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Meet our team
Don & Suzie Chamberlin

Meet the Founders


Meet Don and Susie Chamberlin, the founders of Chamberlin. They started with a goal to take the message of Holistic Planning across the USA – bringing increased confidence to Americans as they create a fun and vital retirement. 

Don has conducted over 500 educational workshops since starting in 2002, and has established himself as a leader in educating his community on tax and retirement issues.

Susie is Don’s wife. She has supported our business in various functions since its founding. Don calls her his "#1 business advisor."

Get to know our team

At Chamberlin, it’s not just about the work we do—it’s about the lives we impact along the way. Learn more about the people making a difference in our client's lives.

leadership team

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Don Chamberlin

CFEd, CFEI

Co-Founder | CEO | Certified Financial Educator & Instructor | Certified Financial Fiduciary®

Susie Chamberlin-1
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Susie Chamberlin

Co-Founder

Jeremy Mullens-1
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Jeremy Mullens

MBA

Chief of Staff | Integrator

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Sarah Chamberlin Define

Director of Administration | Tax Practice Manager

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Abigail Herring

Director of Marketing

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Nancy Cunningham

MBA

Director of Human Resources

Financial Planning & CLIENT SERVICES

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Josh Reesman

NSSA®

Planner Team Director | Lead Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor

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Don Chamberlin III

CFP®

Holistic Planner | Certified Financial Planner™

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Tom Ponce

NSSA®

Lead Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor

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Scott Nolen

NSSA®

Holistic Planner | Certified Financial Fiduciary® | National Social Security Advisor

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Luke Bland

Holistic Planner | Certified Financial Fiduciary®

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Pam Diemert

AAMS®

Holistic Planner | Accredited Asset Management Specialist℠ | Certified Financial Fiduciary®

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Brendan Kelly

CFP®

Holistic Planner | Certified Financial Planner™

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Derrick Gibbs

Holistic Planner | Certified Financial Fiduciary®

Thomas Wells-1
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Thomas Wells

Holistic Planner | Certified Financial Fiduciary®

Elliot Rybak-1
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Elliot Rybak

Holistic Planner | Certified Financial Fiduciary®

Giovanni Ferrara-1
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Giovanni Ferrara

Holistic Planner | Certified Financial Fiduciary®

Amos Madison-1
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Amos Madison

Team Trainer | Certified Financial Fiduciary®

Justin Dulle
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Justin Dulle

Associate Planner | Certified Financial Fiduciary®

Matt Losse-1
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Matt Losse

Associate Planner | Certified Financial Fiduciary®

Jeremiah S-1
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Jeremiah Skaggs

Associate Planner | Certified Financial Fiduciary®

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Jeff Wilhelm

MBA

Legacy Planner

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Cherish Grey

Senior Client Service Advisor

Isaac Butler-1
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Isaac Butler

Analyst | Certified Financial Fiduciary®

Jordan Knapke
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Jordan Knapke

Analyst

Casey H-1
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Casey Holdaway

Analyst

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William Johnson

Analyst

Retirement educators

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Angie Ritter

Retirement Educator | Certified Financial Fiduciary®

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Tony LaRocca

Retirement Educator

Ron Lazear
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Ron Lazear

Retirement Educator | Certified Financial Fiduciary®

Accounting & Tax  TEAM

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Joseph Define

EA

Accountant | Medicare Advisor | Enrolled Agent

John Laux
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John Laux

EA

Accountant | Enrolled Agent

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Natalie Lehmann

Accounting Coordinator

marketing TEAM

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Leo Carroll

CRM Specialist

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Steve Oslica

MPA

Content Marketing Manager

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Barb Kuensting

Videographer

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Carlos Sis

Digital Marketing Strategist

Operations & Administration TEAM

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Brooke Driesslein

Assistant Office Coordinator & IT Liaison

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Aimee Hastings

Executive Assistant

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Kim Mercier

Receptionist

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

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Lian Lehman

Manager

headquarters

Consulting Nationally Via Zoom

12444 Powerscourt Drive Suite 100
Saint Louis, MO 63131

Toll-free: (833) 823 - 3330

Phone: (314) 909 - 1100

Fax: (314) 909 - 1269

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