Local financial advisor advances in national firm

Matamoras — Conrad “Ron” Schock III, a tax and financial services professional in Matamoras was recently promoted into the “Premium Service Gold Club” of H.D. Veet Financial Services. H.D. Vest is one of the oldest and largest independent financial services firms specializing in training and supporting tax professionals. The H.D. Vest Premium Service Gold Club is reserved for advisors in the top 10% of the 5,500 advisors affiliated with H.D. Veet By attaining Premium Service Gold Club status, Ron has access to a specialized premium support group at the company. The premium support group helps advisors in this top tier focus on more advanced wealth management and estate planning strategies. Premium Service Gold Club members are also invited to attend a specialized training in 2008, H.D. Veet Elite Academy. ‘The goal of segmenting advisors into the Premium Service Gold Club is to provide the appropriate level of service for their practice. H.D. Vest is fortunate to have tax professionals in many different stages of their financial services business ... we have tiered our support to best match the needs of the advisor and his or her clients,” said Roger Ochs, H.D. Vest president. Ron has been an advisor with H.D. Vest since 2003. He has a BS degree in accounting and has worked 31 years in The Public Accounting/Taxation Industry at the office of Edward J. Schafer.