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
Gail Scarfino
Accountant
Susie Chamberlin
Accounts Receivable
Joanie Chamberlin
Office Assistant | Receptionist
Carolyn M. Shipman
Office Mom
Morgan Harrison
Class Coordinator
