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      • 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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Chamberlin Group retirement planning video
Don and Susie Chamberlin, the founders of The Chamberlin Group.

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, Co-Founder | CEO | Certified Financial Educator & Instructor | Certified Financial Fiduciary
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Don Chamberlin

CFEd, CFEI

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

Susie Chamberlin, Co-Founder
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Susie Chamberlin

Co-Founder

Sarah Chamberlin Define, Chief Administrative Officer | Tax Practice Manager
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Sarah Chamberlin Define

Chief Administrative Officer | Tax Practice Manager

Travis Wools, Chief Marketing and Sales Officer
Travis Wools

Travis Wools

Chief Marketing and Sales Officer

Mary Steska, Director of Human Resources
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Mary Steska

Director of Human Resources

Financial Planning & CLIENT SERVICES

Don Chamberlin III, Lead Planner | Certified Financial Planner
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Don Chamberlin III

CFP®

Lead Planner | Certified Financial Planner™

Scott Nolen, Lead Planner | Certified Financial Fiduciary | National Social Security Advisor
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Scott Nolen

NSSA®

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

Luke Bland, Lead Planner | Financial Fiduciary
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Luke Bland

Lead Planner | Certified Financial Fiduciary®

Brendan Kelly, Lead Planner | Certified Financial Planner
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Brendan Kelly

CFP®

Lead Planner | Certified Financial Planner™

Jeremiah Skaggs, Lead Planner | Certified Financial Fiduciary | National Social Security Advisor
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Jeremiah Skaggs

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

Jeremy Thomas, Lead Planner
Jeremy Thomas

Jeremy Thomas

Lead Planner

Ryan Turnquist, Lead Planner | National Social Security Advisor
Ryan Turnquist

Ryan Turnquist

Lead Planner | National Social Security Advisor®

Bill Watson, Lead Planner | Certified Financial Fiduciary | National Social Security Advisor
Bill Watson

Bill Watson

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

Giovanni Ferrara, Client Service Advisor | Certified Financial Fiduciary
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Giovanni Ferrara

Client Service Advisor | Certified Financial Fiduciary®

Brennan Hammer, Client Service Advisor
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Brennan Hammer

Client Service Advisor

Nora Hans, Client Service Advisor
Nora Hans

Nora Hans

MA-OILS

Client Service Advisor

Mason Levitt, Client Service Specialist
Mason Levitt

Mason Levitt

Client Service Specialist

Cinnamon Muthonjia, Client Service Specialist
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Cinnamon Muthonjia

Client Service Specialist

Tony LaRocca, Paraplanner
Tony LaRocca

Tony LaRocca

Paraplanner

Eric Meyer, Paraplanner
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Eric Meyer

Paraplanner

Retirement educators

Angie Ritter, Retirement Educator | Certified Financial Fiduciary | Certified Financial Educator & Instructor
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Angie Ritter

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

Ron Lazear, Retirement Educator | Certified Financial Fiduciary | Certified Financial Educator & Instructor
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Ron Lazear

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

Ryan Mills, Retirement Educator | Certified Financial Fiduciary | Certified Financial Educator & Instructor
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Ryan Mills

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

Accounting & Tax  TEAM

Joseph Define, Accountant | Medicare Advisor | Enrolled Agent
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Joseph Define

EA

Accountant | Medicare Advisor | Enrolled Agent

John Laux, Accountant | Enrolled Agent
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John Laux

EA

Accountant | Enrolled Agent

Natalie Lehmann, Accounting Coordinator
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Natalie Lehmann

Accounting Coordinator

marketing TEAM

Leo Carroll, Director of Marketing
Leo Carroll

Leo Carroll

Director of Marketing

Barb Lang, Videographer
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Barb Lang

Videographer

Steve Oslica, Content Marketing Manager
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Steve Oslica

MPA

Content Marketing Manager

Susan Prince, Event Marketing Coordinator
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Susan Prince

Event Marketing Coordinator

Operations & Administration TEAM

Brooke Driesslein, Assistant Office Coordinator & IT Liaison
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Brooke Driesslein

Assistant Office Coordinator & IT Liaison

Aimee Hastings, Executive Assistant
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Aimee Hastings

Executive Assistant

Kendra Ross, Administrative Assistant
Kendra Ross

Kendra Ross

Administrative Assistant

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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The Chamberlin Group is a retirement planning firm helping individuals and families coordinate retirement income, Social Security, taxes, investments, healthcare, and legacy planning through a holistic planning approach.

Headquarters

12444 Powerscourt Drive, Suite 100
St. Louis, Mo. 63131

 

Consulting Nationally Via Zoom

Toll-Free: (833) 823-3330
Phone: (314) 909-1100

 

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Privacy Policy | Awards & Recognition | Disclosures 

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

 

Better Business Bureau (“BBB”) ratings represent the BBB’s opinion of how a business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance, and the BBB’s inclusion of certain information in establishing a rating may include information that is inaccurate and/or BBB may omit information that is potentially relevant. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. The Chamberlin Group has been a member of the BBB since 2003 and pays an annual fee to maintain its accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of The Chamberlin Group by any of its clients or that a client or prospective client will experience the same or a higher level of investment performance.

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