The Wealth Management Group

Mario A. Ruiz, Partner

Investment Advisor Representative of SII, Wealth Management Group

Mario A. Ruiz joined Oak Partners, Inc. shortly after graduating from Purdue University in 1996.  He was instrumental in helping the other founders (Fred and Marc) grow it from the ground floor.  Mario grew up in Northwest Indiana and attended Andrean High School.

Mario is an Investment Advisor Representative of SII, General Securities Representative, Life & Health Insurance Licensed.  He has obtained security registrations Series 7, Series 63 and Series 65.  He specializes in helping individuals prepare for their investment goals, mainly retirement, by introducing them to the appropriate investment concepts and strategies.

Mario enjoys working in the Financial Planning Industry and looks forward to a long career of establishing & nurturing relationships of mutual trust and respect with his clientele. 

During his free time Mario keeps busy spending time with family, boating, ATVing, bicycling and playing and coaching basketball.

Jason W. Urbaniak, Partner

Investment Advisor Representative of SII, Wealth Management Group

Jason joined Oak Partners, Inc. in 2001 as a Financial Planner. His primary goal is to build quality portfolios for his clients that provide an income stream and offer creative hedges to protect principle. Jason believes that each client can moves forward by building fundamental portfolios and not necessarily adding more risk. Jason was instrumental in the forming of the current team structure at Oak Partners and co-founded the Wealth Management Group for which he currently helps manage.

Jason, like most of the firm, attended Andrean High School and Purdue University. He then was hired by an international recruiting firm and specialized in the recruitment of stockbrokers for firms such as Smith Barney and UBS. After a lifetime of friendship with the founders of Oak Partners, Jason made the move there and became a partner himself in January of 2006.

Jason holds FINRA Series 7, 63 & 66 registrations and is also a Licensed Insurance Agent. He lives in Valparaiso with his wife Kara and their three children, Kayla, Camryn and Elle. He enjoys being active and everything Notre Dame football.

Stephen P. Kavois, Associate

Investment Advisor Representative of SII, Wealth Management Group

Steve grew up in Northwest Indiana where he attended Merrillville High School. He graduated in 2002 from Purdue University with a Bachelor’s degree in Management.

Steve held a management position with a successful retail company for two years before being recruited to Oak Partners, Inc. in 2005. He now works on the Wealth Management Group alongside Mario Ruiz and Jason Urbaniak.

Steve currently holds FINRA Series 7 and 66 registrations with SII Investments, Inc and holds Life and Health Insurance licenses. His focus is on building lifelong client relationships based on outstanding service and support as well as individually tailored retirement plans.

Steve currently resides in Valparaiso with his fiancée, Marissa, and bulldog Wilson, and in his spare time enjoys skiing, golfing, water sports, and other outdoor activities.