The Chamberlin Group

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

The Baby Boomer Dilemma – The Movie

7 Ways Investing Changes in Retirement Part Two

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5 Podcasts for Business Owners

Gratitude’s Impact on Your Money Mindset

7 Ways Investing Changes in Retirement Part One

young girl in classroom setting with her hand raised

Answering Your Kids Toughest Money Questions

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Riches to Rags: Poor Money Choices of 5 Celebes

Continue meeting the rest of the team

Don Chamberlin III

CFP® Certified Financial Planner^™ & Holistic Planner

Sarah Chamberlin Define

Director of Administration & Tax Practice Manager

Carolyn M. Shipman

Office Mom

Luke Bland

Certified Financial Fiduciary^® & Holistic Planner

Patty Pa

Administrative Assistant

Tom Ponce

Certified Financial Fiduciary^® & Holistic Planner

Don Chamberlin

CFEd, CFEI Co-Founder | CEO | Certified Financial Educator | Certified Financial Fiduciary^®

Susie Chamberlin

Co-Founder

Cherish Grey

Client Services Specialist

Abby Hayes Boegeman

Estate Planning Attorney

Brendan Kelly

CFP® Certified Financial Planner™ & Holistic Planner

John Laux

EA Accountant & Enrolled Agent

Derrick Gibbs

Certified Financial Fiduciary® | Associate

Joanie Chamberlin

Office Assistant | Receptionist

Natalie Lehmann

Tax Practice Assistant

Brooke Driesslein

Administrative Assistant

Scott Nolen

Certified Financial Fiduciary^® & Holistic Planner

Josh Reesman

Certified Financial Fiduciary^® & Holistic Planner

Pam Diemert

AAMS® Certified Financial Fiduciary^® & Holistic Planner

Marianne Bouras

Executive Liaison & Assistant

Stephanie Greiner

MA Human Resources Generalist

Isaac Butler

Certified Financial Fiduciary® | Assistant

Joseph Define

EA Accountant, Enrolled Agent & Medicare Advisor

Amanda Dinkelmann

Director of Marketing

Jared Van Slyke

Certified Financial Fiduciary® | Associate

Jeremy Mullens

MBA Chief of Staff / Integrator

Art Snarzyk

Talent Acquisition Manager

The Chamberlin Group Financial Educational for Retirement

Education tailored specifically to your needs.

Tuition-Free. Convenient. Local Seminars. Online Webinars.