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Marc Ruiz has worked in the investment and financial planning field since 1993. He specializes in creating cost effective, conservative growth and income strategies for individuals and small institutions. Marc is a Registered Principal and a Registered Municipal Fund Limited Principal of SII Investments, Inc. As a Registered Principal of SII, he supervises other advisors. Marc holds a BA from Purdue University and currently holds a number of FINRA registrations including the Series 7, 63, 66, 24 and 51. He is also a licensed insurance agent........................Michael T. Barancyk joined what is now Oak Partners, Inc. in 2001 as a Wealth Planner. His primary focus is on building better client relationships through outstanding service and consistent client contact. Mike believes that every client deserves a customized solution to his or her investment and life goals. He always takes a holistic approach when meeting with clients. Mike attended Andrean High School and Purdue University. He then joined the US Navy during the Persian Gulf War. Mike holds FINRA Series 7 & 65 registrations and is also a Licensed Insurance Agent. read more ...
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  • Wealth Advisors

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