New Philadelphia Team

New Philadelphia Team

Chris Hensel, AIF®

Principal/Financial Advisor

Chris Hensel graduated from the University of Akron in Akron, Ohio, in 1983. He earned a BSBA with a major in marketing and minor in finance. He also earned an MBA from Ashland University in 1986. He currently serves as a Registered Representative for Commonwealth Financial Network® and an Investment Adviser Representative with Investment Partners, LTD, a Registered Investment Adviser. Chris has a real passion for the work he does for his clients. According to Hensel, “It is really satisfying to help people with the ongoing challenges associated with sound investing as well as identifying and neutralizing the constant threats to their long-term financial security.”

Chris has FINRA Series 7, 63, and 65 securities registrations through Commonwealth. He is also a licensed life, accident and health, variable life, and variable annuity agent with the Ohio Department of Insurance. In 2010, he obtained the Accredited Investment Fiduciary® designation.

Active in the community, Chris has served in leadership positions for numerous civic and nonprofit organizations. Chris currently serves as a member of the Board of Education for the Strasburg Franklin School District. His past involvement includes serving as president of the Strasburg Tiger Foundation, Inc., treasurer and board member for the Tuscarawas County YMCA, campaign chairman for the United Way of Tuscarawas County, board member for Personal & Family Counseling Services, and a founding board member and treasurer for Habitat for Humanity of Tuscarawas Valley Inc. 

Chris resides in Strasburg with his wife, Chrissie, and their children: Kaitlin, Emmy, and Evan. He enjoys spending leisure time with his family, traveling, scuba diving, reading, and keeping up with the financial markets.

Vista Seal
 

Chris Hensel is proud to have been recognized as a Vista Club advisor for 2018—a distinction based on annual production that places him/her among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Douglas Bambeck, AIF®

President/CCO/Principal/Financial Advisor

A proud alumnus of Kent State University, Doug has 18 years of financial services experience that he puts to work for clients. Doug enjoys spending free time with his wife, Faith, and his two children: Max, age 8, and Natalie, age 6. Weekends are spent with the kids and their busy schedules: driving to soccer practices, games, or dance lessons. In Doug’s limited spare time, he enjoys shooting sporting clays and hiking with his family in the local wilderness center and state parks.

Doug believes in giving back and strongly supports educational causes in particular. He has been a member of the Dover Exchange Club for 17 years, helping to provide supplies, clothing, parties, and opportunities for children in foster care. Doug is also a member (and past president) of the Dover Education Foundation, founded to benefit both teachers and students. The foundation offers teacher and classroom grants as well as scholarships and helps enhance the learning opportunities for all children attending Dover City Schools.

Doug understands that most families don’t have time to plan for their financial goals because of day-to-day hectic schedules. He makes it simple and easy for clients to create a plan for their families to succeed, helping them to achieve long-term benefits without becoming overloaded in the short-term.

Doug brings that same ease of doing business to the corporations and small businesses he works with, helping them control the fiduciary liability that comes with running a qualified retirement plan. With Doug’s help, business leaders can attract and retain talented employees through providing a quality benefits plan, and save themselves time and stress by letting Doug navigate the complex retirement landscape for them.

Steven Stocker, AIF®

CEO/Managing Member/Financial Advisor

Steven C. Stocker founded Investment Partners, LTD, in April 1996 and currently serves as chief executive officer.

Mr. Stocker graduated from Miami University in Oxford, Ohio, in 1981. He earned a BS in business with a major in finance. He attended the Stonier Graduate School of Banking at the University of Delaware in Newark, Delaware. He currently serves as a Registered Representative and Registered Securities Principal with Commonwealth Financial Network®. His previous experience includes serving as an associate vice president with EVEREN Securities, Inc. (1990–1996) and as an assistant vice president with Bank One, Dover, NA (1986–1990). Prior to Bank One, Mr. Stocker served as regional sales manager for Society Bank, NA, in Dayton, Ohio. 

Mr. Stocker holds the following FINRA securities registrations: Series 7, 24, 63, and 65. He is also a licensed life, accident and health, variable life, and variable annuity agent with the Ohio Department of Insurance.

He is also active in the community. His current and past involvement includes serving as president of the Dover City Schools Education Foundation, Inc., president of the Tuscarawas County YMCA, member of the Board of Trustees for the Tuscarawas County YMCA, campaign chairman and president of the United Way of Tuscarawas County, president of Union Country Club, member of the Board of Trustees of the Tuscarawas County Community Improvement Corporation, member of the Board of Trustees of Atwood Yacht Club, and chairman of the Retention and Expansion Committee for the Tuscarawas County Chamber of Commerce.  

Mr. Stocker and his wife, Ginny, live in Dover, Ohio, and have two adult children, Kristen and David. He enjoys golf, tennis, fishing, and reading.

Tony Yoder

Financial Advisor

Tony Yoder is a Registered Representative for Commonwealth Financial Network® and an Investment Adviser Representative with Investment Partners, LTD, a Registered Investment Adviser. He graduated from Mount Vernon Nazarene University, where he earned a bachelor’s degree in accounting. Tony was an active member of the Accounting Club and Students in Free Enterprise organizations, where he helped educate local high school and college students and community members in personal finance and budgeting.

Prior to Investment Partners, Tony worked for the Commercial and Savings Bank in various roles including consumer lender and banking center manager. Tony uses his experiences from the banking environment to communicate with clients to help find their financial solutions in the short term, as well as continuing to assist them in reaching their long term goals.

In his spare time, Tony enjoys sports, snowboarding, and spending time with his wife, Kate. They reside in Sugarcreek, Ohio.

Heather Milburn

Firm Administrator

I was born and raised with hard work in my veins. Growing up in southern Tuscarawas County, I spent a lot of time on my grandparents’ dairy farm, where everyone around me woke before the rooster crowed, gave all their love through their labor, and still could be found, say, like tinkering on a tractor into the wee hours. For me, the cow milking didn’t stick – but the work ethic did.

Always eager to be active, I spent my childhood doing everything that I could do. I played a number of sports, like gymnastics, swimming and basketball. I joined organizations such as 4-H, Girl Scouts and my church youth group. At school, I was part of groups like student council, choir and Power of the Pen.

I graduated from Indian Valley High School, and wasn’t sure what I wanted to do with my life – but I did know that I liked numbers and people. I joined the banking industry and then started attending Stark State College at night. Four years later, I had my Applied Associates Degree in Business Management Finance in my hand and eight years of banking under my belt, and I decided to try something new.

I joined Paychex and worked my way to senior payroll specialist while doing bookkeeping on the side for a friend who owned a construction business. At the same time, I worked a seasonal retail job and decided to take more night classes. Needless to say, I was burning the candle at both ends.

In an effort to cut my commute from 80 minutes to 10, I took a job Rea & Associates, Inc., where I continued to process payrolls and provide bookkeeping support. While there, I briefly attended Stark State’s dental hygiene program. What was I thinking? I loved beautiful pearly whites, so I equated that to enjoying cleaning them. Lesson learned.

All this time, I was longing for a career that fulfilled me and utilized the skills and knowledge I knew were inside of me. One day when I was meeting with Doug Bambeck from Investment Partners to gather payroll changes, I learned that he was searching for a firm administrator. At the time, I didn’t know what a firm administrator did, but I was intrigued. I joined Investment Partners in January 2010, and I finally found the career that I was meant to find.

I passed my FINRA Series 7 securities registration, and a year after joining INVP, I decided to pursue a Bachelor of Science degree through Franklin University. I graduated summa cum laude with double majors in Business Administration and Human Resource Management. I also graduated from Leadership Tuscarawas in 2014. I currently am expanding my knowledge through preparation for the FINRA Series 24 securities principal exam.

I am blessed to work in my dream job wearing many hats for the overall operations of the firm. Some of my duties include oversight and analysis of Investment Partners financial records including accounts payable, receivable, payroll, and budget forecasting.  I handle human resources, including staffing, compensation and benefits, employee relations, and training. In addition, I provide oversight for compliance monitoring including maintaining compliance files, licensing requirements, auditing, advertising, manuals, regulatory filings in support of the chief compliance officer.

Giving back is one of my mottos. Over the years, I have served as an executive board member of Leadership Tuscarawas, as president of the New Philadelphia Business and Community Association; and as a founding member of Leaders of Tomorrow (previously Women Supporting Students), where I helped develop programming targeting the next generation by providing access to local, real-life leaders to boost students to a more successful personal and professional life by sharing experiences, advice, and lessons learned.

In my spare time, I enjoy reading mysteries, inspirational nonfiction, and anything Christmas and sappy. To keep active, I practice yoga, swim, walk, bowl, and occasionally beat my husband, Dj on the golf course.  I love to cross stitch, paint, and craft – but many of my hobbies have circled back to childhood since we welcomed our daughter, Zella. Now in my spare time, you might find me at the playground enjoying the merry-go-round, reading Dr. Seuss’s Mr. Brown Can Moo! Can You?, and creating priceless works of art with Play Doh and Crayola. 

 

Kandy Bichsel

Client Relationship Specialist

Kelly Wallick

Customer Service Manager

I was born in Tuscarawas County and raised on church, family time, and sporting events.

After graduating from New Philadelphia High School, the search for my life’s path led me north to Kent State University and eventually to the Ohio College of Massotherapy. While in pursuit of my license to be a massage therapist, I took a job at Schwab Retirement Plan Services to help pay the bills.

As life’s circumstances required big decisions, it became clear that it was time to return to Tuscarawas County. A position was suddenly available at Investment Partners, LTD and one of my former supervisors knew I was looking to come home. My five years of experience with Schwab made me the right fit for the client service manager position.

As a result, I ended up with two licenses, one for massage therapy and the other for my FINRA Series 7 securities registration. 

I then added the titles of wife and mom to the title of client service manager. It’s easy to see why a mom of four kids (my husband Jason and I have two girls and two boys spanning ages 18 to 8), would have interests that revolve around kids’ activities and helping others.

I attend every kind of event and sometimes more than one on any day of the week:  from t-ball to the Tribe; from pee-wee football and Garaway High School football (I’m the coach’s wife) to the Buckeyes and Browns (even in the bad years); and from soccer and orchestra and swimming to 4-H, art class, tennis, choir, volleyball, concerts, and camping.

As you could’ve guessed, we have to take vacations to Disney and the beach just to get away from the chaos. Yes, Disney is less chaotic than our lives some days!

I have a passion for helping others through serving at our church, St. John’s UCC in Dover. I currently serve on the Board of Christian Education and have taught Dave Ramsey’s Financial Peace University. I also have found a love of essential oils. I teach classes to help others learn how to use them as a natural solution for health issues. While I did let my massage therapy license expire, I get to incorporate that knowledge while using essential oils. So, that degree and license weren’t a total waste (as my parents think)!

Little did I know that taking a job “just to pay the bills” while I went to school would lead to a career of almost 25 years in the financial industry. Even if you think you have your life’s path planned out, life may have a different plan.

Mega Snyder

Operations Manager

As the operations manager for the firm, I work closely with the advisors and clients to establish new accounts, perform cashiering transactions and facilitate account transfers. I hold the FINRA Series 7 securities registration.

Although I’ve been with Investment Partners for more than two decades, I didn’t anticipate that I would have a career in the financial services.

I graduated from Dover High School, where I focused on learning office skills. I held several jobs before joining the staff at Buehler’s, our local grocery store. While there, I worked as a cashier, in the service center, and as a pharmacy tech. I always kept my eyes and ears open for any type of office work that would offer a better schedule for my family life.  

One day, Investment Partners founder and CEO Steve Stocker came through my check-out line and we chatted a bit. I had seen an ad in the local newspaper advertising for a sales/support person for his investment firm. I wasn’t exactly sure what that entailed, so I asked him about it. He told me to submit a resume and the rest is pretty much history. 

I started part-time with INVP in April 1997, and here I am 22 years later. I knew absolutely nothing about this industry when I started but had a knowledgeable and very patient teacher in Steve Stocker. I will always be grateful to him for taking a chance on me!

Most people who work with me know I am a numbers person. I have an uncanny ability to remember account numbers, phone numbers, etc., which definitely helps with my job.  

I enjoy the direct contact with clients that this position affords. I love chatting with people and getting to know them on a little more personal level. Additionally, I believe in great customer service. If I say I will do something, I do it! I do my best not to pass the buck or drop the ball. I think good customer service skills are very important in all vocations. 

My husband, Jim, and I have been married for 18 years and we live in New Philadelphia. I have two children from a previous marriage; my daughter and her family live near Raleigh-Durham, North Carolina, and my son and his family live in Strasburg, Ohio. My three grandchildren range in age from 3 to 8, and we have a cute fur baby named Max, who has been part of the family for almost five years.

In my free time, I love to read and bake, or just spend time with my family. Jim and I enjoy traveling—especially to tropical locations with warm waters perfect for scuba diving. Grand Cayman is one of our favorites, but we also like Bonaire, and recently we went to Fiji. We like going on cruises, too, and have been to a lot of the Caribbean islands and to Alaska and Hawaii. 

Tom Schrock

Financial Advisor

When I started my undergraduate career at Miami University, I was still deciding what I wanted to do as a career. But after my first economics course I had no doubts.

 

At Miami, I discovered my passion for global markets from both an economic and financial market perspective. I majored in both economics and finance in the business school and also was fortunate to be able to study international economics at Miami’s Luxembourg branch in Europe. I later earned an MBA with a focus in finance from the Weatherhead School of Management at Case Western Reserve University, as well.

 

I started my career out of college as a financial advisor at Balanced Asset Management in Westlake, Ohio. Having the passion to learn as much about the industry as possible, I accepted a position with McDonald & Company as an equity analyst. While there, I published research and recommended stocks for clients and advisors on energy, technology and telecom companies.

 

I next received an offer to become a portfolio manager from then National City (now PNC), and I also worked with MAI Capital Management before landing in my current role as a Registered Investment Adviser Representative with Investment Partners, LTD.

 

I have enjoyed advising clients on how to navigate the ever-changing landscape of the financial markets. As they say, if you find a job that you love, you will never work again. I am lucky to have found mine.

 

I am excited to be opening our firm’s newest branch in Independence, Ohio, where I will continue to help clients achieve their long-term financial goals. I like getting to know clients and working to gain their trust that I will be objective and an advocate for the financial goals they wish to accomplish.

 

In my spare time, I enjoy staying active through playing sports, running and biking. My favorite moments are the ones spent with my two young children while we fish or hike. Of course, that’s as long as I can pry them away from their electronics.