Don Chamberlin

CFEd®, CFF®, CFEI President | CEO

Jeremy Mullens

MBA Chief of Staff / Integrator

Don Chamberlin III

CFP®, CFF® Certified Financial Planner

Jeremy Reiland

CFF®, CFEI Senior Holistic Planner & Fiduciary

Patrick May

MBA, CFF® Holistic Planner & Fiduciary

Pam Diemert

CFF®, AAMS® Holistic Planner & Fiduciary

Steve Chanez

CFP® Certified Financial Planner

Scott Nolen

Holistic Planner & Fiduciary

Brendan Kelly

Planner Assistant

Abby Hayes Boegeman

Estate Planning Attorney

Marianne Bouras

Director of Operations

Sarah Chamberlin Define

Tax Practice Manager

Marie Perkins

Client Services Manager

Maria Sage

Client Happiness Specialist

Hannah Jansen

Marketing Coordinator

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

Morgan Harrison

Class Coordinator

Kelly Carter

Educational Event Coordinator