Broker Check

The Wealth Management Group

Mario A. Ruiz

Partner, Wealth Advisor

mario.ruiz@oakpartners.com

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...

Read more

Jason Urbaniak, AIF®

Partner, Wealth Advisor

jason.urbaniak@oakpartners.com

Jason W. Urbaniak is a managing partner and Wealth Advisor at Oak Partners, a comprehensive wealth management firm. Jason is one of the founders of the Wealth Management Group and remains as a team leader with the Wealth Management...
Read more

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...

Read more

Ean Johnston

Client Service Associate

ean.johnston@oakpartners.com

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...

Read more

Aimee Cooper

Client Relationship Manager

aimee.cooper@oakpartners.com

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,...

Read more

Lacie Le May

Client Service Specialist

lacie.lemay@oakpartners.com

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...

Read more

Have a Question?

Thank you!
Oops!