Who We Are

Our Mission

Create the freedom to live life without the thought of money.

Our Values

It’s our honor.
Clients trust us with the biggest financial decisions they make.
Own It.
We own our job and take responsibility for the outcome.
Out with the cookie cutter.
Canned solutions and answers? That’s not us.
Wow!
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.

Our Partners

Our Financial Planners

Robert Powell

CFP^®, RMA^®, Director of Retirement Education

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.

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Kathleen Mealey

CFP^®, RMA^®, Operations Director/Financial Planner

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.

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Beau Kemp

CFP^®, RMA^®, Financial Planner

Beau’s favorite way to play is fishing, camping, and working out at the gym. Beau has a Bachelor of Science in Business Administration in Finance and a Certificate in Business Economics from Northern Arizona University. He joined Sensible Money in 2017, and his career progressed from Technician to Analyst to Financial Planner while acquiring his Certified Financial Planner® and Retirement Management Advisor® designations and passing the Chartered Financial Analyst® Level 1 exam. He has mastered 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.

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Nancy Fellinger

CFP^®, RMA^®, RICP^®, CLU^®, ChFC^®, AEP^®, Financial Planner

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.

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Julio Lopez-Brito

CFP®, RICP®, MBA, MPhil, Financial Planner

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.

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Our Client Service Team

Jody Hulsey

Client Services

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.

Suzanne Nagel

Office Manager/Financial Planning Technician

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 McCarthy

Executive Assistant/Client Services

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 Thomas

Client Services

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 Picerni

Financial Planning Technician

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.

Navarrus Hale

Financial Planning Technician

Navarrus’ favorite way to play is spending time with the people in his life that matters the most; his wife, son, family, and friends. He also enjoys being active in a variety of ways such as exercising in the gym, doing yard work, and simple outdoor walks. Navarrus is originally from Fort Wayne, Indiana, but was raised in Ellenwood and Decatur, Georgia. His previous career as a fitness manager at a retirement community triggered his interest in the financial planning industry, where he began his career in 2020. He has a Bachelor of Science in Kinesiology from Indiana University (IUPUI) and is the oldest of four siblings. Navarrus was drawn to Sensible Money because of the transparency and unbiased holistic advice given to clients with a focus on building organic relationships.

Keri Hoffman

Client Services

Keri’s favorite way to play is being outdoors with her husband. She enjoys challenging herself by being active and cooking in the kitchen, a learned talent from her mother and hours of watching the Food Network. She comes to Sensible Money originally with a sports background, getting her master’s degree in Australia after playing Division I soccer for Illinois State University. Before moving to Arizona to join Sensible Money she spent time with another financial services firm in Chicago, IL, helping with financial investment planning and insurance needs. She enjoys helping others in their financial journey, wherever it may take them.

Our Investment Partners

Brent Burns

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.

Daniel Yeoman

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 Fletcher CFA

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.

Stephen J. Huxley PHD

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.