Our Team

Jeremy Reiland

Jeremy Reiland, CFEI

Senior Holistic Planner & Investment Advisor

Patrick May

Patrick "Pat" May, MBA

Holistic Planner & Investment Advisor

Patrick Toohey

Patrick Toohey

Holistic Planner & Investment Advisor

Marianne Bouras

Marianne Bouras

Director of Operations

Sarah Chamberlin Define

Sarah Chamberlin Define

Tax Practice Manager

Marie Munton

Marie Munton

Client Services Manager

Pamela Kelly

Pamela S. Kelly, MCAS

Executive Assistant to Don Chamberlin

James Borders

J. Russell Borders

Chief Accountant

Susie Chamberlin

Susie Chamberlin

Accounts Receivable

Joanie Chamberlin

Joanie Chamberlin

Office Assistant | Receptionist

Kelly Carter

Kelly Carter

Educational Event Coordinator

Abby Boegeman

Abby Hayes Boegeman, J.D.

Estate Planning Attorney

CFEd:  The CERTIFIED FINANCIAL EDUCATOR (CFEd) instructs professionals in the benefits and methods of teaching adults financial literacy.  It allows financial professionals to become “educators” and “teachers”. CFEd’s are distinguished from others in the industry. As a financial professional they build confidence with a recognized designation.  

Upon completion of the testing and training, CERTIFIED FINANCIAL EDUCATION INSTRUCTORS (CFEI) are accepted in the Personal Finance Speakers Association and have the opportunity to conduct financial literacy presentations.  They must maintain the highest ethical and educational standards and ensure all information they are providing as an instructor is accurate and delivered effectively.

MILLION DOLLAR ROUND TABLE (TOP OF THE TABLE):  Million Dollar Round Table (MDRT) is a global, independent association of more than 66,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 72 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit www.mdrt.org .
Qualification for the MDRT requires a minimum of $94,000 of eligible commissions paid. Qualification for the Top of the Table requires $564,000 of eligible commissions paid. Don Chamberlin has been a Top of the Table member since 2011.  Top of the Table members exchange advanced sales and productivity ideas and develop interpersonal relationships among an international network of leading insurance and investment financial services’ producers/advisors.

A CHARTERED FEDERAL EMPLOYEE BENEFIT CONSULTANT (CFEBC) is a designation for Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive training course and passed a rigorous examination covering all federal employee benefits.

CERTIFIED FINANCIAL PLANNER: CERTIFIED FINANCIAL PLANNER™ (CFP®) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CERTIFIED FINANCIAL FIDUCIARIES (CFF®) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.  By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first.

ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®):  Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

An ENROLLED AGENT (EA) is a federally licensed tax practitioner who has unlimited rights to represent taxpayers before the IRS.  Enrolled agents are licensed by the IRS.

MASTERS BUSINESS ADMINISTRATION (MBA): Master of Business Administration (MBA) is a postgraduate degree that is awarded to professionals who have mastered the study of business.

A REGISTERED TAX RETURN PREPARER (RTRP) must pass a test, take continuing educations, and have the ability to represent taxpayers before the IRS although it is limited to only the people which they have prepared the return.

JURIS DOCTORATE:  A JURIS DOCTORATE (JD) is a terminal doctoral degree program that’s the highest education level available for legal studies within the United States. The JD is the only law degree that qualifies individuals for taking the bar exam and proves analytical ability in advising or representing clients in the court system. 

A MICROSOFT CERTIFIED APPLICATION SPECIALIST (MCAS) is a professional who has completed a series of certification exams to demonstrate the highest proficiency in Microsoft’s Office software suite.