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
