Joseph G. Starkey, AIF®
Wealth Advisor, Partner
Joe Starkey has been a Wealth Advisor with Oak Partners since 2007 and a Partner of the firm since 2014. He holds his FINRA Series 7 and Series 66 licenses through LPL Financial and also holds a Life & Health Insurance license. Additionally, he holds an AIF® certification which stands for Accredited Investment Fiduciary.
Joe Starkey is a lifelong resident of Northwest Indiana and graduated from Indiana University before joining Oak Partners. As an Investment Advisor Representative through LPL Financial, and the co-team leader of the Capital Management group alongside Michael Hadt, he believes that a cooperative, team effort is necessary when managing a client’s assets. He believes in relationships rather than transactions. His team works hard to earn their clients’ confidence and trust by delivering top notch service, consistent and clear communication, and a dedication to the creation of investment portfolios that address the goals and long-term objectives of each individual.
Within Oak Partners, Joe resides on the Board of Directors and is dedicated to the growth and long-term success of the firm and its employees. He works hard to create a positive atmosphere for its clients and employees by encouraging cooperation and creativity. He hopes that Oak Partners is not only an excellent company to work with, but work for.
Joe Starkey is also a husband and proud father of three children and lives in Valparaiso. Spending time with his family is of utmost importance and they enjoy spending time outdoors, golfing, swimming, competing in team sports, and attending community events. He is a supporter of Catholic education and supports numerous local charities.