Marc graduated Purdue University in West Lafayette in May of 1993 and joined Oak Partners at its founding in December of that year.  He has served clients providing planning and investment management for his entire career...

Clint attended Indiana University Bloomington and graduated in May 2000 with a BS in Finance and Accounting. He then joined national accounting firm Price Waterhouse Cooper later that year where he worked until 2001. He then went to...

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

 Jonathan graduated from Butler University in Indianapolis with a BS in Finance and Marketing. Oak Partners was his first internship of three relating to wealth management before he graduated. He is returned to the firm as an...

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...

Meghan attended Purdue Calumet and later transferred...