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 49 years, Mike has guided prominent companies across the U.S., helping design estate and succession strategies, tax strategies, structure and fund buy-sell agreements, and create long-term incentive plans that ensure business continuity and employee retention.

Mike attended the University of the Pacific on a football scholarship, where he was named the Eddie LeBaron Scholastic Honoree. He later earned a Master of Science in Financial Services (MSFS) degree and holds the Chartered Life Underwriter (CLU®) designation. He is also a shareholder of the M Financial Group, a Portland-based financial services firm serving public and private companies and high-net-worth families. Mike authored one of the first studies on investment volatility and its impact on variable life products and was featured as CEO of the Month on Cox Cable’s Orange County Business Journal.

As a frequent industry resource, Mike has spoken at AALU, M Advisor Meetings, and served as a resource for Vistage and YPO. He has held board positions with the Calamos Family of Mutual Funds and currently serves on the Board of M Financial Investment Advisers, Inc. He is also an Investment Advisor Representative of Vanderbilt Advisory Services, LLC and a Registered Representative of Vanderbilt Securities, LLC.

Beyond his professional achievements, Mike co-founded Wheatstone Academy in 1999, a ministry equipping high school students to grow as confident leaders in their Christian faith. He also served on the original board of Church Resource Ministries, supporting church leadership worldwide.

As Principal Owner of Chamberlain Group, Dana Kiley draws on over 35 years of financial expertise to guide clients in wealth management with a client-first approach while also shaping Chamberlain Group’s strategic direction. She has been instrumental in building Chamberlain Group’s reputation and community presence, and continues to shape the firm’s direction by working closely with clients on both strategic planning and day-to-day needs.

Dana began her career at Merrill Lynch before moving into boutique financial services, where she developed customized wealth management and estate planning solutions. She later played a key role in establishing an investment company, handling operations, client service standards, and client planning initiatives.

Joining Chamberlain Group in 1998 as Director of Investment Operations, Dana created an infrastructure that strengthened client services, client experience and supported the firms growth. In 2003, she became Chief Operating Officer, leading insurance and investment operations and implementing strategies that fueled expansion. Today, she continues to help clients articulate their visions of success and turn them into tailored results.

Outside of work, Dana enjoys golf, snow skiing, travel, reading, and spending time with her family. She is actively involved with Summit Ministries to equip the next generation of young Christian leaders, reflecting her commitment to mentorship and community impact that mirrors her professional dedication to developing future talent within the financial services industry.

As Chief Investment Officer of Chamberlain Group, Chad Neault strategically leads the firm’s investment platform, overseeing asset allocation, portfolio construction, manager selection, and client communication. He also manages the firm’s investment team, guiding workflow and strategy.

Chad previously served as Portfolio Manager at Knightsbridge Asset Management and as a Strategic Business Planner at Intel Corporation, where he evaluated merger and acquisition opportunities. His expertise spans investment strategy, business planning, and client communication.

Chad holds a Bachelor’s degree in Industrial Engineering and Management Sciences from Northwestern University and an MBA® from the University of Southern California’s Marshall School of Business. He is the past President and current Director of the CFA® Society of Orange County.

With over 40 years in the insurance industry — more than three decades with Chamberlain Group — Tim Tribbey leads as Executive Director of Insurance Services. He specializes in product analysis, case design, in-force policy management, and client service.

Tim began his career at Pacific Life Insurance Company as Manager of Policyowner Service before joining Chamberlain Group in 1989. He studied Applied Mathematics at the University of California, Berkeley, and holds both the Chartered Life Underwriter (CLU®) designation and the Fellow, Life Management Institute (FLMI) designation. He also holds a Life License and Series 6 license.

Outside of work, Tim enjoys all forms of recreation and spending time with his wife, Cathy, his 5 adult children and 8 grandchildren.

Chris Roberts leads as Executive Director of Corporate Services at Chamberlain Group, governing corporate documentation, compliance, and business planning initiatives. He plays a key role in the firm’s evolving strategic business plan, supporting growth and ensuring operational consistency.

Chris has over 20 years of industry experience, including leadership positions with Edward Jones and The Roth Companies. At Edward Jones, he developed compliance and risk management systems as well as training programs which are still in use today. At The Roth Companies, he served as COO, helping double the firm’s assets over four years and growing it from a single office to a multi-office organization.

Chris earned Bachelor’s degrees in Business Administration, Economics, and Philosophy from Principia College in Illinois. He also holds Series 7 and 66 licenses.

Chris lives in Orange County with his wife, their two sons, and two dogs. He enjoys family time, coaching his kids’ sports teams, and spending time at the beach whenever possible.

Jacalyn Barens advises and develops customized solutions for high-net-worth families, middle-market corporations, and individuals seeking to grow and protect assets across generations. Through wealth management strategies, insurance, and estate and succession planning she helps her clients realize their legacy.

Originally from Orange County, Jacalyn has a professional background in luxury hospitality. She served as Vice President of a vacation rental business in Kauai and worked at Montage Laguna Beach, where she led a reservations team and supported VIP clientele. She earned a Bachelor of Arts in Communications with a Minor in Business from Concordia University, Irvine, after beginning her education at Rhodes College on a scholarship.

Jacalyn holds a Life and Health Insurance License, a Series 7 license, and is currently working toward her Series 66. She is also active in the community through her board role with the National Charity League, Orange/Villa Park chapter.

Cameron Jalbert, ChFC®, is an advisor at Chamberlain Group where he helps successful business owners and affluent families build, protect, and steward their wealth through estate and succession planning, insurance strategies, and investment management. He also collaborates closely with clients’ CPAs, attorneys, and other professional partners to deliver integrated solutions.

Cameron began his finance career in 2012 as a Financial Advisor at Chatterton & Associates, where he excelled in investment portfolio construction, tax reduction planning, retirement distribution, and wealth transfer strategies.

He earned his Bachelor’s degree in Business Administration from Chapman University, graduating cum laude with emphases in Finance, Entrepreneurship, and Real Estate, and a minor in Managerial Leadership. He also completed Personal Financial Planning coursework at UCLA and earned the Chartered Financial Consultant® designation from The American College. Cameron holds Series 7 and 66 licenses and is a licensed Life and Health Insurance Agent in California.

Ariana Beckett serves as an Investment Data Analyst at Chamberlain Group, supporting the firm’s investment operations through data analysis, performance reporting, and technology integration. With three years of experience in financial services, she specializes in public investment markets, performance monitoring, and leveraging platforms like Addepar to enhance client transparency.

Ariana helps clients navigate the Chamberlain Group portal and access key portfolio and tax information, assists the investment team in monitoring private fund performance, and supports the firm’s quarterly reporting process. Known for her detail-oriented approach, she enjoys improving systems through data and automation to enhance accuracy and efficiency.

She earned dual Bachelor’s degrees in Business and Economics from Chapman University, where she also completed a Certificate in Applied Statistical Analysis and the Bloomberg Certification. Ariana holds a Life & Health Insurance License from the California Department of Insurance and has passed the FINRA Securities Industry Essentials (SIE) exam.

Outside of work, she enjoys hiking and biking local trails and values her involvement in her church community.

Megan Collins leads as Director of New Business at Chamberlain Group. She oversees life insurance new business underwriting and implementation, marketing support, research, advanced design strategies, and client communication.

With more than 17 years of experience in compliance, policy analysis, and client presentations, Megan is proficient in all aspects of new business processes. She previously worked at Executive Benefit Programs, Inc. Megan holds a Bachelor’s degree in English from California State University, Fullerton, and is licensed as a Life and Health Agent by the California Department of Insurance. She also holds a Level One certification from the Academy of Life Underwriting.

Outside of work, Megan enjoys spending time with family (husband and two sons) and friends, spending time outdoors - hiking and watching kids’ sports (baseball, golf, and water polo), reading & cooking.

Shannon Hurley supports Chamberlain Group and our clients as our Executive Assistant to the Principals. She manages scheduling, travel, client correspondence, office organization, and special projects.

Shannon has more than 10 years of experience in wealth management. She earned her Bachelor’s degree in Business Administration from Central Michigan University and previously worked as a talent coordinator supporting business development in both Michigan and New York before relocating to California.

Sue Macke leads as Account Services Manager at Chamberlain Group, where she manages new business implementation, administration, client service, and documentation. She brings broad expertise and a proven reputation for reliability and attention to detail.

Previously, Sue worked as a paralegal for J.P. Morgan Securities, LLC/J.P. Morgan Chase Bank and Washington Mutual Bank/WaMu Investments, Inc. She earned her Bachelor’s degree in Social Science (Economics concentration) from Asbury College and a Paralegal Certificate from the University of California, Irvine.

Outside of work, Sue enjoys outdoor activities and spending time with family and friends.

Sydney Shedwill serves as a Wealth Management Associate at Chamberlain Group. She joined the firm in 2022, first as an intern before transitioning into her current role supporting both the investment and insurance teams. Sydney plays a key role in operations and client service, helping ensure a smooth experience for clients and internal teams alike.

In her role, Sydney supports new business implementation, administration, client service, documentation, and the preparation of client-facing materials. She acts as a liaison between advisors, operations, and clients, helping coordinate workflows and deliver timely, accurate service.

Sydney earned her Bachelor’s degree in Communications and Computing from the University of California, Los Angeles (UCLA) in 2024, where she was recognized on the Dean’s Honor List. She holds her Series 7 license and is currently preparing for the Series 66 exam. Known for her proactive and detail-oriented approach, she enjoys contributing to seamless processes and high-quality client deliverables.

Outside of work, Sydney is pursuing a Pilates instructor certification and enjoys staying active, reflecting her commitment to discipline, wellness, and continuous personal growth.