President Daniel L. Chamberlin, a fourth generation Montanan, founded The Chamberlin Group, Inc. to provide comprehensive financial planning. Dan is a CERTIFIED FINANCIAL PLANNER™, Registered Representative, Registered Principal and Investment Advisor Representative.
Mr. Chamberlin currently serves on the board of the Montana Teacher’s Retirement System and is a previous board member of the Securities America Advisory Council, Helena Chamber of Commerce, Green Meadow Country Club, Helena College Foundation, Montana State Security Advisory Council and the National Association of Insurance and Financial Advisors (NAIFA).
He and his wife Lori live in Whitefish, along with their many adopted pets.
Brian Otterstrom, commonly known as “Odie,” is a Registered Representative and Investment Advisor Representative. As a graduate of Carroll College with a Bachelor of Arts in Political Science, Odie came to this industry by means of the healthcare insurance field. Ultimately, Odie wanted to have a more holistic approach to risk and wealth management and received his Masters of Science in Family Financial Planning from Montana State University. Because of his diverse background, Odie has a strong understanding of economics, politics, markets, financial counseling, asset allocation, and estate planning.
Growing up in Havre, MT, Odie now calls beautiful Helena, MT home along with his talented wife Stacey and their young daughters, Ainsley and Berkley. In his spare time, Odie enjoys playing golf and billiards, working with wood, and is an avid sports enthusiast. Odie also considers himself an audiophile and a mixologist and, when things slow down a bit, enjoys reading a good book.
Shelly Owens, a personable and outgoing individual with twenty one years of experience with the development of early-age childcare, has brought her ninja-like powers of organization and patience to the world of financial planning. She enjoys a good challenge and is looking forward to helping our clients in all they endeavor to achieve.
Shelly truly loves children and has two kids of her own, Peyton and Keaton. When she is not consumed by the mounting task of home and work life, she enjoys cooking, enjoying Montana’s glorious outside activities, and spending time with family and friends. No matter which hat she’s wearing, her goal is simple – live life to the fullest and surround yourself by people you enjoy.