The Investment Planners Inc. team includes David Bartosiak and Kathy Weaver, Todd Van Hoy as a financial adviser, Jamie Ruyle as a registered assistant and Kari Weaver as an administrative assistant.
ALTON — Investment Planners Inc. has announced David Bartosiak and Kathy Weaver have formed a partnership that will be located in the Alton office of C.J. Schlosser & Company LLC.
“This team has what it takes to exceed client expectations, and we are excited for this partnership and growth,” said David Koshinski, president of Investment Planners Inc. “These advisers have the mindset, background and experience to be the perfect asset to the Riverbend area.”
Bartosiak and Weaver have a wealth of knowledge and experience in tax and accounting services, investments and retirement planning as well as estate planning and insurance. The team will also include Todd Van Hoy as a financial adviser, Jamie Ruyle as a registered assistant and Kari Weaver as an administrative assistant.
Bartosiak graduated from SIUE in 1987 with a BSA in accountancy and went on to pass his CPA exam. He is the director of the Taxation Division at C.J. Schlosser & Co. and has been with the firm since 1987, becoming a partner in 1997. He became registered as a financial adviser in 2007.
“I believe that the combination of our team’s knowledge and experience in accounting, taxation and investment management will provide our clients with a truly unique opportunity for all of their financial needs,” Bartosiak said. “I’m very excited about this new venture.”
Weaver has been in the investment and securities industry since 1996. She became a financial adviser in 2002 and has been growing her business since then. Weaver holds her life, health and accident insurance licenses as well. Prior to joining this team, she had an independent office with Investment Planners in Godfrey.
“Partnering a CPA firm and an investment firm is the perfect combination,” Weaver said. “Our clients will have the advantage of a team of professionals on their side working toward their goals. I’m looking forward to working with David and his team as we grow our partnership.”
The office will have a ribbon cutting at 4 p.m. Wednesday, Oct. 14, at 233 E. Center Drive in Alton. The public is invited.