At Slagle Financial,
we want to be your financial quarterback.
Why? Because we believe everyone should be able to have the retirement they have always dreamed of.
We want to help you create a retirement strategy that fits your unique needs and goals — and coach you every step of the way. Our specialty is working with retirees and people who want to retire in the next five to 10 years.
Let our team assist you with every aspect of your financial life. Have questions about income, investing, estate planning, taxes or health care? We’re here to help.
In fact, our advisors are retirement experts who are focused on one thing and one thing only: preserving your wealth and efficiently passing it on to your loved ones.
It’s time to win in retirement!
Your Slagle Financial Leadership Team
Chad A. Slagle President & Founder
Chad A. Tobin Senior Partner & Chief Investment Officer
Holly Averill Client Operations Director
Sarah Newton Chief Operations Officer
Christine Polansky Marketing Operations Director
Advisory Team
Nick E. Webb Financial Advisor
Bobby Sims Financial Advisor
Jeff Cherry Financial Advisor
Connor Bouse Financial Advisor
Client Service
Lacey Smith Client Operations Specialist
Aaron Keune Servicing Advisor
Josh Ohl Client Service Specialist
Ethan Flinn Client Service Specialist
Blake Williams Client Service Specialist
Client Relations
Taylor Beebe Client Operations Specialist
Amy Slowinski Client Relations Administrator
Bailey Roland Client Relations Administrator
Alison Conway Client Relations Administrator
marketing
Wendy Erikson Media Coordinator
Interns
Grayson Slagle Intern
