Client Relationship Manager
Cindy joined Oak Partners in 2012 after working several years in the Engineering field, specifically in product development and process management. Her experience in management, business logistics, and customer service made her a...
Wealth Advisor, Partner
Michael R. Hadt started with Oak Partners, Inc. in April of 2010 and became a Partner of the Firm in 2015. He understands each person’s goals are unique and works diligently to fully understand those differences. Mike believes in...
Morgan Ericksen grew up in Dyer, IN keeping busy playing softball and volleyball. After graduating high school she went on to Purdue Northwest. After 4 years, she graduated with a bachelor’s degree in human resource. Immediately...
Joe Starkey is a lifelong resident of Northwest Indiana and graduate of Indiana University. He joined Oak Partners in 2007 and became a Partner of the firm in 2014. He holds FINRA Series 7 and Series 66 registrations along with his Life and Health License.
As an Financial Advisor with Oak Partners, Joe Starkey is a team leader for the Capital Management Group alongside fellow Advisor and Partner, Michael Hadt. The two of them founded the Strategic Investment Group in 2010 and recently merged the team into its’ current form. He is a recent graduate of the Northwest Indiana Leadership Institute.
As an Investment Advisor Representative through SII Investments, Inc., he believes in creating lifelong client relationships based on outstanding service, consistent and clear communication, and a dedication to creating investment portfolios that address the goals of each individual.
Within Oak Partners, Joe is the Vice President of the Board of Directors and is dedicated to the growth and success of the firm. He works hard to create a positive atmosphere for its’ clients and employees by encouraging cooperation and creativity. He hopes that Oak Partners is not only an excellent company to work with, but work for.
Joe is a believer in giving back to the communities that have given him so much. Therefore, outside of Oak Partners he participates in numerous non-profit endeavors. He is active in the Highland, Griffith, Munster, and Valparaiso Chambers of Commerce. He is a board member on non-profit organizations such as the March of Dimes and Mental Health American of Lake County.
Joe is also a husband and proud father of three children in Valparaiso. Spending time with his family is of utmost importance and they enjoy spending time outdoors, golfing, swimming, and attending community events.
Michael R. Hadt started with Oak Partners, Inc. in April of 2010 and became a Partner of the Firm in 2015. He understands each person’s goals are unique and works diligently to fully understand those differences. Mike believes in a specific philosophy: That the relationship you build with your financial advisor should be centered on trust and from that foundation of trust a meaningful and long-lasting relationship will emerge.
Mike is an Investment Advisor Representative through SII Investments, Inc and Co Team leader of the Capital Management Group with Joe Starkey. He holds a Bachelor’s degree in Business from the Kelley School at Indiana University as well as his MBA from Indiana University Northwest. Mike currently maintains securities registrations, Series 7 and 66 as well as Life and Heath License.
Mike has been a lifelong resident of Northwest Indiana and a Graduate from Andrean High School. He currently resides in Schererville with wife, Tracy, and three Children Mikayla, Jaxon and Gavin. Mike enjoys spending time with his family and friends, including attending Notre Dame home football games.
Cindy joined Oak Partners in 2012 after working several years in the Engineering field, specifically in product development and process management. Her experience in management, business logistics, and customer service made her a perfect addition to the team. Each day Cindy provides our clients with exceptional service and a positive experience. She is responsible for managing the resources, systems, and processes needed to provide the highest level of service to each one of our clients and she possesses a positive attitude and a dedication to solving problems for others!
Cindy and her husband of 33 years, Rick, have one daughter and are lifelong residents of Northwest Indiana. Nothing makes her happier than spending free time with family and friends.
Lisa Batchelder grew up in Northwest Indiana and is a graduate of Ball State University. After college, Lisa resided in both Carmel, IN and Naples, FL working in sales management, business development, and recruiting. She returned to the area in 2012 and joined Oak Partners as an Administrative Assistant in May 2013. She was recently promoted to Business Support Specialist for the Capital Management Group and is responsible for the development and execution of many systems and processes that take place behind the scenes.
Lisa currently resides in Lakes of the Four Seasons with her son. On her spare time Lisa enjoys spending time with her friends and family and attending Cubs games during the summertime.