Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
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.”
Larry Hauskins joined Oak Ridge in August of 2012 as First Vice President – Investments for the Private Client Group. He began his financial career with Morgan Stanley as a Financial Advisor in the spring of 2002. Quickly recognized as a natural leader, he was promoted to the position of Area Complex Sales Manager where he supervised area hiring as well as the training of the new recruits.
At Oak Ridge, Larry’s mission is to provide total financial money management services for his clients and their families. His philosophy is to partner with clients to establish and achieve their individual financial goals through objective, customized planning and management of their investment assets. Diversification and responsible asset growth based on established individual risk tolerances will be key ingredients to success. He is also committed to educating clients in the fundamentals of successful wealth accumulation, preservation and tax-saving strategies using trust and estate planning services.
On-going review is a very important part of the client relationship. It assures that we are making any necessary adjustments as changes occur in both your life and in the financial markets. Our single most important purpose is to serve the needs of our clients through unparalleled personal service that builds lifelong, generational relationships on a foundation of trust and confidence. Lastly, success is not entirely measured by performance statistics but rather by your success in achieving your individual and your family’s financial goals.
Larry was born in California and has lived in and around the Twin Cities since the mid 1970’s. He attended Mankato State University and the University of Minnesota majoring in Psychology and Business. He has lived in Lakeville since 2004 with his wife Sharon. Together they have seven adult daughters and two grandsons. Outside of spending time with his family and when time allows he enjoys fishing, skiing, snowmobiling and especially golf. He is also the owner and designer of two golf related United States patents. Larry and his family are active members of Hosanna Lutheran Church’s seven thousand strong membership.
I was raised in Darlington, the son of a nurse and carpenter. I learned at an early age the value of hard work and putting others first. I spent several years working in ambulances and emergency rooms as well as on a shock trauma team for the U.S. Army. Following the completion of my business degree, I worked in the insurance industry prior to joining Midwest Financial Group.
I have always prided myself on putting the needs and goals of the patients and clients that I have worked with first. Flexibility and recognition of your needs allow me to ensure that I put your interests first, and will allow our interactions to take place on your terms. We have gone through a time in this country that has made people aware of the need to plan for the future, while still taking care of the needs of today. Together, we will build a plan that helps to take care of your todays and prepares for your tomorrows.
My free time is spent split between serving as the director of EMS for the Belmont Ambulance Service, Lieutenant of the Belmont Fire Department, and with my family. My wife, Shelly, and I are blessed with three girls, Julia, Brynn, and Saige, who keep us on our toes at all times.
Jayjoined TI- Trust, Inc. (formerly First Bankers Trust Services Inc.) in March of 2015 as the Executive Vice President of Investment Management.Through careful financial analysis, design, implementation and service, Jay is primarily responsible for portfolio monitoring and client relationship management.
Jay has over 20 years of experience in the financial services industry.Prior to joining TI-TRUST, Jay was employed by First Investment Services/First Bankers Trust Company as an AVP-Financial Advisor.Before that, Jay was employed by First Bankers Trust Services as the Investment Trust Officer providing trust clients with portfolio management.He also worked as a Financial Advisor for Hannibal National Bank in Hannibal, Missouri.
Jay is a Series 65 registered investment advisor representative and has a Bachelor’s degree in Economics from the Missouri University of Science and Technology.Jay also holds the Series 7, Series 63, Life and Health insurance licenses and the Accredited Investment Fiduciary (AIF) designation.He is a graduate from Cannon Financial Institute’s Personal Trust School I, II, and III. Jay recently received the designation of Certified Financial Fiduciary® (CFF).
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