How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Isaac C. Shepherd*
Managing Partner
937-336-5653
isaac.shepherd@oasecurities.com
Isaac Shepherd is managing partner and the general agent of HeritagePoint Financial Group, a general agency with the companies of OneAmerica®. As managing partner and owner, Isaac is responsible for the recruitment, development and...
R. Steve Warren
Associate
Steve Warren has experience in the Insurance and Financial Industry for nearly 40 years. He can help guide your family’s financial, healthcare and long-term care needs in the Darke, Auglaize, Mercer, Miami, Preble and Shelby...
Eddie Stambaugh
Broker
Ernest (Eddie) Stambaugh is a career agent that has been in the insurance field since 2012. Before insurance, Eddie spent over 25 years as a small business owner /operations manager in the Industrial Recovery field and has also held a...
Brian Hayes*
Registered Representative
937-434-9923
Brian K. Hayes has been affiliated with Comprehensive Planning Group for over 20 years. He has an extensive knowledge of the insurance and financial services industry spanning over 40 years. He is a licensed Life and Health Insurance...
Chris Schoen
Associate
Donna Hill*
Registered Representative
Donna Hill embarked on the insurance industry in Reno, NV administrating group health and worker’s compensation insurance for a large casino. In 1998 she began a 25 year career as a Registered Representative with Ozark National...
Jenn Thein*
Registered Representative
937-264-3675
Jenn joined her family’s financial services business in 2017, 1 year before graduating from Kent State University. She enjoys spending time at home with her spouse and cat, cooking, and reading anything she can get her hands on....
Mike Thein*
Registered Representative
937-264-3675
Tammy Garrison*
Registered Representative
937-867-0143
tammy.garrison@oasecurities.com
Originally from Brookville, Ohio Tammy is an alumnus of Brookville High School then of Ashford University. Tammy has been a part of the financial services industry for nearly 30 years. Working with various firms she is now a registered...
Troy Rhoads*
Registered Representative