Don Chamberlin

CFEd, CFF, CFEIPresident | CEO | Certified Financial Educator

Jeremy Mullens

MBAChief of Staff / Integrator

Don Chamberlin III

CFP®Certified Financial Planner & Holistic Planner

Patrick May

MBA, CFFCertified Financial Fiduciary® & Holistic Planner

Pam Diemert

CFF, AAMS®Certified Financial Fiduciary® & Holistic Planner

Scott Nolen

CFFCertified Financial Fiduciary® & Holistic Planner

Tom Ponce

CFFCertified Financial Fiduciary® & Holistic Planner

Sarah Chamberlin Define

Director of Administration & Tax Practice Manager

Luke Bland

CFFCertified Financial Fiduciary® & Holistic Planner

Josh Reesman

CFFCertified Financial Fiduciary® & Holistic Planner

Abby Hayes Boegeman

Estate Planning Attorney

Brendan Kelly

CFP®Certified Financial Planner™ & Associate Holistic Planner

Amanda Dinkelmann

Director of Marketing

Marianne Bouras

Executive Liaison & Assistant

Stephanie Greiner

MAHuman Resources Generalist

Cherish Grey

Client Services Specialist

Patty Pa

Administrative Assistant

John Laux

EAAccountant

Joseph Define

EAAccountant & Medicare Advisor

Art Snarzyk

Talent Acquisition Manager

Susie Chamberlin

Accounts Receivable

Joanie Chamberlin

Office Assistant | Receptionist