I've been in the service business my whole life. From mowing lawns, the grocery business, retail banking

and now helping people plan for today and the future. I’ve always found satisfaction in helping people

achieve their goals.

I enjoy helping everyone understand their financial situation and explaining it in plain English. Working

together to implement a plan and keeping the course will allow you to feel at ease with your finances and

allow you to enjoy the more wonderful things life has to offer.

I’m also am part of the DeForest Area Chamber of Commerce where I’m on several committees and am

currently the President. I enjoy volunteering with the Chamber at many of their events. I have two children,

Sam and Ruby, who are my life.

Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning.  Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps.  In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance.  Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning.  Additionally, he has a graduate certificate in Charitable Financial Planning.  He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.

Steven Baghott is the owner of Paramount Financial and a Certified Charitable Advisor and a Certified Financial Fiduciary. He has also received certification as a Revocable Living Trust Specialist and in Long Term Care Planning. He has served business owners, individuals, retirees and pre-retirees with financial services, financial products, and retirement income planning in his 30-year career in the financial services industry.

Chad Weigl is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Medicare, and estate planning. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance license. Chad attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice. Chad lives in his hometown of Amherst, Ohio and enjoys soccer, boating, traveling, attending sporting events and spending time with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.

Brent Lankford is executive vice president of Mid-America Estate & Insurance Services, which was founded by his father, Dwight Lankford, in 1995. Brent focuses on using insurance products to assist clients with creating retirement strategies that they can feel confident about.

Brent’s business philosophy is to do everything with honesty, integrity and passion. He started in the insurance and annuity industry following a successful 20-year career owning and running a company he started just out of high school. He wanted to do something more meaningful that brought him closer to his clients. In 2013, the financial services industry drew him in for its promise of helping others improve their lives and financial futures.

Although Brent’s client base stretches across Texas, Louisiana and Oklahoma, his core area of service is in the northern areas of Greater Houston. He holds his life and health (LAH) licenses in Texas, Louisiana and Oklahoma and is a Certified Financial Fiduciary (CFF), as well.

Brent considers it an honor to share life with his beautiful wife of more that 17 years, Tanya, as well as their three children, Ramsie, Tierney and Burke. The family lives in The Woodlands, Texas. When Brent is away from the office, he can be found spending time with his family, riding his Harley or improving his fitness.

Kenneth Levin is a Co-Founder of the independent tax and financial planning firm SCHLAGER SCHLAGER & LEVIN

SCHLAGER SCHLAGER & LEVIN has been assisting our clients in its effort to create and grow their wealth, protect and preserve that wealth, and plan for the distribution of that wealth during their lifetime and beyond - in a tax-advantaged way.

We believe the investing public deserves objective, independent advice and access to a wide array of investment products and services. You deserve a financial professional who exceeds your expectations as a valued advisor. SCHLAGER SCHLAGER & LEVIN is a firm of professional advisors who answer to their clients' needs.

At SCHLAGER SCHLAGER & LEVIN, we believe your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. We offer experienced, professional advisors to draw upon their expertise and our significant resources to help you create your own unique financial future, utilizing our broad selection of products and services.

Kenneth holds the series 6, 7, 63, and 65 securities licenses as well as the health insurance, life insurance, and variable annuity licenses.

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice & tax strategies. Securities offered through JW Cole Financial, Inc (JWC), Member SIPC. Investment advisory services offered through JW Cole Advisors, Inc (JWCA). SS&L and JWC/JWCA are not affiliated entities.  Neither JWC nor JWCA nor their  representatives provide legal, tax or accounting advice.  If advisors do provide such advice, they do so in a capacity other than as a registered representative or investment advisor.

 Peter began his career in 1992 and spent 14 years with A.G. Edwards (now Wells Fargo). In 2007, he founded the Hafner Financial Group as an Independent Financial Planning and Advisory Firm. His primary goal in starting the new company was to create a firm that was focused on Retirement Distribution Planning for Western New Yorkers.

Peter earned a BA in Political Science from the University at Buffalo, with a concentration in History and Math, providing a unique background for investing. He holds Series 7, Series 24 and Series 63 licenses. His focus on continually improving and refining his knowledge and expertise has earned him the designations of CERTIFIED FINANCIAL FIDUCIARY®, CERTIFIED FINANCIAL PLANNER® professional and Certified Wealth Strategist® professional. He is also a graduate of the UB School of Management's Center for Entrepreneurial Leadership program.

Peter's focus on continual improvement extends to service work in his industry as well. He is a past president of the Western New York Financial Planning Association, as well as a board member from 2012 to 2016. He also served as Chairman of the organization's Pro-Bono and Public Relations Committees.

Peter currently lives in Depew with his wife, Kari and their dogs, Olivia and Tinker.

Growing up on a farm south of Udall, Kansas, Scott Walker knows the meaning of hard work and dedication. As the President of Walker Group Inc., this same dedication and hard work continues to be his goal as he provides comprehensive asset and risk management services for his clients, aiming to build and maintain long-term relationships with trust and loyalty.

The Walker Group Inc. is a full-service company that specializes in the needs of individuals preparing for retirement or in retirement, providing planning and guidance for those who are seeking security in their golden years. As a Certified Financial Fiduciary, Scott has always placed the best interest of his clients first. He is firm believer in guaranteed financial products to help his clients achieve retirement security and manage their expectations of investment risk.  As an Investment Advisor Representative, Scott also understands the need for investment growth in retirement.  Inflation and longevity risks inherent in retirement require an advisor with “safe money” skills, plus investment management skills. 

The Walker Group, Inc truly offers the investment services needed to allow his clients to reach their financial goals.

He is also a licensed Life and Health Insurance agent, able to help his clients with life Insurance and Medicare health insurance needs. A studied working knowledge of Social Security and taxes in retirement allows Scott to be single source for his clients when it comes to creating a sustainable retirement income plan.   

Scott has been married to his wife Cathy for 40 years and they have 2 children and 4 grandchildren.  Scott is active in his church and the Rotary Club of Wichita.  In his leisure time Scott enjoys hunting, golf, and the “ranch” at Cedar Vale.

“My mission is to help you preserve and protect your hard-earned assets.  I specialize in developing strategies that will create a “lifetime” of retirement income.”