Advisory Board
Melinda Davis, CFP®, CRPC®
Davis Wealth Advisors; Bedford, NH
Melinda Davis believes in living life with no regrets. In 2017 she launched her own Registered Investment Advisory firm, Davis Wealth Advisors to fulfill her own dreams and help other families achieve theirs. She is committed to always acting in client’s best interests. Melinda has a Masters in Finance from Boston College, a B.S. in Finance from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Retirement Planning Counselor™. She lives on a farm in southern New Hampshire with her husband.
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.
Aries Jimenez, CFP®®
San Diego Wealth ; San Diego, CA
Aries, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is passionate about helping others achieve financial success, and helping clients live their most inspired life. A life of true freedom! He has spent his entire career in the financial services industry and enthusiastically joined San Diego Wealth in 2009 to help clients live their lives completely and fearlessly.
Aries received his bachelor's degree from University of California, San Diego, and has also completed the Executive Financial Planning Program at San Diego State University. He has experience in real estate, retail banking, tax preparation, and financial planning.
Born and raised in San Diego, Aries enjoys traveling and fishing. He is a member of Eastlake Church and helps serve in their financial ministry. During his free time, he and his wife enjoy spending quality time with their three sons and hanging out with family and friends.
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.
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.