Jessica Dowell finds ideal culture at Oak Partners

Jessica Dowell finds ideal culture at Oak Partners

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 Management. She joined the Oak Partners team as an Executive Assistant in May of 2018.

Jessica currently resides in Valparaiso with her husband Erik and their daughter Olive. After spending time home with Olive Jessica returned to the workforce. “I found out about the opening at Oak Partners through a friend, and I had heard all about them enough to know how reputable they were. So, I decided to apply and got the job!” She hired in as executive assistant, and in addition to being assigned service team leader, she now manages operations at the Oak Partners Valparaiso Office.

As with any businesses involving finance, building trust is central to Oak Partners’ mission. The team looks to create a warm and welcoming environment where both clients and employees can build close relationships and feel secure. That culture helped Dowell fit right in and remains her favorite part of the job.

“No matter what you do here at Oak Partners, you can tell that everyone’s number one priority is the white-glove service they provide,” she said. “I find it really rewarding when I can make a positive impact in someone’s day, regardless of what I’m tasked with. When I can turn it around and rectify an issue to let a client walk away completely satisfied, I know I’ve done my job.”

Dowell wore many hats in the past, working in different office environments and industries before settling at Oak Partners. That experience made juggling her current roles much easier, as she handles a wide variety of tasks. As the main point of contact for clients, she knows that every day will be different, but the experience she gained on her first day on the job continues to help guide her through the challenges.

“When I first walked through the door, the welcome I received was so great,” Dowell recalled. “I was able to witness how Oak Partners treats their clients right when they walk in and visit the reception desk. It’s about treating them like guests in their own home, as if they were family. That’s what I try to do in my role. I take it very seriously and have a lot of pride in it.”

Finding a job that makes you happy and leaves a positive impact on others is hard, so Dowell is excited to have done just that.

“I truly do feel like I’ve found my permanent work home and family here at Oak Partners,” she said. “I enjoy waking up every morning and coming here. I’m grateful and proud to be a part of the team. It’s like I scored the jackpot.”

To learn more about Oak Partners, visit them at www.oakpartners.com.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.