Staff

Diana joined Oak Partners in 2003 after a successful career in banking. Her meticulous attention to detail and ability to manage time and resources in the fast moving investment business became apparent immediately. In 2005 she was...

Crystal attended Purdue University Calumet and graduated in 2005 with a BS in Management. She then joined Educational Publisher, Encyclopedia Britannica in Chicago where she worked as a Marketing Manager until 2010. In 2010, Crystal...

Stephanie Hescher grew up in Crown Point Indiana, she graduated from Purdue University with a bachelor’s degree in retail management. After working in retail for almost 20 years, she decided it was time for a change. She joined...

Cindy joined Oak Partners in 2012 after working several years in the Engineering field, specifically in product development and process management. Her experience in management, business logistics, and customer service made her a...

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,...

Jessica Dowell grew up in Northwest Indiana and is a graduate of Indiana University Northwest, where she received her BA in Communication. After completion of her degree, she pursued roles in Client Relations, HR, Marketing, and Office...

Jessica Wotherspoon is the Client Service Associate for the Principal Management Group who works with clients, prospective clients and...

Morgan Ericksen grew up in Dyer, IN keeping busy playing softball and volleyball. After graduating high school she went on to Purdue Northwest. After 4 years, she graduated with a bachelor’s degree in human resource. Immediately...

Katrina Rinker grew up in Chesterton, Indiana. After getting married August 2020, Katrina and her husband Ryan, moved to Valparaiso with their two children, Rachel and little Ryan. In her spare time, Katrina enjoys sporting events,...

Lacie Le May grew up in Crown Point, IN and received her degree in business management from Eckerd College in St. Petersburg Florida. In her spare time, she enjoys cooking, scuba diving, hiking, and traveling. She also enjoys spending...

Brianna grew up in Winfield, Indiana. Brianna moved to and from Florida while complete her schooling. Brianna is currently attending the University of South Florida to completing her bachelor’s degree while being closer to family...