Our specialty is building plans that help clients transition into retirement and delivering the
retirement cashflows that we have projected.
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
Founder and CEO
CFP®, RMA®, Kolbe Certified™ Consultant
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 writes for MarketWatch and is the author of Control Your Retirement Destiny and Social Security Sense.
Dana is called on by leading News and Information channels regularly to share her
Our Executive Financial Planners
Kathy’s favorite way to play is at the barn, riding her horse through a jump course. 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.
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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.
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Nancy’s favorite way to play is in discovering new places. Whether by foot or on wheels, she has a passion for travel and 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 her Certified Financial Planner®, Retirement Management Advisor®, Retirement Income Certified Professional®, CLU®, ChFC® and CDFA® designations.
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Our Service Team
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 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®.
Amy's favorite way to play is with her "guys" – her husband and their two young sons. She enjoys traveling, food, game shows, and the occasional bingo outing. Originally from upstate New York, Amy moved to the Phoenix area in 2009 and still doesn't miss having to shovel! Amy has a Bachelor of Science in Accounting and an MBA. She is a Certified Financial Planner® professional and a Behavioral Financial Advisor™.
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, is now full-time, and currently studying to take the CFP® exam.
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.
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.