<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2705999009724796&amp;ev=PageView&amp;noscript=1">
Schedule a Call

      • meet our team

      • we love working for you 

      • Learn more about the founders and the team behind the Chamberlin Group.
      •  
Meet our team
Don & Suzie Chamberlin

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-1
Don and Susie Chamberlin-1

Don Chamberlin

CFEd, CFEI

Co-Founder | CEO | Certified Financial Educator & Instructor | Certified Financial Fiduciary®

Susie Chamberlin-1
Susie_fun-1-1

Susie Chamberlin

Co-Founder



Jeremy Mullens-1
Jeremy Mullens_Fun-1

Jeremy Mullens

MBA

Chief of Staff | Integrator

Sarah Chamberlin Define-1
Sarah Define_Fun-1

Sarah Chamberlin Define

Director of Administration | Tax Practice Manager

Josh Reesman-1
Josh R_Fun-1

Josh Reesman

NSSA®

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

Abi_Herring_New-1
Abi_Fun-1

Abigail Herring

Director of Marketing

Don Chamberlin-1-1
Chamberlin_Fun-1

Don Chamberlin III

CFP®

Holistic Planner | Certified Financial Planner™

Tom Ponce-1-1
Tom Ponce_Fun-1

Tom Ponce

NSSA®

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

Scott Nolen-1
Scott_Fun-1

Scott Nolen

NSSA®

Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor

Luke Bland-1
Luke_Fun-1

Luke Bland

Holistic Planner | Certified Financial Fiduciary®

Pam Diemert-1
Pam_Fun

Pam Diemert

AAMS®

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

Brendan Kelly-1
Brendan_Fun

Brendan Kelly

CFP®

Holistic Planner | Certified Financial Planner™

Derrick Gibbs-1
Derrick_Fun

Derrick Gibbs

Holistic Planner | Certified Financial Fiduciary®

Thomas Wells-1
Thomas Wells_Fun-1

Thomas Wells

Holistic Planner | Certified Financial Fiduciary®

Elliot Rybak-1
Elliott_Fun-1

Elliot Rybak

Holistic Planner | Certified Financial Fiduciary®

Amos Madison-1
Amos_Fun-1

Amos Madison

Holistic Planner | Certified Financial Fiduciary®

Giovanni Ferrara-1
Giovanni_Fun-1

Giovanni Ferrara

Holistic Planner | Certified Financial Fiduciary®

Justin Dulle
Justin_Fun-1

Justin Dulle

Associate Planner | Certified Financial Fiduciary®

Matt Losse-1
Matt Losse_Fun-1

Matt Losse

Associate Planner | Certified Financial Fiduciary®

Jeremiah S-1
Jeremiah Skaggs_Fun-1

Jeremiah Skaggs

Associate Planner | Certified Financial Fiduciary®

jeff-wilhelm
jeff-wilhelm

Jeff Wilhelm

Legacy Planner

Cherish-1
Cherish_Fun-1-1

Cherish Grey

Lead Planner Associate

Isaac Butler-1
Isaac_Fun-1

Isaac Butler

Analyst | Certified Financial Fiduciary®

Jordan Knapke
Jordan K_Fun-1

Jordan Knapke

Analyst

Casey H-1
Casey_Fun-1

Casey Holdaway

Analyst

Angie Ritter-1
Angie_Fun-1

Angie Ritter

Retirement Educator

tony-larocca
tony-larocca

Tony LaRocca

Retirement Educator

Ron Lazear
Ron_Fun-1

Ron LaZear

Retirement Educator | Certified Financial Fiduciary®

Joseph Define-1
Joe Define_Fun-1

Joseph Define

EA

Accountant | Medicare Advisor | Enrolled Agent

DSC03827
DSC03827

John Laux

EA

Accountant | Enrolled Agent

DSC03820
Nancy_Fun-1

Nancy Cunningham

MBA

HR Administrator & Payroll Specialist

leo-carroll
Leo and family

Leo Carroll

HubSpot Specialist

BarbKuensting
Barb_Fun

Barb Kuensting

Video Editing Specialist

SteveOslica
IMG_3362 - Steve Oslica

Steve Oslica

MPA

Content Marketing Manager

Carlos-1
Carlos Sis_Fun-1-1

Carlos Sis

Digital Marketing Strategist

Natalie Lehmann-1
Natalie_Fun-1

Natalie Lehmann

Bookkeeper & Tax Practice Assistant

Brooke Driesslein-1
Brooke_Fun-1

Brooke Driesslein

Assistant Office Coordinator

Chamberlin (33 of 37)-1
Aimee_Fun

Aimee Hastings

Executive Assistant

kim-mercier
kim-mercier

Kim Mercier

Receptionist

William (1 of 1)
William Johnson_Fun-1

William Johnson

Financial Planning Intern

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

team-1-Jan-15-2023-03-50-50-4463-AM
Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

headquarters

Consulting Nationally Via Zoom

12444 Powerscourt Drive Suite 100
Saint Louis, MO 63131

Toll-free: (833) 823 - 3330

Phone: (314) 909 - 1100

Fax: (314) 909 - 1269

Quick Links

Contact Us

Referrals

Blog

Legal

Join Our Holistic Plan Email List
FPA_Logo
NACFF logo 1
AFEA_logo
BBB Accredited Business A+_Logo
NATP_logo

© The Chamberlin Group

Website by Nextiny