Advisory Board
Jeanna Fifer, CFP®, CPWA®
Cordis Financial; Minneapolis, MN
Jeanna Fifer is a Financial Planner and Partner with Cordis Financial in Minneapolis, MN. Jeanna started in financial planning after graduating from the University of Minnesota in 2008. Through an internship in college she saw first-hand the impact that holistic financial planning can have on people’s lives.
Over the years as a financial planner, Jeanna has enjoyed working with clients helping them to better understand their position and supporting them as they make decisions. Jeanna is an active member of the Financial Planning Association of MN; she served as the chapter president in 2016 and received the 2019 Distinguished Service Award.
She lives in Minnetonka, loves board games and is always interested in a must-watch recommendation.
Stephen J Hazel, CFP®
Magnificent Life Financial Planning; Tempe, AZ
Stephen Hazel is a fee-only financial planner based in Tempe, AZ. He works with a wide range of clients in identifying and pursuing their life’s goals. He is a CERTIFIED FINANCIAL PLANNER™ and transitioned to the financial advisory business in early 2008 after spending nearly two decades in banking.
Stephen attended Occidental College in Eagle Rock, CA, studying physics and engineering, and after that, graduated from Arizona State University, earning a BA in Japanese, which he speaks conversationally. He acquired a Master’s in Business Administration from Grand Canyon University. He has been a senior-level executive with extensive financial administration and accounting experience in start-up companies and community-sized financial institutions.
Stephen is also devoted to education; he has been an Adjunct Faculty member for Rio Salado College and has been actively involved in the local community, having served on various charitable boards and organizations in support of education.
He coached the triathlon program for the Desert Mountain States Leukemia and Lymphoma Society and is a six-time IRONMAN® finisher and ten-time finisher of the San Diego Rock & Roll Marathon as well as a number of other endurance events. He enjoys reading and outdoor activities when the weather is right! He is the proud father of two sons and a daughter and is a long–time Arizona resident.
Devon Klumb , CFP®, BFA™
Betterment; Cincinnati, OH
Devon Klumb is a CERTIFIED FINANCIAL PLANNER ™ and holds credentials as Behavioral Financial Advisor®. Devon co-founded a Fee-Only RIA in 2016 prior to merging with a larger RIA based in Cincinnati, OH in 2019. Devon now manages Strategic Sales at Betterment For Advisors and serves as an Implementation Consultant and Advisory Board member at Money Quotient.
In his free time, Devon enjoys spending time on the golf course, playing guitar, listening to old music, and hanging out with his family—Liz, Jack, Nora, Molly, and Piper.
Michelle Maton, CFP®, EA, ATA
The Planning Center; Chicago, IL
Michelle is a senior financial planner and shareholder of The Planning Center based in Chicago.
On any given day, you will find Michelle focusing on financial planning, tax strategies and reviews, and transition planning, which helps her clients for the inevitable ups and downs in life—for better or worse. Michelle is also an ardent conservationist and loves to travel. Her first visit to Africa in 1996 changed her life, and she returns as often as she can.
She is a Certified Financial Planner, CFP®, and an EA, a federally authorized tax practitioner empowered by the U.S Treasury to represent taxpayers before the IRS, a status that is the highest credential awarded by the IRS.
Jacob Newcomer, CFP®
Chicory Wealth; Decatur, GA
I meet with clients to get a true understanding of where they are in life and where they want to be, analyzing and constructing financial plans to help people realize the full potential of their resources. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and have degrees in finance, information systems, and organizational leadership.
I take pride in making sure my clients understand their financial situation in all life stages and the options, strategies, and investments at their disposal in this complex and dynamic financial world in which we live. I believe the biggest sources of financial stress and missed opportunity are fear of the unknown and uncertainty about the future: “Am I making the right decisions with my resources?” “How might life and/or the world around me change and influence me financially?” I work to alleviate that by carefully explaining how each detail fits into a healthy big picture view.
In a previous life, I worked in various industry finance roles for a large European technology and manufacturing conglomerate and gained valuable experience in business strategy and financial management. However, over time I started to realize that I would find more fulfillment working with and inspiring people directly with regard to money. I’ve now been doing this much longer than I was in corporate America and have not regretted it for a second.
My wife Lauren and I have a son named Cameron and a dog named Max. We live in Decatur, GA. For me, a balanced life includes neighborhood walks with our dog, real estate shows on TV, following financial markets in depth, and not feeling guilty occasionally ordering fries. I can also be found eagerly discussing all things travel, soccer, and adding to my shoe collection.
Willam Pitney , MBA, CFP®, AIF®, CeFT®, CLU®
FocusYOU; San Mateo, CA
For 18 years, William has been helping busy professionals and business owners to get out of the pressure cooker. He founded FocusYOU to provide practical financial advice, personalized solutions, and coaching to help you achieve your life goals and aspirations.
William is passionate about working with women and families to achieve their life goals and protect their lifestyles. He became a financial planner after witnessing the devastating effects that poor advice had on his mother-in-law following the death of her husband.
William is an active member of the FPA and FPA NorCal Conference.
Originally from Louisville, KY, William has lived in the SF Bay Area for 25 years. He is an avid sports fan, loves March Madness and the NBA playoffs. He enjoys music, food and traveling. He has coached flag football and little league and volunteers with organizations focused on children. He is learning to speak Mandarin Chinese.