Broker Check

South Haven Team

Mario A. Ruiz

Partner, Wealth Advisor

mario.ruiz@oakpartners.com

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...

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Jason Urbaniak, AIF®

Partner, Wealth Advisor

jason.urbaniak@oakpartners.com

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...
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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...

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Mike Marshall

Wealth Advisor

m.marshall@oakpartners.com

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

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Delani Weber

Office Manager, South Haven

269-637-0222

269-637-2413

Delani.Weber@lpl.com

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...

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