Derek Thornton

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Social Security Benefit Options

Protect Yourself from AI Fraud

Must-Know Retirement Deadlines

10 Questions to Ask When Relocating in Retirement

Flying in Style: Modern Airline Rewards

3 Biases That Can Sabotage Your Wealth

Target Date Funds: What They Are and When to Use Them

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Derrick Gibbs

Certified Financial Fiduciary® | Associate

Joseph Define

EA Accountant, Enrolled Agent & Medicare Advisor

Abby Hayes Boegeman

Estate Planning Attorney

Luke Bland

Certified Financial Fiduciary^® & Holistic Planner

Natalie Lehmann

Tax Practice Assistant

Jared Van Slyke

Certified Financial Fiduciary® | Associate

Brooke Driesslein

Administrative Assistant

Isaac Butler

Certified Financial Fiduciary® | Assistant

Joanie Chamberlin

Office Assistant | Receptionist

Art Snarzyk

Talent Acquisition Manager

Jeremy Mullens

MBA Chief of Staff / Integrator

Cherish Grey

Client Services Specialist

Pam Diemert

AAMS® Certified Financial Fiduciary^® & Holistic Planner

John Laux

EA Accountant & Enrolled Agent

Scott Nolen

Certified Financial Fiduciary^® & Holistic Planner

Josh Reesman

Certified Financial Fiduciary^® & Holistic Planner

Marianne Bouras

Executive Liaison & Assistant

Tom Ponce

Certified Financial Fiduciary^® & Holistic Planner

Don Chamberlin III

CFP® Certified Financial Planner^™ & Holistic Planner

Thomas Wells

Associate

Amanda Dinkelmann

Director of Marketing

Don Chamberlin

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

Carolyn M. Shipman

Office Mom

Brendan Kelly

CFP® Certified Financial Planner™ & Holistic Planner

Stephanie Greiner

MA Human Resources Generalist

Sarah Chamberlin Define

Director of Administration & Tax Practice Manager

Susie Chamberlin

Co-Founder