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      • meet our team

      • we love working for you 

      • Meet the founders and team behind Chamberlin Group and get to know the people who make our work possible. We value collaboration, support one another, and take pride in serving our clients. Learn more about our team and discover how you can join us.
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Meet our team
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Don & Suzie Chamberlin

Meet the Founders


Meet Don and Susie Chamberlin, the founders of Chamberlin. They started with a goal to take the message of Holistic Planning across the USA – bringing increased confidence to Americans as they create a fun and vital retirement. 

Don has conducted over 500 educational workshops since starting in 2002, and has established himself as a leader in educating his community on tax and retirement issues.

Susie is Don’s wife. She has supported our business in various functions since its founding. Don calls her his "#1 business advisor."

Get to know our team

At Chamberlin, it’s not just about the work we do—it’s about the lives we impact along the way. Learn more about the people making a difference in our client's lives.

leadership team

Don Chamberlin-1
Don and Susie Chamberlin-1

Don Chamberlin

CFEd, CFEI

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

Susie Chamberlin-1
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Susie Chamberlin

Co-Founder

Sarah Chamberlin Define-1
Sarah Define_Fun-1

Sarah Chamberlin Define

Chief Administrative Officer | Tax Practice Manager

Travis Wools
Travis Wools

Travis Wools

Chief Marketing and Sales Officer

mary steska
mary steska

Mary Steska

Director of Human Resources

Financial Planning & CLIENT SERVICES

Don Chamberlin-1-1
Chamberlin_Fun-1

Don Chamberlin III

CFP®

Lead Planner | Certified Financial Planner™

Tom Ponce-1-1
Tom Ponce_Fun-1

Tom Ponce

NSSA®

Lead Planner | Certified Financial Fiduciary® | National Social Security Advisor®

Scott Nolen-1
Scott_Fun-1

Scott Nolen

NSSA®

Lead Planner | Certified Financial Fiduciary® | National Social Security Advisor®

Luke Bland-1
Luke_Fun-1

Luke Bland

Lead Planner | Certified Financial Fiduciary®

Brendan Kelly-1
Brendan_Fun

Brendan Kelly

CFP®

Lead Planner | Certified Financial Planner™

Jeremiah S-1
Jeremiah Skaggs_Fun-1

Jeremiah Skaggs

Lead Planner | Certified Financial Fiduciary® | National Social Security Advisor®

Jeremy Thomas
Jeremy Thomas

Jeremy Thomas

Lead Planner

Ryan Turnquist
Ryan Turnquist

Ryan Turnquist

Lead Planner

Bill Watson
Bill Watson

Bill Watson

Lead Planner | Certified Financial Fiduciary®

Giovanni Ferrara-1
Giovanni_Fun-1

Giovanni Ferrara

Client Service Advisor | Certified Financial Fiduciary®

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brennan-fun

Brennan Hammer

Client Service Advisor

Nora Hans
Nora Hans

Nora Hans

MA-OILS

Client Service Advisor

Cinnamon Muthonjia
cinnamon-casual

Cinnamon Muthonjia

Client Service Specialist

Tony LaRocca
Tony LaRocca

Tony LaRocca

Paraplanner

eric-meyer
eric-meyer

Eric Meyer

Paraplanner

Retirement educators

Angie Ritter-1
Angie_Fun-1

Angie Ritter

Retirement Educator | Certified Financial Fiduciary® | Certified Financial Educator & Instructor

Ron Lazear
Ron_Fun-1

Ron Lazear

Retirement Educator | Certified Financial Fiduciary® | Certified Financial Educator & Instructor

ryan mills
ryan mills

Ryan Mills

Retirement Educator | Certified Financial Fiduciary® | Certified Financial Educator & Instructor

Accounting & Tax  TEAM

Joseph Define-1
Joe Define_Fun-1

Joseph Define

EA

Accountant | Medicare Advisor | Enrolled Agent

John Laux
John Laux

John Laux

EA

Accountant | Enrolled Agent

Natalie Lehmann-1
Natalie_Fun-1

Natalie Lehmann

Accounting Coordinator

marketing TEAM

Leo Carroll
Leo Carroll

Leo Carroll

Director of Marketing

BarbLang
Barb_Fun

Barb Lang

Videographer

SteveOslica
IMG_3362 - Steve Oslica

Steve Oslica

MPA

Content Marketing Manager

susan prince
susan prince

Susan Prince

Event Marketing Coordinator

Operations & Administration TEAM

Brooke Driesslein-1
Brooke_Fun-1

Brooke Driesslein

Assistant Office Coordinator & IT Liaison

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Aimee_Fun

Aimee Hastings

Executive Assistant

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Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager

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Chamberlin-Team-Zoo Quarterly-20

Lian Lehman

Manager