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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



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



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


Steve Warren has experience in the Insurance and Financial Industry for over 30 years. He has the ability to manage your families financial, healthcare and long term care needs in the Darke, Auglaize, Mercer, Miami, Preble and Shelby...

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Eddie Stambaugh


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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