MEET THE TEAM Chad A. Slagle
President | Founder | Financial Planner
"Don't live to work, work to live."
Your Dedicated Financial Team
Leadership Team
Chad A. Tobin
Senior Partner & Chief Investment Officer
Sarah Newton
Chief Operations Officer
Holly Averill
Client Operations Director
Christine Polansky
Marketing Operations Director
Advisory Team
Nick E. Webb
Financial Advisor
Bobby Sims
Financial Advisor
Jeff Cherry
Financial Advisor
Connor Bouse, CFP®
Financial Advisor
Aaron Keune
Financial Advisor
Josh Ohl
Financial Advisor
Ethan Flinn
Retirement Planning Specialist
Blake Williams, AHIP
Retirement and Medicare Planning Specialist
Team
Lacey Smith
Client Operations Specialist
Taylor Beebe
Client Operations Specialist
Wendy Erikson
Media Coordinator
Amy Slowinski
Client Relations Specialist
