How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Robert F. Schlager, MBA CLU ChFC
Robert earned his BBA and MBA from Temple University in Philadelphia, Pennsylvania. He is a Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and a Chartered Life Underwriter (CLU).
Kenneth A Levin, CFF®, RFC
Certified Financial Fiduciary®
Ken is a Certified Financial Fiduciary® and a Co-Founder of Independent Investment Advisors.
Dianne Odom, CPA/PFS**
Personal Financial Specialist **
I serve as an Investment Advisor at Independent Investment Advisors. Because of my unique tax background, I am able to help clients with their complete financial picture and all of their needs.