Joseph Define

EA

Accountant, Enrolled Agent & Medicare Advisor

Joe joined The Chamberlin Group in 2008 and is an Enrolled Agent with the IRS Certification (EA) is accomplished by passing a comprehensive examination covering all aspects of tax code. As an Enrolled Agent, Joe is licensed to practice by the federal government and is authorized to appear in the place of the taxpayer at the IRS. Only enrolled agents, attorneys, and CPAs have unlimited rights to represent taxpayers before the IRS. Joe prepares over 900 tax returns each year. We are proud to have Joe on our team.

In addition to Joe’s role as accountant, he will assist local couples and individuals in making decisions about how to handle healthcare when they are no longer covered under employer health plans. Joe Define is well versed in Medicare rules, options, and plans and can help before and after age 65 to weed through the many different options for Medicare and Healthcare plans.

Joe is a licensed Medicare and Healthcare Advisor in the states of Missouri and Illinois. He is licensed Agent Representative for UnitedHealthcare, Essence Healthcare, Humana and Aetna Medicare.

For fun, Joe enjoys camping with his wife Sarah and their 3 dogs, Marley, Lucy, and Suzie. He also likes riding his Harley Davidson Motorcycle and visiting Craft Breweries.

Enrolled Agent

Continue meeting the rest of the team

Contact Us

Saint Louis Office

IMPORTANT NOTICE

You are now leaving the “The Chamberlin Group” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. 

Schwab is a registered broker-dealer, and is not affiliated with “The Chamberlin Group” or any advisor(s) whose name(s) appears on this Website. “The Chamberlin Group” is/are independently owned and operated. Schwab neither endorses nor recommends The Chamberlin Group. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “The Chamberlin Group” under which Schwab provides “The Chamberlin Group” with services related to your account. Schwab does not review the “The Chamberlin Group” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “The Chamberlin Group” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.