Vince Catania, CPA, PFS
Vince is an accounting graduate of Indiana University Northwest and also attained his MBA with a specialization in finance from DePaul University in Chicago. He holds his CPA license and is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society. After spending over 25 years in various accounting, finance and managerial positions at Inland (ArcelorMittal) Steel, he founded and managed a tax and accounting practice which he sold several years ago.
While managing his accounting office, Vince obtained his FINRA Series 7 & 66 security registrations, as well as his life & health insurance license. Vince also holds the additional designation of PFS, Personal Financial Specialist, through the AICPA.
As a business owner, Vince had membership in the Chamber of Commerce of Highland, Schererville and Griffith, serving several years as the president of the Highland Chamber. He currently serves on the Board of Directors of a church organization, The Synod of Lincoln Trails and had previously served on the Board of Directors of the Lake Area United Way, acting as its Finance Chairman. He has been a member of the finance committee of the United Way for over 15 years.
Vince and his wife Debbie have lived in the Schererville area for 25 years. Vince enjoys camping, hiking, golfing, bowling and is a lifelong avid Chicago Bears fan.
Phone: (513) 233-3300
Fax: (513) 233-3301
Shane Crist grew up in northeast Indiana and graduated from East Noble High School. He earned a Bachelor’s degree in Finance from Ball State University in 1993. After working for an investment company in Indianapolis for 10 years, Shane decided to become an independent representative in order to provide greater opportunities and services to his clients. He joined Oak Partners in the fall of 2005 and relocated to Cincinnati to open a new branch office.
Shane is focused on providing diversified investment portfolios for his clients to help them reach their individual financial goals. He looks to maintain long lasting relationships with his clients by providing exceptional service and investment guidance. Currently, Shane holds FINRA series 7, 63, and 66 registrations with SII Investments, Inc. and he is also a licensed insurance agent.
Shane lives in Clermont County with his wife, Maila, and their 3 young children. When not working, he enjoys traveling, golfing, skiing, and spending time with his family.