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...

Morgan Ippolito joined Oak Partners in February of 2021 after graduating from Purdue Northwest with a bachelor’s degree ...

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

Hannah grew up in northwest Indiana and spent her time in high school active in Boone Grove’s theatre club, choir, and Video Production class at the Porter County Career Center. She continued her education at IUPUI and graduated...

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...

Diana Soria started with Oak Partners, Inc in February of 2024 after working several years in the dental field. She has experience in personal training. Diana also completed a program in cardiac sonography. Diana and her husband,...

Meghan attended Purdue Calumet and later transferred...

Caitlin was born and raised in Goshen, Indiana. She attended Indiana University Northwest where she played volleyball and graduated with a Bachelor of the Arts in English. She finds joy in the arts and is especially fond of reading,...

Brittany grew up in NWI. She attended Bishop Noll High School where she played volleyball. She then went on to Purdue University where she graduated with a bachelor...

Will grew up in Northwest Indiana and graduated from Purdue University in 2025 with Bachelor’s degrees in Financial Analysis and Aviation Management. He joined Oak in 2026 with the goal of continuing the legacy of Oak Partner’s as a...