- Phone: (314) 909-1100
- Toll-Free: (833) 823-3330
- Fax: (314) 909-1269
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12444 Powerscourt Drive
Suite 200
Saint Louis, MO 63131
Susie Chamberlin
Co-Founder
Luke Bland
Certified Financial Fiduciary® & Holistic Planner
Sarah Chamberlin Define
Director of Administration & Tax Practice Manager
Natalie Lehmann
Tax Practice Assistant
Art Snarzyk
Talent Acquisition Manager
Marianne Bouras
Executive Liaison & Assistant
Brooke Driesslein
Administrative Assistant
Scott Nolen
Certified Financial Fiduciary® & Holistic Planner
Carolyn M. Shipman
Office Mom
Don Chamberlin
CFEd, CFEI Co-Founder | CEO | Certified Financial Educator | Certified Financial Fiduciary®
Patty Pa
Administrative Assistant
Cherish Grey
Client Services Specialist
Abby Hayes Boegeman
Estate Planning Attorney
Isaac Butler
Practice Assistant
Amanda Dinkelmann
Director of Marketing
Derrick Gibbs
Practice Associate
Tom Ponce
Certified Financial Fiduciary® & Holistic Planner
Joanie Chamberlin
Office Assistant | Receptionist
Josh Reesman
Certified Financial Fiduciary® & Holistic Planner
