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About Us
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Philosophy
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How We Help
The Holistic Planning Process
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Cody Hollaway
Continue meeting the rest of the team
Susie Chamberlin
Co-Founder
Joseph Define
EA
Accountant, Enrolled Agent & Medicare Advisor
Don Chamberlin III
CFP®
Certified Financial Planner
™
& Holistic Planner
Luke Bland
Certified Financial Fiduciary
®
& Holistic Planner
Sarah Chamberlin Define
Director of Administration & Tax Practice Manager
Brendan Kelly
CFP®
Certified Financial Planner™ & Associate Holistic Planner
Pam Diemert
AAMS®
Certified Financial Fiduciary
®
& Holistic Planner
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
Jeremy Mullens
MBA
Chief of Staff / Integrator
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
Stephanie Greiner
MA
Human Resources Generalist
Abby Hayes Boegeman
Estate Planning Attorney
John Laux
EA
Accountant & Enrolled Agent
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
Jared Van Slyke
Practice Associate
Contact Us
314.909.1100
Email Us
Directions
Saint Louis Office
12444 Powerscourt Drive
Suite 200
Saint Louis, MO 63131
Phone: (314) 909-1100
Toll-Free: (833) 823-3330
Fax: (314) 909-1269
Current Class Schedule
Menu
Home
About
About Us
Our Team
Philosophy
Giving Back
Contact
How We Help
How We Help
The Holistic Planning Process
Tax Center
Tax Management Journey™
Social Security Consultant Program™
Investment Audit™
Classes
Insight
Blog
Videos
Newsletter
In The News
Recognition
Careers
Client Login