On Wednesday, Oak Partners, Inc continued to build their presence in Valparaiso by inviting clients and their families to the new Central Park Plaza Ice Rink in downtown Valparaiso for an evening of skating. Oak Partners expected around 160 clients and family members to attend the event for which they rented out the facility and ice rink for the entire evening.
“We have so many clients, family, and friends here tonight,” said Oak Partners Director of Client Experience, Crystal DeHaven. “We really invited everyone and we even branched out into our networks. Many of our partners live in Valparaiso and many of them are involved with organizations here and we just wanted everyone to come out and enjoy themselves.”
“It’s a good opportunity for us to our meet our clients’ children and even grand-children in some cases,” added DeHaven. “We spend a lot of time learning our clients’ goals and objectives and in so many cases we talk about their family so tonight we get to meet many of those people we hear so much about”.
Having recently relocated there Valparaiso location, Oak Partners is becoming much more embedded in the community and events like these help to grow that presence.
Oak Partners’ Marc Ruiz was excited to have so many clients out to have a great time at Valparaiso’s beautiful Central Park Plaza Ice Rink.
“It’s a great way to get everyone together, bring their kids and grandkids out, and have some fun,” said Ruiz. “We’re really excited about our new location in Valparaiso and this is obviously a beautiful place so we definitely want to take advantage of it.”
“We’ve got a lot of growth happening in Porter County and most of our clients come from referrals so we always want to engage the community,” Ruiz added. “Engaging the firm is what it’s all about.”
Oak Partners holds many client-centered events throughout the year. This was their first opportunity to take advantage of the new skating rink in downtown Valparaiso.
“This is a new event for us,” said Mike Barancyk from Oak Partners. “We love to reach out and connect with our clients and their families as often as we can. We were really looking forward to tonight though. It’s always great seeing our clients but, especially tonight, we get to enjoy this great new skating rink downtown at the same time.”
Securities and Advisory Services offered through SII Investments Inc., Member FINRA, SIPC a Registered Investment Advisor. Oak Partners, Inc. and SII Investments are separate and unrelated Companies.