The Chamberlin Group

Latest Posts

4 Smart Money Moves for 2021

The Chamberlin Group

Tax Tips for Charitable Donations

The Chamberlin Group

Creating a Successful Business Succession Plan

The Chamberlin Group

Understanding Your Retirement Income Plan

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How to Make a Wealth-Transfer Plan

The Chamberlin Group

Continue meeting the rest of the team

Jeremy Reiland

CFF®, CFEI Senior Holistic Planner & Fiduciary

Brendan Kelly

Assistant Advisor

J. Russell Borders

Chief Accountant

Sarah Chamberlin Define

Tax Practice Manager

Joanie Chamberlin

Office Assistant | Receptionist

Susie Chamberlin

Accounts Receivable

Don Chamberlin III

CFP®, CFF® Certified Financial Planner

John Laux

EA Accountant

Abby Hayes Boegeman

Estate Planning Attorney

Marie Perkins

Client Services Manager

Carolyn M. Shipman

Office Mom

Joseph Define

EA Accountant & Medicare Advisor

Maria Sage

Client Happiness Specialist

Don Chamberlin

CFEd®, CFF®, CFEI President | CEO

Scott Nolen

Holistic Planner

Kelly Carter

Educational Event Coordinator

Pam Diemert

CFF®, AAMS® Holistic Planner & Fiduciary

Reena Chauhan

Hiring and Recruiting Specialist

Jeremy Mullens

MBA Chief of Staff / Integrator

Steve Chanez

CFP® Certified Financial Planner

Patrick May

MBA, CFF® Holistic Planner & Fiduciary

Hannah Jansen

Marketing Coordinator

Gail Scarfino

Accountant

Morgan Harrison

Class Coordinator

Marianne Bouras

Director of Operations

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