Ben is an Investment Adviser Representative and registered representative of Commonwealth Financial Network, a Registered Investment Adviser. He graduated from The Ohio State University with a bachelor’s degree in Human Ecology and holds the FINRA Series 6, 7, and 63 securities registrations and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification.
Ben conducts research and develops custom financial and investment plans for Investment Partners, LTD clients and works closely with the advisers to create and monitor clients’ financial plans and investment portfolios. Although Ben’s job is primarily behind the scenes on the computer and monitoring market results, he is always available to answer questions or provide guidance on any issue or concern a client may have.
In his spare time, Ben enjoys golf, hockey, and home improvement projects. Ben and his wife, Tracey, live in Powell with their two boys.
Douglas Feller, AIF®, CFP®, CFA
Doug Feller is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Analyst® charterholder, and an Accredited Investment Fiduciary®professional. Doug joined Investment Partners, LTD, in 2002 and has served the firm’s Central Ohio clients since 2004. Doug is a member of the Financial Planning Association of Central Ohio and has served as a volunteer for the CFP Board of Standards.
Doug is a graduate of Yale University, where he received his BA in economics. While at Yale, Doug mentored New Haven City School students, and was a four-year letterman with the Yale varsity baseball team. He currently serves on committees at the United Way of Central Ohio, Licking County Foundation, and Newark Granville Symphony Orchestra board. Doug enjoys backpacking, photography, and lives in Alexandria, Ohio, with his wife, Brianne.
Matthew Andreas, CIMA®, CFP®
Matthew Andreas is a Registered Representative for Commonwealth Financial Network® and an Investment Adviser Representative with Investment Partners, LTD, a Registered Investment Adviser. He graduated from Miami University, where he earned a bachelor’s degree in marketing. Matthew is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Prior to Investment Partners, Matthew worked for J.P.Morgan Asset Management in various roles for 19 years. The majority of his time there was spent in Global Strategic Relationships where he managed complex client partnerships with many independent broker/dealers and wirehouse firms. He also served as Team Lead for the Bank and Trust division. While at J.P.Morgan, Matthew obtained his FINRA Series 7, 63, 65, and 24 licenses. He also obtained the Certified Investment Management Analyst designation, CIMA® through the Investment Management Consultants Association, IMCA®.
In his spare time, Matthew enjoys traveling, sports and spending time with his wife, Gina and son, Ben. They reside in Dublin, Ohio.
Stephen Frank, AIF®
Stephen grew up in Pittsburgh Pennsylvania and graduated from Edinboro University of Pennsylvania with a Bachelor of Science in Finance. Stephen holds the FINRA Series 6, 7, 22 and 63 securities registrations through Commonwealth Financial Network. In addition, he has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360.
In 1987, Stephen began working in the financial services industry as a life insurance agent with a large general agency in the North Hills of Pittsburgh. He was both a successful agent and recruiting sales manager, prior to requesting a transfer to the company’s Central Ohio branch office. In Ohio, Stephen’s focus shifted to asset and investment management. A few years later, he joined a large general agency in Upper Arlington and helped a senior adviser grow the 401k/retirement plan business. It was at that time Stephen realized his passion for assisting plan sponsors and their employees prepare for retirement. In 1998, Stephen joined a small financial services group in Dublin, as a partner. Ultimately in 2009, Stephen stepped out on his own to establish Frank Wealth Management Group, Ltd. in Powell, Ohio where he helped businesses and professionals make educated decisions about their financial lives. He joined Investment Partners, LTD in 2018.
Involved in the community, Stephen is a member of The Powell Area Chamber of Commerce, the Powell United Methodist Church and a volunteer at the Common Ground Free Store in Delaware, Ohio. He is a retired Dublin Youth Athletic Association (DYAA) football coach and Olentangy Little League baseball coach. Currently, Stephen serves as a board member at Wedgewood Golf and Country Club.
Stephen is an avid golfer. In 2016, Stephen traveled to Scotland with a group of 12 gentleman to play some of the oldest and toughest golf courses in the world (bucket list!). He was fortunate, one rainy late afternoon, to walk on at The Old Course at St. Andrews and play 18-holes with three native Scotsmen.
Stephen and Holly, his wife of more than 25 years, have three active children. They spend their weekends at dance performances, track meets, and hockey and lacrosse games. Serious Pittsburgh Steelers and Columbus Blue Jackets fans, Stephen and his family enjoy attending or watching games on TV together.
Stephen is an active member of the following professional organizations:
The Summit Study Group is a small select group of creative, innovative, and growing financial service professionals who meet semiannually–with the purpose to provide mutual support, discuss growth strategies and share perspective among peers in an educational setting.
The Retirement Plan Advisory Group is an exclusive alliance of independent advisors inspired by serving the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology.
Stephen N. Frank is proud to have been recognized as a Summit Club advisor for 2017 – a distinction based on annual production attained this year by just 22 percent of advisors affiliated with Commonwealth Financial Network®.
Client Relationship Specialist
Kathy is a graduate of Ohio University with a bachelor’s degree in journalism, Kathy reentered the work force after spending 12 years as an at-home mother and volunteer for school, church, social, and philanthropic organizations. Prior to that, she worked as a newspaper reporter. Kathy is a “grammar guru”. In addition, Kathy has some financial services-industry experience, having worked for her father’s tax accounting business.
Kathy lives in Powell with her husband and two daughters. In her spare time, she can be found cooking, reading, volunteering at the elementary school, and enjoying live music.