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 a second generation financial advisor and a managing partner at Oak Partners, Inc. Mario is one of the founders of the Wealth Management Group and remains as a team leader with the Wealth Management Group.
Mario is an Investment Advisor Representative of SII, an independent broker/dealer. Mario has been recognized by SII since 2003 with an invitation to their annual National Conference for their top advisors based on overall production.
Mario holds registrations as a General Securities Representative, Life & Health Insurance Licensed. He has obtained security registrations Series 7(General Securities), Series 63 (State Law) and Series 65 (Investment Advisory). He specializes in helping individuals prepare for their financial goals, mainly retirement, by introducing them to the appropriate investment concepts and strategies. He enjoys working in the Financial Planning Industry and believes that educating his clients and helping them make sense of the complicated world of investing. He looks forward to a long career of establishing and nurturing relationships of mutual trust and respect with his clientele.
Mario lives in Valparaiso and enjoys spending time with family, boating, bicycling and playing and coaching basketball
Jason W. Urbaniak is a managing partner and Wealth Advisor at Oak Partners, a comprehensive wealth management firm. Jason is one of the founders of the Wealth Management Group and remains as a team leader with the Wealth Management Group.
Jason joined Oak Partners in 2002, shortly after attending Purdue University and working as a recruiter for the firms Paine Weber and Smith Barney. He was instrumental in helping the other founders grow Oak Partners from the ground floor by helping add such firm innovations as the “team” model, building a new corporate office and re-defining the firms portfolio theories. Jason grew up in Northwest Indiana and attended Andrean High School.
Jason is an Investment Advisor Representative of SII, an independent broker/dealer. Jason has been recognized by SII since 2004 as a top national advisor based on overall production.
Jason holds registrations in General Securities(series 7), State Law (series 63/66), and Life & Health Insurance Licensed. He specializes in helping individuals prepare for their financial goals, mainly retirement, by introducing them to the appropriate investment concepts and strategies. He enjoys working in the Financial Planning Industry and believes in educating his clients and helping them make sense of the complicated world of investing. He looks forward to a long career of establishing and nurturing relationships of mutual trust and respect with his clientele. His passion is working on developing client portfolios with transparency in cost and performance.
Jason lives in Valparaiso and enjoys spending time with family, offering his time to many local boards and charities and coaching youth sports.
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 by the Wealth Management Group in early 2005. Steve currently holds FINRA Series 7 and 66 registrations with SII Investments, Inc and his Life and Health Insurance licenses. Steve earned his CERTIFIED FINANCIAL PLANNER™ designation in December of 2013. His focus is on building lifelong client relationships based on outstanding service and support as well as individually tailored investment portfolios. Steve specializes in portfolio analysis, design, implementation, and management.
Steve enjoys spending time with his wife, Marissa, triplets Graham, Reed, and Flynn, and bulldog Wilson. In his spare time (when he has any) he enjoys skiing, golfing, water sports, and other outdoor activities.
Aimee Cooper
Business Support Specialist
Aimee joined Oak Partners, Inc. in 2010 as an executive assistant. After excelling in that position Aimee was promoted to work directly with the Wealth Management Group as a Business Support Specialist in 2013. In her current role, Aimee has a high level of interaction with clients. She provides Oak Partners, Inc. clients with exceptional service and oversees the administrative side of the business. Aimee makes our clients’ needs her top priority and has proved to be a great asset for the Wealth Management Group.
Aimee currently resides in Cedar Lake with her husband Daniel. In her free time she enjoys event planning, decorating, baking, and is a trained, music vocalist.
