Broker Check

Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Isaac C. Shepherd*

Managing Partner

937-336-5065

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...

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Wes Koch*

Managing Director

765-212-4243

765-305-1124

wes.koch@oasecurities.com

Wes Koch is the Managing Director and Associate General Agent of HeritagePoint Financial Group. Wes is a 2003 graduate of Winchester Community High School and a 2007 graduate with honors of Reinhardt University in Waleska, Georgia...

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R. Steve Warren

Associate

swarren1@woh.rr.com

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...

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Eddie Stambaugh

Broker

estambaugh@rocketmail.com

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...

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Brian Hayes*

Registered Representative

937-434-9688

937-434-9923

bhayes@complangroup.com

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...

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Chris Schoen

Associate

567-510-8888

ccschoen@bright.net

Chris Schoen from Fort Recovery, OH has worked in the financial services varying from banking, lending, and insurance dating back 27 years.He enjoys working in rural counties along the Ohio and Indiana border focusing on health...
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Donna Hill*

Registered Representative

740-255-4034

donna.hill@oasecurities.com

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...

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Jenn Thein*

Registered Representative

937-264-4000 x16

937-264-3675

jennthein@theinfinancial.com

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....

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Mike Thein*

Registered Representative

937-264-4000 x13

937-264-3675

mikethein@theinfinancial.com

Having known what he wanted to do since childhood, Mike entered his family’s financial planning business in Dayton, Ohio in 1988 after graduating from Bowling Green. Driven by serving his community, Mike has been involved in...
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Tammy Garrison*

Registered Representative

937-770-1007

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...

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Troy Rhoads*

Registered Representative

937-770-1007

troy.rhoads@oasecurities.com

Right out of college Troy held a job at Met Life for 7 years before launching his career as a broker.  During his time there he knew he wanted to come back to the town he was born and raised in, to be a pillar in the community...
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