The Wealth Management Group
Mario A. Ruiz
Partner, Wealth Advisor
Mario A. Ruiz joined Oak Partners, Inc. shortly after graduating from Purdue University in 1996. He was instrumental in helping the other founders (Fred and Marc) grow it from the ground floor. Mario grew up in Northwest Indiana and...
Jason Urbaniak, AIF®
Partner, Wealth Advisor
jason.urbaniak@oakpartners.com
Stephen P. Kavois, CFP®
Partner, Wealth Advisor
stephen.kavois@oakpartners.com
Steve grew up in Northwest Indiana where he attended Merrillville High School. He graduated in 2002 from Purdue University with a Bachelor’s degree in Management. Steve held a management position with a successful retail company...
Ean Johnston
Client Service Associate
Ean Johnston received his Bachelor's degree in Informatics from Indiana University in Spring of 2021. Additionally, he graduated with a Business Foundations certification and minors in Business, Business Management and Entrepreneurship...
Aimee Cooper
Client Relationship Manager
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,...
Lacie Le May
Client Service Specialist
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...
Brock Naaman
Wealth Advisor
Brock grew up in Central Indiana where he attended Plainfield High School. He graduated in 2018 from Indiana University with a Bachelor’s degree in Finance...