way to play is at the barn with the horses and also trying her best to play tennis. She is just as passionate about delivering advice from a planning framework that is focused on the client’s goals and most enjoys applying her attention to detail to assist people in making sound financial decisions. She holds a Bachelor of Arts in Economics from the University of Vermont, as well as her Certified Financial Planner® and Retirement Management Advisor® designations.Read Full Bio
Beau’s favorite way to play is fishing, camping, and working out at his parents’ gym. Beau has a Bachelor of Science in Business Administration in Finance and a Certificate in Business Economics from Northern Arizona University. He started as an intern with Sensible Money during his senior year in 2017, and joined full-time upon graduation. He has since acquired his Certified Financial Planner® designation while learning all the ins and outs of taxes, stock options, portfolio design and how to put it all together within the context of a comprehensive retirement income plan.
Chuck’s favorite way to play is spending time with his triplets, either skiing, playing water volleyball, or out at the movies. He’s earned his play time, with over 30 years of industry experience, which is why we’ve deemed him our “retirement income guru!” Chuck spent nearly twenty years of his career at the executive level at VALIC, AIG, and Northwestern Mutual, and willingly shares his wealth of knowledge with the team.Read Full Bio
Nancy's favorite way to play is in discovering new places. Whether by foot or on two wheels, she has a passion for exploring the world around her. She is just as passionate about helping clients explore better ways to manage their finances. Nancy holds a Bachelor of Arts in Government from Wheaton College in Massachusetts, as well as the Certified Financial Planner®, Retirement Management Advisor®, Retirement Income Certified Professional®, CLU®, ChFC® and AEP® designations.Read Full Bio
Julio’s favorite way to play is in the kitchen, cooking for family and friends, and taking long weekend walks with his wife, Jennifer. The most rewarding thing he finds about personal financial planning is empowering people with the necessary knowledge and tools to guide them in making better personal decisions with more confidence and independence. Julio obtained the CFP® as well as the Retirement Income Certified Professional (RICP®) designations from the American College of Financial Services complementing MBA and MPhil degrees in Finance from NYU Stern. He is also an Enrolled Agent admitted to practice before the IRS.Read Full Bio
Our Client Service Team
Jody’s favorite way to play is watching her son participate in downhill mountain bike racing at Mt. Bachelor in beautiful Central Oregon. Jody brings her playfulness to work with her and we love it. She’s a master at making both clients and co-workers smile. She’s been working with Dana since 2004, and applies her eye for detail to many behind-the-scenes tasks, helping us run like clockwork.
Susie’s favorite way to play is on the back of her Harley Heritage Softail as well as doing just about anything outside. She has a degree in Mass Communications with an emphasis in advertising and marketing from Moorhead State University in Minnesota. Prior to 2015 she spent sixteen years helping to run her family’s construction company in Park Rapids, MN. She then relocated to Scottsdale so she and her family could be closer to her in-laws.
Meghan’s favorite way to play is with her two young children. She adds to the Sensible Money family by bringing a fresh and energetic desire to help the team move more gracefully and do what they do best. Her time in the Armed Forces makes her a steadfast teammate, and the power-house females in her life have taught her to be a go-getter and a forever student both in the office and on the home front.
Bailey’s favorite ways to play are spending time with her family and dog, Brody, a French bulldog. She also loves to volunteer with children and adults with disabilities in her free time. Her father has always pushed her and her sisters to be the best they can be and never take anything for granted! She enjoys providing great customer service, always being optimistic, and being a team player.
CJ's favorite way to play is at some of the world's most renowned golf courses, including a few in Scottsdale. CJ is from the San Fernando Valley in Southern California. His previous career as a professional catching coach in the San Francisco Giants organization brought him to the Phoenix area in 2020, where, amidst the pandemic, he soon found a new career in Financial Planning. He has a Bachelor of Science in Sports Management from New York University and was the first baseball player at NYU in over 40 years to be drafted to play MLB.
Our Investment Partners
Brent brings more than a decade of financial and investment experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley.
Dan joined Asset Dedication in 2012, when his startup, AdvisorShip merged with Asset Dedication. At AdvisorShip, Dan helped numerous leaders in the independent financial planning space build their businesses with website development, online marketing, and technology integration. Prior to AdvisorShip, Dan was an independent technology and business consultant for various management consulting firms and startups. Dan earned his BS in Business Administration with a concentration in Finance from Babson College.
Jeremy has been in fixed income management since 1991. Most recently he co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where he created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, he was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments. Jeremy earned his BA in Economics/Mathematics from Claremont McKenna College and holds an MBA from the University of San Francisco.
A recognized leader in finance, investing and economics, Stephen has more than 35 years of experience researching and applying decision theory to real world problems. His prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. His work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which he co-authored with Brent Burns. Stephen holds a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from Ohio State University.