bright people
“My goal from day one was to establish a wealth
management firm where we sat on the same
side of the table as the client and were able
to always do what was best for the client. Our
advisors have no incentive other than to do what
is in the best interest of their clients, each and
every day,” Stocker said.
Investment Partners Today
LOCATIONS:
Headquartered in New Philadelphia, Ohio, with
offices also in Dublin, Millersburg and Mentor
STAFF:
9 financial advisors and 7 support staff
SIZE:
INVP serves nearly 2,000
households throughout more than 30 states,
and has grown from nearly $30 million in client
assets to over $800 million.
ACCOLADES:
For the past six consecutive years, Stocker
and the firm have been recognized by Barron’s
as one of the top 1,000 advisors in the country,
and in 2013 were ranked No. 7 in Ohio*
LEARN MORE:
www.invp.com
*Investment Partners, LTD was listed as #7 in Ohio,
as ranked by Barron’s in “The Top 1000 Advisors”
in the February 18, 2013, issue. Factors included
in the rankings were assets under management,
revenue produced for the firm, regulatory record,
quality of practice, and philanthropic work. The
rankings were based on data provided by over
4,000 of the nation’s most productive advisors.
Securities offered through Commonwealth Financial
Network®, Member FINRA/SIPC, a Registered Investment
Adviser. Investment Partners, LTD is a Registered Investment Adviser. Advisory services and fixed insurance
products and services offered by Investment Partners LTD
are separate and unrelated to Commonwealth.
Effective Sept. 1, 2014, the Lima firm M.A. Hoops & Associates
merged with Rea & Associates. (Read more on Page 2)
Dustin Raber (Millersburg) received his Certified Manufacturing
Professional (CMP) certification.
Scott Moyer (Zanesville) presented to more than 30 landowners
in Belmont County at Ohio University Eastern. He spoke on “Oil
& Gas – The Four Pillar Approach to Long-Term Planning.”
Mark Van Benschoten (Dublin), who is currently chair of the
executive board for the Ohio Society of CPAs (OSCPA), writes
a column for each issue of the Ohio Society of CPAs monthly
publication, CPA Voice. Mark also presented a session at the
OSCPA Cincinnati Accounting Show.
Joe Popp (Dublin) gave a presentation on “Taxes for Artists:
Band Edition,” at an event sponsored by the Greater Columbus
Arts Council.
Chad Welty (Medina) and Zac Morris (Millersburg) presented at
the Ohio Association of Public Treasurers’ 41st annual conference. Chad provided an GASB 68 update and Zac spoke about
the updates made to A-133. Chad also was a speaker at the
27th Annual Ohio Government Finance Officers Association
Conference & Membership Meeting, where he teamed up with
Chad Gorfido (Medina), and spoke on “Best Practices on Preparing a Schedule of Federal Expenditures.”
Mindee Johnson (New Phila.) and Chad Welty (Medina) will
be presenting at the Ohio County Auditors Association’s Winter Conference. Their presentation will be on the “Preparation
of Comprehensive Annual Financial Reports & Popular Annual
Financial Reports.”
Annie Yoder (New Phila.) gave a “Fraud Update” at The Five
County Ohio Association of School Business Officials (OASBO)
meeting in October.
Tim McDaniel (Dublin) recently published his second book,
Valuing and Selling Your Business: A Quick Guide to Cashing In.
The book is a quick guide that walks business owners through
the essentials of valuing and selling their business.
Nine employees recently graduated from Rea’s NextGen leadership program. The 18-month program immerses participants in
lessons pertaining to the firm’s operations, leadership development and challenging and addressing critical firm-wide issues.
This year’s graduating class included Zac Morris (Millersburg),
Ben Antonelli (Dublin), Annie Yoder (New Phila.), Brian Kempf
(Millersburg), Steve Renner (New Phila.), Steve Roth (New
Phila.), David Shallenberger (Wooster), Matt Pottmeyer
(Marietta) and Dan Bialek (Mentor).
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