Meet the professionals who can help you pursue your goals


We help individuals and families pursue their ideal retirements.

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!

Meet The Team

The team behind Cherry Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Chad A. Slagle President & Founder

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Chad A. Tobin Senior Partner & Chief Investment Officer

Advisory Team

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Nick E. Webb Financial Advisor

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Bobby Sims Financial Advisor

Join Us for an upbeat evening inspired by a true American Hero

Jeff Cherry Financial Advisor

Client Service

Holly Dees

Holly Averill Client Operations Director

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Brogan Walters Servicing Advisor

Jack-Mitchell

Jack Mitchell Servicing Advisor

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Lacey Smith Client Operations Specialist

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Connor Bouse Client Operations Specialist

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Aaron Keune Client Service Specialist

Client Relations

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Sarah Newton Chief Operations Officer

Taylor Stubits

Taylor Beebe Client Operations Specialist

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Alison Conway Client Relations Administrator

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Amy Slowinski Client Relations Administrator

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Bailey Vancosky Client Relations Administrator

Marketing

Wendy Erikson

Wendy Erikson Media Coordinator

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Christine Gill Event Coordinator

Interns

Grayson Slagle Intern

MABRY SLAGLE Intern

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Lee Nosbisch Intern

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (850) 243-7799