South Haven Team
Mario A. Ruiz
Partner, Wealth Advisor
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...
Jason Urbaniak, AIF®
Partner, Wealth Advisor
jason.urbaniak@oakpartners.com
Stephen P. Kavois, CFP®
Partner, Wealth Advisor
stephen.kavois@oakpartners.com
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...
Mike Marshall
Wealth Advisor
Mike attended Western Michigan University and graduated in 2008 with a BS in Management. He began his career working...
Delani Weber
Office Manager, South Haven
269-637-2413
Dani has worked at the South Haven office for over 30 years. She overseas the administration of the office, provides clients outstanding service, processes business and follows through on all of the details of our business. She is a...