Home
About
About Us
Our Team
Philosophy
Giving Back
Careers
Contact
How We Help
How We Help
The Holistic Planning Process™
Tax Center
Tax Management Journey™
Social Security Consultant Program™
Investment Audit™
Classes
Insight
Blog
Videos
Newsletter
In The News
Recognition
Client Login
The Chamberlin Group
Preparing Teens for Financial Adulthood
Tips for Making the Most of Your Inheritance
How Does Dollar-Cost Averaging Work?
Women and Wealth: Taking Charge of Your Finances
Choosing the Right Life Insurance Policy
Preparing for the 2021 Tax Season
Continue meeting the rest of the team
Abby Hayes Boegeman
Estate Planning Attorney
Steve Chanez
CFP®
Certified Financial Planner
Scott Nolen
Holistic Planner & Fiduciary
Joseph Define
EA
Accountant & Medicare Advisor
Brendan Kelly
Planner Assistant
Kelly Carter
Educational Event Coordinator
Pam Diemert
CFF®, AAMS®
Holistic Planner & Fiduciary
Sarah Chamberlin Define
Tax Practice Manager
Susie Chamberlin
Accounts Receivable
Gail Scarfino
Accountant
Patrick May
MBA, CFF®
Holistic Planner & Fiduciary
Carolyn M. Shipman
Office Mom
Maria Sage
Client Happiness Specialist
Jeremy Reiland
CFF®, CFEI
Senior Holistic Planner & Fiduciary
Marie Perkins
Client Services Manager
Joanie Chamberlin
Office Assistant | Receptionist
J. Russell Borders
Chief Accountant
Marianne Bouras
Director of Operations
Morgan Harrison
Class Coordinator
Don Chamberlin III
CFP®, CFF®
Certified Financial Planner
Don Chamberlin
CFEd®, CFF®, CFEI
President | CEO
Jeremy Mullens
MBA
Chief of Staff / Integrator
Hannah Jansen
Marketing Coordinator
John Laux
EA
Accountant