Don Chamberlin

Don Chamberlin

CFEd®, CFF®, CFEI, CFEBC President | CEO
Jeremy Mullens

Jeremy Mullens

MBA Chief of Staff / Integrator
Don Chamberlin III

Don Chamberlin III

CFP®, CFF® Certified Financial Planner
Jeremy Reiland

Jeremy Reiland

CFF®, CFEI Senior Holistic Planner & Investment Advisor
Patrick May

Patrick May

MBA, CFF® Holistic Planner & Investment Advisor
Pam Diemert

Pam Diemert

CFF®, AAMS® Holistic Planner & Investment Advisor
Steve Chanez

Steve Chanez

CFP® Certified Financial Planner
Scott Nolen

Scott Nolen

Financial Advisor
Brendan Kelly

Brendan Kelly

Assistant Advisor
Abby Hayes Boegeman

Abby Hayes Boegeman

Estate Planning Attorney
Marianne Bouras

Marianne Bouras

Director of Operations
Sarah Chamberlin Define

Sarah Chamberlin Define

Tax Practice Manager
Marie Perkins

Marie Perkins

Client Services Manager
Maria Sage

Maria Sage

Client Happiness Specialist
Reena Chauhan

Reena Chauhan

Hiring and Recruiting Specialist
Hannah Jansen

Hannah Jansen

Marketing Coordinator
J. Russell Borders

J. Russell Borders

Chief Accountant
John Laux

John Laux

EA Accountant
Joseph Define

Joseph Define

EA Accountant & Medicare Advisor
Gail Scarfino

Gail Scarfino

Accountant
Susie Chamberlin

Susie Chamberlin

Accounts Receivable
Joanie Chamberlin

Joanie Chamberlin

Office Assistant | Receptionist
Carolyn M. Shipman

Carolyn M. Shipman

Office Mom
Morgan Harrison

Morgan Harrison

Class Coordinator
Kelly Carter

Kelly Carter

Educational Event Coordinator