F. Marc Ruiz
Team Leader, Partner
Marc graduated Purdue University West Lafayette in 1993 with a focus in Marketing and minor in Economics. He then joined the firm now known as H&R Block at their Chicago office and remained there until late 1993. Oak Partners was formed in 1993 and Marc joined immediately as an Associate Financial Advisor. Marc’s career experience has come to focus on client income and distribution strategies working to engineer the basis for our firm’s foundation cash flow based investment strategy. The strategy was born out of the bear market of 2000-2002.
He currently maintains six different securities registrations held through LPL Financial: Series 63, 65, 7, 24, 51 and 4. These registrations qualify him to work as an investment advisor representative of LPL Financial as well as qualify him to supervise investment professionals, accounts, and strategies with additional qualification in municipal securities and equity and index options. Marc currently adds his insight with his Your Mind On Money article published Fridays in the business section of the Hammond Times.
Marc lives in the Boone Grove area of Porter County with his wife, Tracy, and their 4 children. His out of the office interests are basketball, ATV riding, and back-country wilderness travel.