New Philadelphia Team

New Philadelphia Team

Chris Hensel, AIF®

Principal/Financial Advisor

I graduated from the University of Akron in Akron, Ohio in 1983, earning a BSBA with a major in marketing and a minor in finance. I also earned an MBA from Ashland University in 1986. I currently serve as a Registered Representative for Commonwealth Financial Network® and an Investment Adviser Representative with Investment Partners, LTD, a Registered Investment Adviser.

I have a real passion for the work I do for my clients. It is really satisfying to help people with the challenges associated with sound investing, as well as identifying and neutralizing the threats we face to our long-term financial security. 

I hold FINRA Series 7, 63, and 65 securities registrations through Commonwealth and am a licensed life, accident and health, variable life, and variable annuity agent with the Ohio Department of Insurance. In 2010, I obtained the Accredited Investment Fiduciary® designation.

Being active in the community is important to me, and over the years I have served in many leadership positions for numerous civic and nonprofit organizations. I am currently involved with a local organization that locally feeds those in need each week, as well as Leader’s Edge, which seeks to create positive influence in business, schools, churches and communities. I previously served as a member of the Board of Education for the Strasburg Franklin School District, 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 was a founding board member and treasurer for Habitat for Humanity of Tuscarawas Valley Inc. I still support many of these fine organizations financially.

My wife Chrissie and I live in Strasburg and enjoy spending time with our three children and two grandchildren.  I also enjoy traveling, scuba diving, golfing, reading, and keeping up with the financial markets.

Vista Club
 

 

 

I am proud to have been recognized as a Vista Club advisor for 2020—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA 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

President/CCO/Principal/Financial Advisor

Bambeck Bio May 2021
 

 

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

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

 

Prior to Investment Partners, I worked for the Commercial and Savings Bank in various roles including consumer lender and banking center manager. I use the experience I obtained 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 my spare time, I enjoy sports, snowboarding, and spending time with my wife, and two children. We reside in Dover, 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

A lifelong resident of the area and a New Philadelphia “Quaker”, I was the first employee of Investment Partners, LTD. when CEO Steve Stocker founded it in 1996.  What began as a 6 week “adventure” to help open the office for business turned into my being a full-time employee for the past 23 years!

 

I really enjoy the people - particularly in this office. There is not a day that has gone by that I haven’t laughed at least once, and the clients are a good reflection of the people who work here. We have wonderful clients, many of whom are or have become friends.  Family is my priority and passion and Investment Partners has allowed me to stay true to who I am.

 

I was a stay-at-home mother to my four children for 20 years before joining the firm. I didn’t know much about the industry then, but I’ve learned as I’ve gone along. Learning has been a constant over the years as Investment Partners has grown, and technology has advanced rapidly.

 

I am the oldest of seven children whose parents recently celebrated their 65th anniversary with all of “us” in tow for a three-day celebration at an Ohio State Park.    More than 60 of us attended!!

 

My four children now have children of their own and I’ve been blessed with six grandchildren, five boys and one girl, with everyone living nearby. When my kids prepared for college and their independence, I told them to make the most of their experiences. The flip side to that is I asked that they come back home when they began their own families. And they did! I’m very lucky.

 

Community involvement is important to me. I’m a lifelong member of The First Presbyterian Church in New Philadelphia and have served the session as an elder and deacon. I’ve been a member of the nominating and pastoral search committees, and have volunteered my time to stewardship and the youth group.

 

Even though I consider myself a winter person, preferring the cold over heat, I do enjoy weekend summertime camping -or “glamping” as some say - with all the conveniences of home.  I also enjoy yoga, reading, cooking and baking, usually in large batches…naturally!  Soups are family favorites.  It’s still my joy and escape, and I can usually find someone who is willing to take the extras off my hands.  My pet is usually close by waiting for his.

 

If you’re in New Philadelphia, chances are pretty good that you’ll see me walking with my energetic shih tzu. “Timmie” was a Christmas gift that got his name from a then 5-year-old grandson whose best friend also was “Timmy”.  Summer and winter, rain or shine, we walk!

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.

Britni Eichel

Client Relationship Specialist

I was born and raised within the Tuscarawas Valley, surrounded by my extended family. I grew up near the Tuscora Park amusement park, where my immediate family still resides. Growing up, I was pretty lucky, as my grandparents and uncle and aunt lived on our street, as well.

Currently a Dover resident, I am a 2014 graduate of New Philadelphia High School and a 2018 graduate of Stark State University with an Associate of Science degree focusing on Dental Assisting. I worked at a dental office for just over three years, but then decided in early 2021, as the Covid-19 pandemic changed the healthcare industry, that it was time for a career change.

I joined Investment Partners in February 2021.

Being a dental assistant taught me dedication, as well as organizational skills that help me in my current role. As an assistant, you have to be extremely detail-oriented as well as flexible, because your job is constantly changing. I also learned that clients always come first, before any other task.

My fiancé Christopher and I are currently planning our destination wedding on Hilton Head Island, S.C., which is set for next October. We plan to place our roots in Dover or New Philadelphia.

Chris is a member of the Strasburg Fire Department. I have many dreams and ideas and am constantly coming up with new adventures for us. He is always down for anything.

I am constantly outdoors when it’s nice outside. We are very fortunate in our community to have access to many places to bike, fish, hike and hunt. We also love sports, and there really isn’t a night where there isn’t an Ohio team on my television. Even if it means watching a repeat of an old event.

I also am very into traveling. Even though I have not gone out west, I have visited lots of places along the east coast, with many more to see. Within the last year I traveled more than 10,000 miles between Ohio and North Carolina, where my best friend and her husband lived while stationed at Fort Bragg. I also took lots of trips to Hilton Head to visit family.