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

Brock Weimer Financial Advisor

Thomas Ponce Insurance Specialist
Client Relations

Sarah Newton Chief Operations Officer

Alexa Boatman Client Relations Administrator


Taylor Stubits Client Operations Specialist
Peyton Wagner Intern
Client Services

Adam Hoskins Client Operations Specialist
Marketing
