Don Chamberlin

CFEd®, CFF®, CFEI President | CEO

Jeremy Mullens

MBA Chief of Staff / Integrator

Noel Ledermann

Sales Manager

Don Chamberlin III

CFP®, CFF® Certified Financial Planner

Patrick May

MBA, CFF® Holistic Planner & Fiduciary

Pam Diemert

CFF®, AAMS® Holistic Planner & Fiduciary

Steve Chanez

CFP® Certified Financial Planner

Scott Nolen

CFF® Holistic Planner & Fiduciary

Tom Ponce

Holistic Planner

Luke Bland

Holistic Planner

Abby Hayes Boegeman

Estate Planning Attorney

Marianne Bouras

Director of Operations

Art Snarzyk

Talent Acquisition Manager

Sarah Chamberlin Define

Tax Practice Manager

Brendan Kelly

Planner Assistant

Amanda Bauer

Director of Marketing

Chris Ross

Funnel Marketing Specialist

Erin Dean

Enterprise Client Success Manager

Maria Sage

Client Happiness Specialist

Cherish Grey

Administrative Assistant

Patty Pa

Administrative Assistant

J. Russell Borders

Chief Accountant

John Laux

EA Accountant

Joseph Define

EA Accountant & Medicare Advisor

Gail Scarfino


Susie Chamberlin

Accounts Receivable

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom