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meet our team
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we love working for you
- Learn more about the founders and the team behind the Chamberlin Group.
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Meet the Founders
Meet Don and Susie Chamberlin, the founders of Chamberlin. They started with a goal to take the message of Holistic Planning across the USA – bringing increased confidence to Americans as they create a fun and vital retirement.
Don has conducted over 500 educational workshops since starting in 2002, and has established himself as a leader in educating his community on tax and retirement issues.
Susie is Don’s wife. She has supported our business in various functions since its founding. Don calls her his "#1 business advisor."
Get to know our team
At Chamberlin, it’s not just about the work we do—it’s about the lives we impact along the way. Learn more about the people making a difference in our client's lives.


Don Chamberlin
CFEd, CFEI
Co-Founder | CEO | Certified Financial Educator & Instructor | Certified Financial Fiduciary®


Susie Chamberlin
Co-Founder


Jeremy Mullens
MBA
Chief of Staff | Integrator


Sarah Chamberlin Define
Director of Administration | Tax Practice Manager


Josh Reesman
NSSA®
Planner Team Director | Lead Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor


Abigail Herring
Director of Marketing


Art Snarzyk
Employee Experience Leader


Don Chamberlin III
CFP®
Holistic Planner | Certified Financial Planner™


Tom Ponce
NSSA®
Lead Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor


Scott Nolen
NSSA®
Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor


Luke Bland
Holistic Planner | Certified Financial Fiduciary®


Pam Diemert
AAMS®
Holistic Planner | Accredited Asset Management Specialist℠ | Certified Financial Fiduciary®


Brendan Kelly
CFP®
Holistic Planner | Certified Financial Planner™


Derrick Gibbs
Holistic Planner | Certified Financial Fiduciary®


Thomas Wells
Holistic Planner | Certified Financial Fiduciary®


Elliot Rybak
Holistic Planner | Certified Financial Fiduciary®


Amos Madison
Holistic Planner | Certified Financial Fiduciary®


Giovanni Ferrara
Holistic Planner | Certified Financial Fiduciary®
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Justin Dulle
Associate Planner | Certified Financial Fiduciary®


Matt Losse
Associate Planner | Certified Financial Fiduciary®


Jeremiah Skaggs
Associate Planner | Certified Financial Fiduciary®


Cherish Gray
Lead Planner Associate


Isaac Butler
Analyst | Certified Financial Fiduciary®


Jordan Knapke
Analyst


Casey Holdaway
Analyst


Angie Ritter
Retirement Educator
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Ron LaZear
Retirement Educator | Certified Financial Fiduciary®


Joseph Define
EA
Accountant | Medicare Advisor | Enrolled Agent

John Laux
EA
Accountant | Enrolled Agent


Nancy Cunningham
MBA
HR Administrator & Payroll Specialist


Barb Kuensting
Video Editing Specialist


Steve Oslica
Content Marketing Manager


Carlos Sis
Digital Marketing Strategist


Natalie Lehmann
Bookkeeper & Tax Practice Assistant


Brooke Driesslein
Assistant Office Coordinator
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Aimee Hastings
Executive Assistant
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William Johnson
Financial Planning Intern


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager


Lian Lehman
Manager

Ready to make a difference?
Join a team that values your contributions, supports your growth, and shares your commitment to empowering others. Take the next step in your career with The Chamberlin Group.