Over the past 30 years, Oak Partners has cultivated a strong network of clients largely thanks to its staff’s commitment to strong character and high-quality wealth and retirement planning. The new hires, promotions, and retirements of Oak Partners’ staff have been major markers of Oak Partners’ growth and legacy, propelling it into an even better future.
Celebrate the 30-year history of Oak Partners by viewing this collection of GreatNews.Life’s past spotlights on the staff that made Oak Partners the financial force it is today.
From finance to family ties, Jack DeHaven wishes he had joined Oak Partners sooner
Stephen Kavois: Partner and wealth advisor at Oak Partners, coach
Bridget Shoemaker: Wealth advisor & partner, relationship builder, mom & mountain biker
Oak Partners' Clint Henry takes his relationships with clients from the office to the golf course
An Oak Partners employee spotlight: Jason Urbaniak
Oak Partners employee spotlight: Mike Barancyk
Oak Partners’ Mario Ruiz shares his story, a bit of advice
Jessica Dowell finds ideal culture at Oak Partners
Oak Partners Inc. welcomes new communications coordinator Jessica Wotherspoon
Oak Partners celebrates the life and legacy of Fred Ruiz
Meet Cindy Stewart of the Oak Partners family
Share a smile with Sue Shoemaker of Oak Partners, Inc
Professionals on the move: Michael Hadt and Stephen Kavois added to Oak Partners board of directors
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
