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

Stephanie Greiner

MA Human Resources Generalist

Don Chamberlin III

CFP® Certified Financial Planner & Holistic Planner

Josh Reesman

Director of Planner Team, Certified Financial Fiduciary® & Holistic Planner

Luke Bland

Certified Financial Fiduciary® & Holistic Planner

Pam Diemert

AAMS® Certified Financial Fiduciary® & Holistic Planner

Scott Nolen

Certified Financial Fiduciary® & Holistic Planner

Tom Ponce

Certified Financial Fiduciary® & Holistic Planner

Brendan Kelly

CFP® Certified Financial Planner™ & Holistic Planner

Derrick Gibbs

Certified Financial Fiduciary® & Holistic Planner

Thomas Wells

Certified Financial Fiduciary® & Holistic Planner

Elliot Rybak

Associate

Amos Madison

Certified Financial Fiduciary® & Holistic Planner

Giovanni Ferrara

Associate

Angie Ritter

Associate

Isaac Butler

Certified Financial Fiduciary® | Assistant

Drew Chamberlin

NSSA Business Development Representative

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

Natalie Lehmann

Tax Practice Assistant

Brooke Driesslein

Administrative Assistant

Laura Bonskowski

Receptionist

Sydney Cox

MBA Marketing Associate

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom

Art Snarzyk

Talent Acquisition Consultant