South Haven Office

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...

Mike attended Western Michigan University and graduated in 2008 with a BS in Management. He began his career working...

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...

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 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...