Don Chamberlin
CFEd, CFEI Co-Founder | CEO | Certified Financial Educator & Instructor | Certified Financial Fiduciary®
Susie Chamberlin
Co-Founder
Art Snarzyk
Employee Experience Leader
Sarah Chamberlin Define
Director of Administration | Tax Practice Manager
Abigail Herring
Director of Marketing
Barb Kuensting
Video Editing Specialist
Josh Reesman
NSSA Director of Planner Team | Certified Financial Fiduciary® | National Social Security Advisor | Holistic Planner
Tom Ponce
NSSA Certified Financial Fiduciary® | Lead Holistic Planner | National Social Security Advisor
Cherish Grey
Lead Planner Associate
Scott Nolen
Certified Financial Fiduciary® | Holistic Planner
Luke Bland
Certified Financial Fiduciary® | Holistic Planner
Derrick Gibbs
Certified Financial Fiduciary® | Holistic Planner
Thomas Wells
Certified Financial Fiduciary® | Holistic Planner
Elliot Rybak
Certified Financial Fiduciary® | Holistic Planner
Amos Madison
Certified Financial Fiduciary® | Holistic Planner
Giovanni Ferrara
Associate
Isaac Butler
Certified Financial Fiduciary® | Analyst
Angie Ritter
Business Development Specialist
Abby Hayes Boegeman
Estate Planning Attorney
Marianne Bouras
Executive Liaison | Assistant
Natalie Lehmann
Bookkeeper and Tax Practice Assistant
Brooke Driesslein
Administrative Assistant | IT Coordinator
Joanie Chamberlin
Office Assistant | Receptionist
Carolyn M. Shipman
Office Mom
Patricia Bass
Receptionist
