- Phone: (314) 909-1100
- Toll-Free: (833) 823-3330
- Fax: (314) 909-1269
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12444 Powerscourt Drive
Suite 200
Saint Louis, MO 63131
Josh Reesman
Certified Financial Fiduciary® & Holistic Planner
Isaac Butler
Practice Assistant
Scott Nolen
Certified Financial Fiduciary® & Holistic Planner
Art Snarzyk
Talent Acquisition Manager
Susie Chamberlin
Co-Founder
Cherish Grey
Client Services Specialist
Brooke Driesslein
Administrative Assistant
Luke Bland
Certified Financial Fiduciary® & Holistic Planner
Don Chamberlin
CFEd, CFEI Co-Founder | CEO | Certified Financial Educator | Certified Financial Fiduciary®
Marianne Bouras
Executive Liaison & Assistant
Derrick Gibbs
Practice Associate
Abby Hayes Boegeman
Estate Planning Attorney
Tom Ponce
Certified Financial Fiduciary® & Holistic Planner
Jared Van Slyke
Practice Associate
Patty Pa
Administrative Assistant
Joanie Chamberlin
Office Assistant | Receptionist
Carolyn M. Shipman
Office Mom
Sarah Chamberlin Define
Director of Administration & Tax Practice Manager
Amanda Dinkelmann
Director of Marketing
