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Newest Team Member
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Patrick May
MBA, CFF®
Holistic Planner & Fiduciary
Reena Chauhan
Hiring and Recruiting Specialist
Jeremy Reiland
CFF®, CFEI
Senior Holistic Planner & Fiduciary
Maria Sage
Client Happiness Specialist
Don Chamberlin III
CFP®, CFF®
Certified Financial Planner
Marie Perkins
Client Services Manager
Kelly Carter
Educational Event Coordinator
Jeremy Mullens
MBA
Chief of Staff / Integrator
Sarah Chamberlin Define
Tax Practice Manager
Steve Chanez
CFP®
Certified Financial Planner
Susie Chamberlin
Accounts Receivable
Joseph Define
EA
Accountant & Medicare Advisor
John Laux
EA
Accountant
Carolyn M. Shipman
Office Mom
Brendan Kelly
Assistant Advisor
Joanie Chamberlin
Office Assistant | Receptionist
Marianne Bouras
Director of Operations
Abby Hayes Boegeman
Estate Planning Attorney
Morgan Harrison
Class Coordinator
Pam Diemert
CFF®, AAMS®
Holistic Planner & Fiduciary
Scott Nolen
Holistic Planner
Hannah Jansen
Marketing Coordinator
Don Chamberlin
CFEd®, CFF®, CFEI
President | CEO
Gail Scarfino
Accountant
J. Russell Borders
Chief Accountant