Don Chamberlin

CFEd, CFEI Co-Founder | CEO | Certified Financial Educator | Certified Financial Fiduciary®

Susie Chamberlin

Co-Founder

Jeremy Mullens

MBA Chief of Staff / Integrator

Sarah Chamberlin Define

Director of Administration & Tax Practice Manager

Amanda Dinkelmann

Director of Marketing

Stephanie Greiner

MA Human Resources Generalist

Don Chamberlin III

CFP® Certified Financial Planner™ & Holistic Planner

Pam Diemert

AAMS® Certified Financial Fiduciary® & Holistic Planner

Scott Nolen

Certified Financial Fiduciary® & Holistic Planner

Tom Ponce

Certified Financial Fiduciary® & Holistic Planner

Luke Bland

Certified Financial Fiduciary® & Holistic Planner

Josh Reesman

Certified Financial Fiduciary® & Holistic Planner

Brendan Kelly

CFP® Certified Financial Planner™ & Holistic Planner

Derrick Gibbs

Certified Financial Fiduciary® | Associate

Jared Van Slyke

Certified Financial Fiduciary® | Associate

Isaac Butler

Certified Financial Fiduciary® | Assistant

Joseph Define

EA Accountant, Enrolled Agent & Medicare Advisor

John Laux

EA Accountant & Enrolled Agent

Abby Hayes Boegeman

Estate Planning Attorney

Marianne Bouras

Executive Liaison & Assistant

Cherish Grey

Client Services Specialist

Patty Pa

Administrative Assistant

Brooke Driesslein

Administrative Assistant

Natalie Lehmann

Tax Practice Assistant

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom

Art Snarzyk

Talent Acquisition Manager
**See Designation Descriptions