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
Advisory Team
Nick E. Webb Financial Advisor
Bobby Sims Financial Advisor
Peyton Wagner Financial Advisor
Jeff Cherry Financial Advisor
Bruner Stephenson Financial Advisor
Client Service
Holly Averill Client Operations Director
Brogan Walters Servicing Advisor
Lacey Smith Client Operations Specialist
Client Relations
Sarah Newton Chief Operations Officer
Taylor Beebe Client Operations Specialist
Alison Conway Client Relations Administrator
Amy Slowinski Client Relations Administrator
marketing
Wendy Erikson Media Coordinator
Kassandra Heimann Lead Marketing Coordinator
