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Cody Hollaway
Continue meeting the rest of the team
Joseph Define
EA
Accountant & Medicare Advisor
Sarah Chamberlin Define
Tax Practice Manager
Joanie Chamberlin
Office Assistant | Receptionist
Tom Ponce
CFF
Certified Financial Fiduciary
®
& Holistic Planner
John Laux
EA
Accountant
Carolyn M. Shipman
Office Mom
Art Snarzyk
Talent Acquisition Manager
Brendan Kelly
Planner Assistant
Amanda Bauer
Director of Marketing
Susie Chamberlin
Accounts Receivable
Pam Diemert
CFF, AAMS®
Certified Financial Fiduciary
®
& Holistic Planner
Cherish Grey
Client Services Specialist
Patrick May
MBA, CFF
Certified Financial Fiduciary
®
& Holistic Planner
Don Chamberlin
CFEd, CFF, CFEI
President | CEO | Certified Financial Educator
Luke Bland
CFF
Certified Financial Fiduciary
®
& Holistic Planner
Patty Pa
Administrative Assistant
Marianne Bouras
Director of Operations
Jeremy Mullens
MBA
Chief of Staff / Integrator
Stephanie Greiner
MA
Human Resources Generalist
Chris Ross
Funnel Marketing Specialist
Josh Reesman
CFF
Certified Financial Fiduciary
®
& Holistic Planner
Don Chamberlin III
CFP®
Certified Financial Planner
®
Abby Hayes Boegeman
Estate Planning Attorney
Scott Nolen
CFF
Certified Financial Fiduciary
®
& Holistic Planner
Contact Us
314.909.1100
Email Us
Directions
Saint Louis Office
12444 Powerscourt Drive
Suite 200
Saint Louis, MO 63131
Phone: (314) 909-1100
Fax: (314) 909-1269
Current Class Schedule
Menu
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