I’m an Investment Adviser Representative and Registered representative of Commonwealth Financial Network®, a Registered Investment Adviser. I graduated from The Ohio State University with a bachelor’s degree in family resource management. The field of financial services has long appealed to me.
In my role, I conduct research and develop custom financial and investment plans for clients of Investment Partners, LTD, and I work closely with the advisers to create and monitor clients’ financial plans and investment portfolios. Although my job primarily is behind the scenes, I am always available to answer questions or provide guidance on any issue or concern a client may have.
I hold the FINRA Series 6, 7, and 63 securities registrations and currently am a candidate for the CERTIFIED FINANCIAL PLANNER™ certification.
My wife, Tracey, and I live in Powell with our son, Jack. Our other son, Josh, has already headed off to college to study electrical engineering.
Hockey is a big part of our family life. Jack has been on the ice since the age of 3, and I have coached his teams through the years. We both volunteer for the Columbus Blue Jackets Special Needs hockey team. I am also a volunteer board member for the team and help to guide the learn-to-skate program. We both look forward to our Saturday mornings getting to be a part of this great group of kids and their families.
I still think I’m young and play a couple of nights a week in the Columbus adult hockey leagues. I hope to play long enough to get a season in with Jack and me on the same team once he’s old enough.
If I’m not at the hockey rink, on the golf course, or perfecting my homemade pizza recipe, I often can be found with my family at the cabin we’re building in southeast Ohio. It’s a lot of hard physical labor, but it’s rewarding to get off the grid and enjoy the quiet and family time together without all the distractions in our lives these days. We have fun with a small archery range, target shooting, fishing, riding ATVs, and hiking the trails.
Matthew Andreas, CIMA®, CFP®
As far back as I can remember, I have enjoyed managing my own finances, so I decided a career in helping others with theirs would be a great fit. While attending college at Miami University and continuing to this day, I have focused on classes and certifications that help me be a well-rounded advisor and planner.
Currently, I am a Registered Representative and an Investment Adviser Representative for Commonwealth Financial Network® and an Investment Adviser Representative with Investment Partners, LTD, a Registered Investment Adviser. I am a CERTIFIED FINANCIAL PLANNERTM practitioner. I also hold FINRA Series 7, 24, 63, and 66 securities registrations and obtained the Certified Investment Management Analyst® (CIMA®) designation through the Investment Management Consultants Association.
I started my career out of college as a financial advisor at a Bank One branch in the Mount Lookout area of Cincinnati. This job also included running the teller window and helping to balance many, many checkbooks.
I then accepted a position with Bank One/J.P. Morgan Asset Management in Columbus and enjoyed working in various investment roles for 19 years. My time spent at Bank One/J.P. Morgan brought me in touch with many talented people and helped shape and refine me to be the best financial planner I can be today. As my career evolved there, I found myself working in New York City a lot and traveling all over the country.
I joined Investment Partners, LTD, and am happy to be settled now in the Dublin office and getting more involved in the local community around me. I enjoy sitting across the table from individuals, families, and business owners helping to solve their financial puzzles.
In my spare time, I enjoy traveling with my wife, Gina, and son Ben, trying new restaurants in the Columbus area, and watching Ben play ice hockey and baseball. Gina, Ben, and I have a love for dogs and have three rescues, George, Duncan, and Belle. They keep us very busy when we are at home.
Stephen Frank, AIF®
I started my career in the financial services industry in 1987, after graduating from Edinboro University (Pennsylvania) with a Bachelor of Science in Finance. My first job in personal finance was as an agent with a large life insurance general agency in Pittsburgh. I was a successful agent and was quickly promoted to a recruiting sales manager. In 1990, I applied for a transfer to the company’s Central Ohio branch office. It was at that time that I began to focus on my client’s overall financial picture, rather than on only a product.
A few years later, I joined another large life insurance general agency in Upper Arlington. I was mentored by a senior agent whose specialty was the agency’s retirement plan business. It was at this time that I realized my passion for assisting retirement plan sponsors navigate the retirement plan marketplace and helping their employees plan for retirement.
In 1998, I became a partner with a small Dublin financial services group. Then in 2009, I stepped out on my own and established Frank Wealth Management Group, Ltd. For more than 10 years, our four-person office in Powell, provided Frankly the Best Client Service to our retirement plan sponsors and their employees, as well as assisting our individual clients and their families with planning for their retirement needs.
After a lengthy process of reviewing my personal retirement and business succession plan, in mid-2018, I joined Investment Partners, LTD. as an equity partner. It was time to insure that my family and my clients would be taken care of, long term.
I hold the FINRA Series 6, 7, 22 and 63 securities registrations. In addition, I have earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360.
In addition, I am an active member in the following groups:
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.
I have been recognized as a President’s Club advisor for 2018 – a distinction based on annual production attained by just 13% of advisors affiliated with Commonwealth Financial Network® this year.
On a personal note, I am an avid golfer (not reflected in my handicap, however) and have been fortunate to have played a few of the most beautiful golf courses in the world. In 2016, I traveled to Scotland with 12 gentleman to play some of the oldest and toughest courses. While there, one late rainy afternoon, I walked on at The Old Course at St. Andrews to play 18-holes with three native Scotsmen. The fall of 2018, I played Augusta National. What a fabulous experience!
I would be completely remiss if I didn’t mention (or thank), my wife Holly. We have been married for more than 27 years and have three active kids and two crazy dogs. Our oldest daughter recently graduated from The Ohio State University and started her career. Our middle daughter recently graduated from high school and like her older sister will join “Buckeye-Nation” this fall. Our youngest son plays travel hockey and, fortunately for me, loves to golf. On the weekends, depending on the season, you will find us on the golf course, working in our yard, driving to a hockey tournament or watching a Columbus Blue Jackets, Ohio State or Pittsburgh Steelers game.
Client Relationship Specialist
A graduate of Miami University with a BA in public administration, I have 20 years of experience in the financial industry and hold the FINRA Series 7 and 66 securities registrations and the Financial Paraplanner Qualified ProfessionalTM designation.
I had what many might consider an unusual childhood: I’m an “Air Force brat.” My dad was career Air Force member and retired as a colonel. I spent most of my childhood in Germany and England and returned to the United States as a sophomore in high school in Georgia. My dad was transferred to Alaska during my senior year, and I had intended to attend Texas A&M. Texas was—and still is—home because both of my parents grew up there and my extended family all live there. However, the Air Force had another idea and reassigned my dad to Wright Patterson Air Force Base in Dayton. I wanted to be close to my family, so I went to Miami University instead.
I lived in Texas for a while, but when I had an opportunity to move back to Ohio, I decided to do that. My brother, sister, and mom all now live in Ohio, too.
I have always worked in what I call the “service industry.” I started out as a supervisor for a temporary services agency and then moved to the sales department of one of the largest caterers in Texas. My interest in the financial world was piqued when I served as a team leader for the American Funds / Capital Group in Texas, which I did for five years. That was followed by seven years supporting two advisors in Ohio who were market makers for small community bank stocks.
I’ve been with Investment Partners LTD since 2012, and I really enjoy interacting with our clients. It’s so rewarding to do what I can to help them.
Joe and I blended our families in 2005 and we live in Hilliard. He has a son, Justin, and daughter, Jenn. I have two sons, Cameron and Christian. We also have a very spoiled Cairn terrier named Willie.
Joe works in the construction industry, and Justin works with him while also attending Ohio State University. He’ll graduate this winter. Cameron is an engineer with Texas Instruments in Dallas—a nice place to visit during our cold winter months.
Jenn is pursuing a career in nursing after recently graduating from the University of South Carolina, and Joe and I are set to join the ranks of empty nesters this fall as Christian heads off for his freshman year at the University of Cincinnati. Go Bearcats!
Having our kids off on their own affords me more time to do some of my favorite things, such as cooking, gardening, and knitting—which has been a lot of fun. I have always enjoyed crafts and was looking for a “portable craft” when I stumbled upon knitting. I have made a ton of shawls, socks, blankets, hats, and more.
Although the kids are busy, we hope to continue to lure them back for weekends of boating on Lake Erie. We all make spending time onboard, a priority during the summer. We have a ball! Marinas are like neighborhoods and everyone is so glad to see each other after the cold winter months.
We also love to travel. Joe’s job makes it hard for him to leave town for extended periods of time, so we take a lot of short trips during the year. Arizona has become a family favorite because of all of the outdoor activities and hiking.
Client Relationship Specialist
A graduate of Ohio University with a bachelor’s degree in journalism, I was a newspaper reporter before deciding to stay at home with my two daughters. As an at-home mom, I worked as a freelance writer, assisted my dad with his tax accounting business, and volunteered for various school, church, social, and philanthropic organizations.
When my younger child trotted off to kindergarten in 2013, I decided to put my organizational and people skills to work by assisting clients at Frank Wealth Management Group, which merged with Investment Partners, LTD, in 2018.
I live in Powell with my husband, Doug, and those two daughters, who are now busy teenagers. One heads to college soon, so my family has been navigating the world of college applications and funding.
Doug and I enjoy listening to live music—particularly if it’s being performed by artists we got to know during Doug’s longtime stint on the board of Six String Concerts, a non-profit organization that brings national and international singer-songwriters to Columbus. We’ve even been known to invite our 40 or so closest friends to join us for the occasional house concert in our living room.
I continue to volunteer and also make time for reading anything from best sellers to biographies to cookbooks. I love to cook, especially with friends in a cooking club I joined nearly a decade ago. I was afforded a new cooking challenge in 2017 when my daughters announced they were both going vegan. They’re still committed to it, so I’m still figuring out how to make tofu and seitan taste good.
Wealth Management Assistant
I am learning that life doesn’t always take you where you expect it to.
I began my college career at Hiram College, where I was looking forward to studying psychology or accounting and playing football. A neck injury derailed those plans, and after six months of recovery, I decided to transfer to The Ohio State University, closer to home.
I have always enjoyed working with numbers, as well as people, and I landed in Ohio State’s consumer and family financial services program. I wanted the opportunity to meet new people from different backgrounds and to help them to reach their financial goals.
After graduating from Ohio State, I worked for New York Life for a couple years. However, the insurance industry felt too limiting to me. I decided that I needed to take another step toward achieving my goals, and that decision led me to join Investment Partners, LTD. Here, I have the ability to grow professionally and personally with a great team that allows me to create excellent opportunity not only for myself but for my clients, as well.
I love creating new relationships and experiences with people. The opportunity to help clients reach their goals and to make an impact on their lives is extremely fulfilling. I welcome the challenges that I face in this role.
In the financial services industry, you are always learning and evolving, and I appreciate that. I am a competitive and detail- oriented person, so I always expect the best from myself and for my clients. I am looking forward to continuing to grow in my current role and to take my skills to the next level. To that end, I have earned my life, health, and FINRA Series 6 securities registration, and am currently studying to achieve my Series 7 and 66 registrations. In the next few years I would also like to earn my CERTIFIED FINANCIAL PLANNER™ certification.
I live in the Hilliard area, and I enjoy spending free time with my friends and family. I come from a large family, and I wouldn’t be where I am without them. The support I have always received and the lessons I have learned helped shape who I am.
Pretty much anything sports-related piques my interest, but I especially love playing golf. I like to be active and spend time outside doing things like camping and canoeing.