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
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Chad A. Slagle President & Founder
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Chad A. Tobin Senior Partner & Chief Investment Officer
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Holly Averill Client Operations Director
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Sarah Newton Chief Operations Officer
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Christine Polansky Marketing Operations Director
Advisory Team
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Nick E. Webb Financial Advisor
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Bobby Sims Financial Advisor
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Jeff Cherry Financial Advisor
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Connor Bouse Financial Advisor
Client Service
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Brogan Walters Servicing Advisor
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Lacey Smith Client Operations Specialist
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Aaron Keune Servicing Advisor
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Lee Nosbisch Client Service Specialist
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Josh Ohl Client Service Specialist
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Ethan Flinn Client Service Specialist
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Blake Williams Client Service Specialist
Client Relations
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Taylor Beebe Client Operations Specialist
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Amy Slowinski Client Relations Administrator
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Bailey Roland Client Relations Administrator
marketing
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Alison Conway Lead Marketing Coordinator
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Wendy Erikson Media Coordinator
Interns
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Grayson Slagle Intern
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