Don Chamberlin
CFEd, CFEI Co-Founder | CEO | Certified Financial Educator | Certified Financial Fiduciary®
Susie Chamberlin
Co-Founder
Sarah Chamberlin Define
Director of Administration & Tax Practice Manager
Amanda Dinkelmann
Director of Marketing
Josh Reesman
Certified Financial Fiduciary® & Holistic Planner
Luke Bland
Certified Financial Fiduciary® & Holistic Planner
Scott Nolen
Certified Financial Fiduciary® & Holistic Planner
Tom Ponce
Certified Financial Fiduciary® & Holistic Planner
Derrick Gibbs
Certified Financial Fiduciary® & Holistic Planner
Jared Van Slyke
Certified Financial Fiduciary® & Holistic Planner
Thomas Wells
Certified Financial Fiduciary® & Holistic Planner
Elliot Ryback
Associate
Drew Chamberlin
Business Development Representative
Abby Hayes Boegeman
Estate Planning Attorney
Isaac Butler
Certified Financial Fiduciary® | Assistant
Marianne Bouras
Executive Liaison & Assistant
Cherish Grey
Client Services Specialist
Natalie Lehmann
Tax Practice Assistant
Brooke Driesslein
Administrative Assistant
Joanie Chamberlin
Office Assistant | Receptionist
Carolyn M. Shipman
Office Mom
