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      • Lead Planner

        Don Chamberlin III

Don Chamberlin-1

“After nearly 2 decades as an advisor, I’ve seen that the industry often forgets the 'why.' A portfolio is a tool; purpose is the destination. I am here to ensure your financial plan is working as hard for your values as it does for your future.”

 
 
 
Awards and Recognitions

St. Louis Business Journal 40 Under 40

Meet Don

 

Certifications

  • CFP (Certified Financial Planner®)

Biography

D.C.’s guidestar is integrity. “Integrity is one of, if not the most important quality for a financial advisor to embody,” he says. “I pride myself on bringing a high level of integrity to the table in everything I do on a daily basis.”

A graduate of Principia College, D.C. brings nearly two decades of experience to the firm. He’s our resident “fixer” — particularly adept at identifying areas of clients’ plans that were previously overlooked and working to plug those gaps so people can feel confident they are getting as much value as possible out of their financial plan.

Born in Detroit and raised in Chicago, he and his wife Reshma have now planted deep roots in St. Louis, both in their entrepreneurial enterprises and in building their family here. Outside of work, he enjoys traveling with his family and following professional football and basketball.