Don Chamberlin

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

Susie Chamberlin

Co-Founder

Jeremy Mullens

MBA Chief of Staff | Integrator

Sarah Chamberlin Define

Director of Administration | Tax Practice Manager

Don Chamberlin III

CFP® Certified Financial Planner | Holistic Planner

Abigail Herring

Director of Marketing

Josh Reesman

NSSA Director of Planner Team | Certified Financial Fiduciary® | National Social Security Advisor | 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

NSSA Certified Financial Fiduciary® | Holistic Planner | National Social Security Advisor

Brendan Kelly

CFP® Certified Financial Planner™ | Holistic Planner

Derrick Gibbs

Certified Financial Fiduciary® | Holistic Planner

Thomas Wells

Certified Financial Fiduciary® | Holistic Planner

Elliot Rybak

Certified Financial Fiduciary® | Holistic Planner

Amos Madison

Certified Financial Fiduciary® | Holistic Planner

Giovanni Ferrara

Associate

Angie Ritter

Associate

Isaac Butler

Certified Financial Fiduciary® | Analyst

Drew Chamberlin

NSSA Business Development Specialist | National Social Security Advisor®

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 | IT Coordinator

Bella Bice

Intern

Joanie Chamberlin

Office Assistant | Receptionist

Carolyn M. Shipman

Office Mom

Art Snarzyk

Talent Acquisition Consultant

**See Designation Descriptions