Who We Are

Dave Schlager, Senior Financial Advisor

Dave has over 20 years in the financial services industry. He began his career with Northwestern Mutual Life in Kansas City, Missouri. Prior to affiliating with the Wells Fargo Advisors Financial Network he worked as a Financial Advisor with Edward Jones Investments in Northwest Tennessee for 15 years.

Dave earned a Master of Business Administration degree from the University of Missouri. He also holds a Bachelor of Arts degree in Economics from the same institution.

Dave has been married 20 years to Leigh who is a native of Union City, Tennessee. They have three children. He is a member of the Union City Rotary Club, The Capitol Theatre Board, and the First United Methodist Church in Union City.

Joni James, Branch Administrator

Joni worked 11 years in the banking industry. She began as a teller and rose to bank manager where she oversaw daily operations and customer service activities for a regional bank. She joined Dave at their prior investment firm in 2005 and then moved with Dave to Schlager Financial in 2018. Joni has 16 years of experience in the investment industry and a total of 27 years in the financial services industry. 

Joni is married to her husband, Tim, and they have one daughter in college. They are lifelong residents of Union City, Tennessee.

Wells Fargo Advisors Financial Network

As an independent investment practice, we offer investment products and services through the Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network provides us with many important services. These services make it possible for you to enjoy the benefits of having an independent financial advisor with the confidence that your advisor's affiliation with a national financial services firm can provide. 

Wells Fargo Advisors Financial Network Provides: 
  • Custodial services for your securities and funds 
  • Research and technology solutions for your advisor
  • Compliance and guidance through the maze of investment industry regulations 
  • Bookkeeping, statement generation, and auditing services for our growing business and more 

We believe our affiliation with Wells Fargo Advisors Financial Network provides us with a significant competitive advantage in our target market. Please feel free to stop by, call or send us an email any time. We will be happy to anser any questions you have.