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Invest In Others

Congratulations to Stephen Plain! 2018 Lifetime Achievement Award Finalist

Client Centered


Creating a positive change

Middletown/Goshen, New York-September 27, 2018—Stephen Plain, based in Goshen, NY, was named as a finalist for the Lifetime Achievement Award by Invest in Others Charitable Foundation for his work in the community. Invest in Others provides a platform to increase awareness, visibility and funding to non-profit organizations.

Steve has volunteered thousands of hours to the Town of Wallkill Boys & Girls Club, in addition to serving as the board chair, providing fiscal oversight and strategic planning guidance. “Improving the lives of others is why I became a financial advisor in the first place,” Steve said. “And now I get to positively impact people in my community as well. Helping others is such an important part of being a global citizen — it’s my opportunity give back.”

“On a personal level, I care deeply about the charitable work our advisors do,” said Bob Oros, Former CEO of HD Vest. “So many in the HD Vest family donate their time and resources to the causes that matter most to them. There is tremendous need in our own backyards and all across the globe, and I am proud of the HD Vest family for stepping-up to give back.” (HD Vest Financial Services, acquired by Blucora and has become Avantax Wealth ManagementSM )

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