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Meet The Team

The Capital Management Group

The Capital Management Group

Mike Hadt, Jeff Hadt, Cindy Stewart, & Morgan Ericksen

Meet the Team
<a href="https://www.oakpartners.com/p/pmg">The Principal Management Group</a>

The Principal Management Group

Jessica Dowell, Bridget Shoemaker, F. Marc Ruiz,

 Clint Henry, Jessica Wotherspoon

Meet the Team
<a href="https://www.oakpartners.com/p/cmg"></a> <a href="https://www.oakpartners.com/p/the-retirement-asset-management-group">Retirement Asset Management Group</a>

Retirement Asset Management Group

Jack DeHaven, Sue Shoemaker, Mike Barancyk, & Hannah Christy

Meet the Team
<a href="https://www.oakpartners.com/p/wmg">The Wealth Management Group</a>

The Wealth Management Group

Aimee Cooper, Mario A. Ruiz, Jason Urbaniak,

Stephen P. Kavois, Lacie Le May, & Ean Johnston

Meet the Team
<a href="https://www.oakpartners.com/p/the-asset-management-group">The Asset Management Group</a>

The Asset Management Group

Adam K. Sipes

<a href="https://www.oakpartners.com/team/marissa-delgado" data-mce-href="https://www.oakpartners.com/team/marissa-delgado">Stephanie Hescher</a> &#38; <a href="https://www.oakpartners.com/team/stacey-fargo" data-mce-href="https://www.oakpartners.com/team/stacey-fargo">Stacey Fargo</a>

Stephanie Hescher & Stacey Fargo

Stephanie Hescher & Stacey Fargo


MEET THE TEAM


<a href="https://www.oakpartners.com/p/auburn">Auburn Team</a>

Auburn Team

Andy Smith, Mark VandeVelde, Tina Blomeke Payton Rhodes Yarian & Nick Scheumann

<a href="https://www.oakpartners.com/south-haven-team">South Haven Office</a>

South Haven Office

Jason Urbaniak, Mario A. Ruiz, Mike Marshall & Stephen P. Kavois

<a href="https://www.oakpartners.com/p/independent-associates">Independent Associates</a>

Independent Associates

Shane Crist

Our Managers

Our Managers

Diana Remboski & Crystal DeHaven

The Capital Management Group

Cindy Stewart

Cindy Stewart

Client Relationship Manager

Michael Hadt

Michael R. Hadt AIF®

Wealth Advisor, Partner

Jeff Hadt

Jeff Hadt

Wealth Advisor

Morgan Ericksen

Morgan Ericksen

Executive Assistant

The Principal Management Group

Bridget Shoemaker

Bridget Shoemaker

Wealth Advisor, Partner

Clint Henry

Clint Henry

Wealth Advisor, Partner

Marc Ruiz

F. Marc Ruiz

Team Leader, Partner

Jessica Wotherspoon

Jessica Wotherspoon

Executive Assistant

Jessica Dowell

Jessica Dowell

Client Support Specialist

Katrina Rinker

Katrina Rinker

Executive Assistant

The Retirement Asset Management Group

Mike Barancyk

Mike Barancyk AIF®

Partner, Wealth Advisor

Sue Shoemaker

Sue Shoemaker

Client Support Specialist

Hannah Christy

Hannah Christy

Executive Assistant

Jack DeHaven

Jack DeHaven

Wealth Advisor

The Wealth Management Group

Jason Urbaniak

Jason Urbaniak, AIF®

Partner, Wealth Advisor

Mario Ruiz

Mario A. Ruiz

Partner, Wealth Advisor

Stephen Kavois

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

Aimee Cooper

Aimee Cooper

Client Support Specialist

Ean Johnston

Ean Johnston

Client Service Associate

Lacie Le May

Lacie Le May

Executive Assistant

The Asset Management Group

Adam Sipes

Adam K. Sipes

Wealth Advisor

Stacey Fargo

Stacey Fargo

Stacey Fargo

Wealth Advisor

Stephanie Hescher

Stephanie Hescher

LPL Registered Administrative Associate

Independent Associates

Shane Crist

Shane Crist

Independent Associate

(888)329-1449

513-233-3301

Auburn Office

Andy Smith

Andy Smith

Wealth Advisor

260-570-3983

Mark VandeVelde

Mark VandeVelde, CFP®, AIF®

Wealth Advisor

Nick Scheumann

Nick Scheumann

Wealth Advisor

Tina Blomeke

Tina Blomeke

Office Manager

Payton Rhodes Yarian

Payton Rhodes Yarian

Director of Business Development

South Haven Team

Delani Weber

Delani Weber

Office Manager, South Haven

269-637-0222

269-637-2413

Mike Marshall

Mike Marshall

Wealth Advisor

Stephen Kavois

Stephen P. Kavois, CFP®

Partner, Wealth Advisor

Jason Urbaniak

Jason Urbaniak, AIF®

Partner, Wealth Advisor

Mario Ruiz

Mario A. Ruiz

Partner, Wealth Advisor

Managers

Crystal DeHaven

Crystal DeHaven

Director of Client Experience

Diana Remboski

Diana Remboski

Operations Manager

Staff

Stephanie Hescher

Stephanie Hescher

LPL Registered Administrative Associate

Brianna Boillot

Brianna Boillot

Assistant Communications Coordinator

Hannah Christy

Hannah Christy

Executive Assistant

Katrina Rinker

Katrina Rinker

Executive Assistant

Lacie Le May

Lacie Le May

Executive Assistant

Morgan Ericksen

Morgan Ericksen

Executive Assistant