Don Chamberlin

CFEd, CFF, CFEI President | CEO | Certified Financial Educator

Jeremy Mullens

MBA Chief of Staff / Integrator

Don Chamberlin III

CFP® Certified Financial Planner®

Patrick May

MBA, CFF Certified Financial Fiduciary® & Holistic Planner

Pam Diemert

CFF, AAMS® Certified Financial Fiduciary® & Holistic Planner

Scott Nolen

CFF Certified Financial Fiduciary® & Holistic Planner

Tom Ponce

CFF Certified Financial Fiduciary® & Holistic Planner

Luke Bland

CFF Certified Financial Fiduciary® & Holistic Planner

Josh Reesman

CFF Certified Financial Fiduciary® & Holistic Planner

Abby Hayes Boegeman

Estate Planning Attorney

Marianne Bouras

Director of Operations

Sarah Chamberlin Define

Tax Practice Manager

Brendan Kelly

Planner Assistant

Amanda Bauer

Director of Marketing

Stephanie Greiner

MA Human Resources Generalist

Cherish Grey

Client Services Specialist

Patty Pa

Administrative Assistant

John Laux

EA Accountant

Joseph Define

EA Accountant & Medicare Advisor

Art Snarzyk

Talent Acquisition Manager

Chris Ross

Funnel Marketing Specialist

Susie Chamberlin

Accounts Receivable

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom
**See Designation Descriptions