New Philadelphia Team

New Philadelphia Team

Chris Hensel, AIF®

Principal/Financial Advisor

Hensel Bio September 2021
 

 

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

MIlburn BIO Aiugust 2021
 

 

Kandy Bichsel

Client Relationship Specialist

Kandy Bichsel Bio Sept 2021
 

 

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

Britni Bio July 2021