Michael J.Kiley

Founder & CEO
(Principal Owner)

Michael J. Kiley is the founder and CEO of Chamberlain Group, a Southern California financial advisory firm specializing in wealth management and executive benefits for successful business owners. For over 40 years Mike has been advising some of the best known companies in the U.S., providing liquidity to pay estate taxes and facilitating the design of the architecture for legacy plans. He has helped structure and fund buy-sell agreements which, after the loss of a shareholder, assured business continuity. Mike has a proven track record increasing the retention of key employees through the design and installation of long term incentive plans.

Mike attended the University of the Pacific in Stockton, California on a football scholarship. He was the Eddie LeBaron Scholastic Honoree. He holds a Masters of Science degree in Financial Services (MSFS), and has his ChFC, CFP^®, and CLU designations. Mike is a shareholder of the M Financial Group, a Portland, Oregon based financial services firm serving public and private companies, and super-affluent families. Mike authored one of the first studies on the effect of investment volatility on the performance of variable life products, and was the featured CEO of the month on Cox Cable – Orange County Business Journal, discussing Chamberlain Group's role in advising family owned firms. He has been a resource to Vistage and YPO and a featured speaker at many industry meetings, including AALU and M Advisor Meetings.

A member of several boards, Mike has served as a trustee of the Calamos Family of mutual funds, a Chicago based money manager known for their convertible bond and growth stock expertise. Mike currently serves on the Board of M Financial Investment Advisers, Inc., which serves as the investment adviser to M Fund, Inc., a proprietary series of mutual funds available in M Group Proprietary Variable Products. In addition, Mike is an Investment Advisor Representative of Spire Wealth Management, LLC and a Registered Representative of Spire Securities, LLC.

In 1999 Mike and John Siefker founded Wheatstone Academy. The ministry was established to train and equip high school students to be confident leaders in their Christian faith during and after their college experience. Seventeen years later, the ministry is growing nationally and graduates hundreds each year. Mike was also one of the original board members of Church Resource Ministries, a California based ministry serving church leadership worldwide.

Dana Kiley

Advisor
(Principal Owner)

As a company principal and 30-year industry veteran, Dana Kiley excels in delivering Chamberlain Group’s client-first guarantee while building its reputation and footprint in the community. Dana’s ability to do this stems from her successful history in establishing wealth management and insurance advisory offices from the ground up, and from active participation with nearly every Chamberlain Group client—whether client-facing or behind-the-scenes.

After spending one enlightening post-college year in the corporate environment at Merrill Lynch, Dana naturally gravitated to the customer-centric culture of a boutique financial services firm. She spent the next decade in this niche, serving private clients and working with a senior wealth advisor to design financial and estate planning solutions. It was through serving these clients that Dana redirected her focus toward creating and establishing an investment company, with responsibilities ranging from structuring and managing front-to-back office operations and setting client service standards to participating in essential client planning meetings.

Dana joined Chamberlain Group in 1998 as Director of Investment Operations, providing an infrastructure that helped the company serve existing accounts and attract new business in the areas of financial management, estate succession plans, benefits and insurance. In 2003, Dana advanced to Chief Operating Officer, where she took charge of the firm’s insurance and investment operations, and implemented strategies integral to the overall growth of the company.

Today as a principal of the firm, Dana applies these skills and more. She has a keen ability for communicating with clients and deciphering their vision of success, holistic objectives and specific needs. She then helps Chamberlain Group parlay that information into results that exceed client performance objectives year after year.

Dana holds a Bachelor of Science degree in Economics from the University of California, Irvine, and holds a California Life Insurance License, Series 7 and 66 licenses, and is a Certified Notary Public. She is a former member of Vistage (formerly known as The Executive Committee/TEC), an invitation-only, global network of C-level executives. On a personal level, Dana is passionate about faith, family and the outdoors. She serves as an active member on the Management Committee of Wheatstone Ministries, a ministry established by her husband, Mike Kiley, and colleague John Siefker, to train and equip high school students to be confident leaders in their Christian faith during and after their college experience.

Tony Fisher

Advisor

Tony Fisher brings more than 30 years of experience implementing strategic partnerships and delivering professional services to middle-market, closely held businesses. This includes more than six years of hands-on experience safely integrating private insurance company programs (Captives) with clients’ estate and succession plans, resulting in materially enhanced returns on investment.

As an Advisor at Chamberlain Group, Tony facilitates the delivery of the firm’s mission and core services: to protect and grow assets for generations through customized insurance, estate and succession planning, and to provide wealth management strategies to ultra-affluent individuals, families and middle-market corporations. He supports these efforts by developing and managing strategic partnerships based on personal relationships with top tier CPAs, bankers, property and casualty insurance brokers, and attorneys.

Tony began his career in accounting and information technology at Arthur Andersen & Co., where he conducted audits of privately owned manufacturing and distribution companies, and community banks. He later became the Director of the firm's Business Consulting SAP practice in the Pacific Northwest, where he sold and managed strategic planning, business process and technology implementation engagements.

Tony earned a Bachelor’s degree in Accounting Theory and Practice from California State University Northridge and holds a California Life Insurance License and Series 6 License. He lives in Newport Beach, California.

Jacalyn Barens

Private Wealth Associate

Originally from Orange County, CA, Jacalyn comes to us with a background in luxury hospitality. She spent three years as the Vice President of a vacation rental business on Kauai, HI, and spent a little over a year at Montage Laguna Beach, where she worked with VIP guests and led a team of 15 in the reservations department. At Chamberlain Group, Jacalyn works with new clients to create unique solutions that protect and grow assets for generations through customized insurance, estate and succession planning, and wealth management strategies to ultra-affluent individuals, families and middle-market corporations. She started her education on a scholarship from Rhodes College and holds a Bachelor of Arts in Communications with a Minor in Business from Concordia University, Irvine. She is currently on the board of National Charity League, Orange/Villa Park chapter. Jacalyn holds her Life and Health Insurance License and is currently working on obtaining her Series 7 and 66.

Timothy Drake

Director of Wealth Management

Tim serves as the Director of Wealth Management and manages client relationships at Chamberlain Group by providing portfolio management and financial planning services. He has been with Chamberlain Group since 2012, and has over 11 years of financial markets experience. As a member of the Investment Team, Tim oversees numerous key initiatives including, but not limited to; client strategies, technology, automation and intricate client-centric solutions. He also serves on the firm’s Investment and Operating Committees. Prior to joining Chamberlain Group, Tim served as a Senior Associate in the Portfolio Management department for global investment management firm, PIMCO. He holds a Bachelor’s degree in International Relations, from the University of San Diego. Tim is a CERTIFIED FINANCIAL PLANNER^™ certificant and is a member of the Financial Planning Association (FPA). Tim also holds his Series 7 and 66 licenses with Spire Securities, LLC.

Chad Neault, CFA^®

Chief Investment Officer

As Chief Investment Officer, Chad Neault is responsible for Chamberlain Group’s investment platform – with an eye towards not only advancing the firm’s strategic initiatives, but also upholding Chamberlain Group’s high benchmark for superior customer service and integrity. Chad’s key responsibilities include asset allocation, portfolio construction, manager selection and client communication. He also provides oversight of the investment team, including work flow management, guidance and problem solving.

Prior to joining Chamberlain Group, Chad worked for more than a decade in investment management, most recently as Portfolio Manager and member of the Investment Committee at Knightsbridge Asset Management. Before this, he worked at Intel Corporation as a Strategic Business Planner with duties including the evaluation of merger and acquisition targets. In each of these roles, Chad successfully identified and implemented smart opportunities for company and portfolio growth.

At Chamberlain Group, Chad contributes decades of experience in business and financial strategy, and a well-honed ability to articulate portfolio positioning in a broader market context for the benefit of both the Chamberlain Group team and its clients.

Chad holds a Bachelor’s degree in Industrial Engineering and Management Sciences from Northwestern University and a Masters of Business Administration (MBA^®) from the University of Southern California, Marshall School of Business. He is also Past President and current Director of the CFA^® Society of Orange County. Chad lives in Laguna Beach with his wife and two children.

Timothy Tribbey

Executive Director of Insurance Services

Touting more than two decades at Chamberlain Group and three decades in the insurance industry overall, Tim Tribbey is Chamberlain Group's Executive Director of Insurance Services. A key senior member of the company, his areas of expertise include product analysis, case design, in force policy management and client service. Prior to joining Chamberlain Group in 1989, Tim worked as a Manager of Policyowner Service for Pacific Life Insurance Company. Tim majored in Applied Mathematics at the University of California, Berkeley. He holds a Fellow, Life Management Institute (FLMI) designation from the Life Office Management Association (LOMA) and holds a Chartered Life Underwriter (CLU^®) designation from The American College. In addition, he holds a Life License and Series 6.

Chris Roberts

Executive Director of Corporate Services

As Executive Director of Corporate Services, Chris Roberts oversees legal, corporate and administrative initiatives and functions at Chamberlain Group. Specifically, he champions corporate documentation and compliance, corporate affairs, and business planning growth and strategy. This is a key supporting role in the active and ever adjusting strategic business plan of the firm. He serves the firm with over 15 years of industry experience and brings a collaborative approach that has consistently aided him in building and supporting high-performing teams within sophisticated financial service organizations. Chris is extremely effective at translating enterprise performance measures into actionable plans that accelerate profitability, reduce operational expenses and optimize corporate value.

Prior to joining Chamberlain Group, Chris served in senior leadership positions with Edward Jones and The Roth Companies. At Edward Jones, Chris focused on systemizing, compliance, audit preparation, risk management, and strategic planning, among other areas. He developed client service and associate training programs that are still in use today. As COO at the Roth Companies, Chris led the operational charge of the company, helped grow assets by 300% over 4 years, and oversaw the strategy/process that grew them from a single office to a multi-office organization in 3 years.

Chris holds Bachelor’s degrees in Business Administration, Economics and Philosophy from Principia College in Elsah, IL. He also holds his Series 7 and 66 licenses. Chris lives in Orange County with his wife and enjoys playing basketball and beach volleyball.

Meeshee Scherrei

Executive Director of Administration

As Executive Director of Corporate Administration, Meeshee Scherrei directs essential office processes, personnel and communication efforts to ensure a smooth administrative function and a synchronized and successful Chamberlain Group team. She is responsible for overseeing and supporting the Administrative Services functions at Chamberlain Group, including, but not limited to; Human Resources, Marketing, Business Systems & Technology, Facilities Management, Corporate Services, and Organizational/Corporate Culture Development. In this role, Meeshee applies a broad professional background spanning human resources, training and development, event planning, leadership development, marketing and business management. Prior to joining Chamberlain Group, Meeshee served as a Copywriter, Event Producer and Programming Director for ThinkBig Communications. Other positions have included Director of Sales and Marketing for GSTS Inc., Staff Culture and Special Events Director for Mariners Church in Irvine and the Human Resources Director for two local Southern California luxury resort destinations. Meeshee graduated Magna Cum Laude with a Bachelor’s degree from California Polytechnic University, San Luis Obispo. She holds a Certificate in Human Resources and a Certificate in Management and Supervisory Development from the same institution. She is a masters candidate at Concordia University, Irvine for a Masters in Organizational Leadership and a Masters in Executive Coaching.

Megan Collins

Director of Case Management

Megan Collins serves as Chamberlain Group’s Director of Case Management. In her role, Megan’s responsibilities consist of facilitation of life insurance case design, marketing support, research and implementation of advanced design strategies, and providing platinum-level client service and communication. With more than 17 years of experience in FINRA compliance, client presentations, in-depth policy analysis, and general insurance administration and reporting, she is proficient in all critical case management processes and maintains positive, professional, and productive relationships with team members and vendors alike. Megan joined Chamberlain Group from Executive Benefit Programs, Inc., and holds a Bachelor’s degree in English from California State University, Fullerton.

Clara Best

Director of Underwriting

With over 20 years of experience in the insurance industry, Clara Best manages the underwriting preparation, process, issuance, placement and delivery of insurance policies to Chamberlain Group clients. She has uniquely served as both a life insurance producer and in operations and is well suited to oversee the platinum service delivery our clients have come to expect from Chamberlain Group. Clara is working toward a degree in Psychology, Social Sciences from Harvard University Extension School and holds her California Life License. Additionally, she is working toward her ALU designation from the Life Office Management Association (LOMA).

Lucy Tran

Policy Services Administrator

Lucy Tran serves as Policy Services Administrator on our Insurance Team. For most of her 17 years in the industry, Lucy worked at Pacific Life. She started in contract administration and went on to serve in customer service where she was promoted to the lead role. She has a keen talent for improving processes and systems, and was selected to work in an analyst role and then as a process improvement specialist before joining Chamberlain Group. Lucy has a full understanding of life insurance offerings and the administration required to ensure that clients’ experiences are well orchestrated. At Chamberlain Group, Lucy oversees all matters of administrating policy service, from generating annual reviews, processing allocation changes, to overseeing policy accounting requirements. Lucy received her BS in Business Administration with a specialization in Finance and International Business from California State University at Long Beach, and has her LOMA ACS and LOMA ALMI certifications.

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Policy Services Administrator

Bio coming soon…

Tim Drake

Director of Wealth Management

Bio coming soon…

Sue Macke

Account Services Manager

Sue Macke serves Chamberlain Group as an Account Services Manager, providing Chamberlain Group clients with superior service and working alongside the investment team to help grow the firm. Sue’s responsibilities include, but are not limited to, new business implementation, administration, client service, and documentation. She fills these responsibilities with her broad expertise in the financial industry and a proven record of reliability, initiative and attention to detail. Prior to joining Chamberlain Group, Sue served as a paralegal for J.P. Morgan Securities, LLC/J.P. Morgan Chase Bank and Washington Mutual Bank/WaMu Investments, Inc. She holds a Bachelor’s degree in Social Science Concentration (Economics) from Asbury College and a Paralegal Certificate from the University of California, Irvine.

Kelly Whelan

Account Services Manager

Kelly Whelan acts as a critical connecting point for every stage of the Chamberlain Group’s account and client services processes. She achieves this through a broad understanding of the financial planning and products markets, and through her strengths in business administration, account management and high-level customer care. For over a decade in the financial services industry, Kelly has assisted hundreds of clients in roles ranging from office and operations management to fund operations, client service management and as a paraplanner. She joined Chamberlain Group after holding valued positions from prestigious firms, including PIMCO and Larson Financial Group. Kelly holds a Bachelor’s degree in Religious Studies, with a minor in Business and Spanish from the University of Arizona. She is also a General Securities Representative, with both a Series 7 and Series 63 license.

Alex Snyder

Investment Operations Analyst

Recently relocated from Minneapolis, MN, Alex joins Chamberlain Group with over 5 years of experience in the wealth management industry. Her background includes business analytics, correspondent account reconciliation, financial product launches, report writing, and client service. At Chamberlain Group, Alex oversees data integration, documentation and portfolio accounting for alternative investments, distribution tracking, and tax preparation. She holds a Bachelor of Science in Economics and Business Administration from the University of Wisconsin – River Falls, where she was a Dean’s List honoree. Alex is also working to attain her Series 7 license.

Kimi Kawaguchi

Executive Assistant to Mike and Dana Kiley

As Executive Assistant to company Founder and CEO Michael Kiley, Kimi Kawaguchi's professionalism and relationship-building skills are key to Chamberlain Group's record of success. Kimi's expertise stems from more than a decade of service as an executive-level administrative assistant. This includes serving the Chamberlain Group since 2005, as well as positions in the Human Resources Department for Home Depot and the executive offices of Mariners Church in Irvine, California. Kimi hold's a Bachelor's degree in Business Administration, with an emphasis in Management, from California State University, Long Beach.

Administrative Associate

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Bio coming soon…