DEDICATION TO CLIENTS AND THE COMMUNITY LEADS TO STRONG GROWTH AND AWARDS FOR AUBURN INVESTMENT FIRM The name Oak Partners means more than meets the cye. On one level, it describes the relationship of four financial professionals who work together in an award-winning Auburn imvestment firm. More importantly, it describes the relationship between the firm and its clients. "We truly want to partner with poople, and fel is best for our dients that'i what drew to be able to ask questions of people who Ithink thats what people really are looking all three of us to be whese we are nove Semith have juad gone through what they're getting ready to go through VandeVielde said. " Kevin Mclntire partnered with the Auburn means so much more to a dient, coming their successes sakd Mark VandeVelde, one group in February 200 to oller Medicare and from somebody who has actually done it health insurance sokuticns to the community "The events we've had with the Retirement and Ok Partnen clients. Kevin oflers these Club have been well received" Smith said for - somebody to truly partner with them. said not just tell them what to do, but to celebrate of the four members ofOak Partaers. "We want to help poople get on the right track" he added. "Ts just lotening and getting services through HealthMarkets to know prople and whats important to them, and then helping thems to create a plan Partners begins wih an introductory meeting they felt lke that was something that added - one that they're comfortable with and that about the persons goals. helps them purue their goalk" Oak Partners of Aubum began in ecarly 2015 when founders Nick Scheumann and lerancel What experiences have you had VandeVelde discvered their shared gal of putting clients first. They affilated with Ouk Partners, a community of independent advisers based in Crown int with six locations in Indiana because we know comfort is an important Chio, and Michigan. When welcoming a new client. Cuk Although the Retiement Club is on a temporary pause this year, "h will be back. value to their lives Scheumann said about "What's important to you? What are you looking to accomplisht Whats your risk dients All in the same stage of lde, with children in local schools, the Oak Partners adviisen are invested in the Dekalb County community in the past All of that helps us to develop a financial plan" Vande Velde said. "It truly is dictated by the dient. Whatever we can do to help them be comfortable. "We ike to benefit the community in the ways that we can, through our pifis and our talents" Scheumann said key to financial success" Scheumann said. Their approach has been rewarded with double-digit growthevery year. The firm that we squeene everybody inta. We can fully now provides guidance to over S7 million in call on so e for clients Vandevekde said customize anything that we do to what's best dient assets, a number that has tripled in the "We fek i was important to join an eisting "We dont have a cookie-cutter program structure so that we have resources e can "Weve got some really seasoned, fantastie financial advisers that we can lean on" for that dient Smith said. past Sour years "We have no minimum dient sine, and that's intentional, because we believe if somebodyis serious about their financial The firmis succes has been recognied two years in a row by the Peoples Choice Award for Top Financial Advisce in Dekalb County from KPC Media Grup and by being a finalist in 2020 for Small Basiness of the Year Oak Partners offered exactly what the Auburn advisers were seeking "We wanted that independence, but at the oals, we want to help them, Vandevelde same time, to have the resources have the ded pport" VandeVelde said. With Oak Partners, "We can all do what we cients with events sach as Ouksoberfot a We buit it on honor, humilty and feel is best for our dlients without any kind of cookout on the firmis badk patio, and a movie honesty, Scheumann said about Ouk mandate coming from above" Vande Velde day at a local theater for cdlients and their said. "That gives es a ton of flesibilty to be families. able bo offer whatever we feel is best Ouk Partners creates a community of its by the Dekab Chanber Partnenship Partners. "We want to be caal, approachable and genuine" Vande Velde said. "We want to make a difference, and I think that comes through" The firm developed a unique feature, the Andy Smith joined Oak Partners of Auburm Oak Partners Retirement Clah, for dlients in July 2018, bringing moe than a decade of who are appeoaching retirement to socialine experience in the financial industry and an with recent and seasoned retirees. ppreciation for the firmis philosophy. Searities ofered tlough LPL. Fisancial Rogisterad Ivestment Atriser, Menelver "The idea is to help the people who are pecaching retirenent to feel comfortable, "The independence for us to do what we FINRASIPC 25OAK 1710 N Main St. Suite B. Auburn, IN 46706 Monday - Thursday 9AM-5PM Friday 9AM-4PM Saturday & Sunday Closed PARTNERS INC. YEARS OAK TNERS ING DEDICATION TO CLIENTS AND THE COMMUNITY LEADS TO STRONG GROWTH AND AWARDS FOR AUBURN INVESTMENT FIRM The name Oak Partners means more than meets the cye. On one level, it describes the relationship of four financial professionals who work together in an award-winning Auburn imvestment firm. More importantly, it describes the relationship between the firm and its clients. "We truly want to partner with poople, and fel is best for our dients that'i what drew to be able to ask questions of people who Ithink thats what people really are looking all three of us to be whese we are nove Semith have juad gone through what they're getting ready to go through VandeVielde said. " Kevin Mclntire partnered with the Auburn means so much more to a dient, coming their successes sakd Mark VandeVelde, one group in February 200 to oller Medicare and from somebody who has actually done it health insurance sokuticns to the community "The events we've had with the Retirement and Ok Partnen clients. Kevin oflers these Club have been well received" Smith said for - somebody to truly partner with them. said not just tell them what to do, but to celebrate of the four members ofOak Partaers. "We want to help poople get on the right track" he added. "Ts just lotening and getting services through HealthMarkets to know prople and whats important to them, and then helping thems to create a plan Partners begins wih an introductory meeting they felt lke that was something that added - one that they're comfortable with and that about the persons goals. helps them purue their goalk" Oak Partners of Aubum began in ecarly 2015 when founders Nick Scheumann and lerancel What experiences have you had VandeVelde discvered their shared gal of putting clients first. They affilated with Ouk Partners, a community of independent advisers based in Crown int with six locations in Indiana because we know comfort is an important Chio, and Michigan. When welcoming a new client. Cuk Although the Retiement Club is on a temporary pause this year, "h will be back. value to their lives Scheumann said about "What's important to you? What are you looking to accomplisht Whats your risk dients All in the same stage of lde, with children in local schools, the Oak Partners adviisen are invested in the Dekalb County community in the past All of that helps us to develop a financial plan" Vande Velde said. "It truly is dictated by the dient. Whatever we can do to help them be comfortable. "We ike to benefit the community in the ways that we can, through our pifis and our talents" Scheumann said key to financial success" Scheumann said. Their approach has been rewarded with double-digit growthevery year. The firm that we squeene everybody inta. We can fully now provides guidance to over S7 million in call on so e for clients Vandevekde said customize anything that we do to what's best dient assets, a number that has tripled in the "We fek i was important to join an eisting "We dont have a cookie-cutter program structure so that we have resources e can "Weve got some really seasoned, fantastie financial advisers that we can lean on" for that dient Smith said. past Sour years "We have no minimum dient sine, and that's intentional, because we believe if somebodyis serious about their financial The firmis succes has been recognied two years in a row by the Peoples Choice Award for Top Financial Advisce in Dekalb County from KPC Media Grup and by being a finalist in 2020 for Small Basiness of the Year Oak Partners offered exactly what the Auburn advisers were seeking "We wanted that independence, but at the oals, we want to help them, Vandevelde same time, to have the resources have the ded pport" VandeVelde said. With Oak Partners, "We can all do what we cients with events sach as Ouksoberfot a We buit it on honor, humilty and feel is best for our dlients without any kind of cookout on the firmis badk patio, and a movie honesty, Scheumann said about Ouk mandate coming from above" Vande Velde day at a local theater for cdlients and their said. "That gives es a ton of flesibilty to be families. able bo offer whatever we feel is best Ouk Partners creates a community of its by the Dekab Chanber Partnenship Partners. "We want to be caal, approachable and genuine" Vande Velde said. "We want to make a difference, and I think that comes through" The firm developed a unique feature, the Andy Smith joined Oak Partners of Auburm Oak Partners Retirement Clah, for dlients in July 2018, bringing moe than a decade of who are appeoaching retirement to socialine experience in the financial industry and an with recent and seasoned retirees. ppreciation for the firmis philosophy. Searities ofered tlough LPL. Fisancial Rogisterad Ivestment Atriser, Menelver "The idea is to help the people who are pecaching retirenent to feel comfortable, "The independence for us to do what we FINRASIPC 25OAK 1710 N Main St. Suite B. Auburn, IN 46706 Monday - Thursday 9AM-5PM Friday 9AM-4PM Saturday & Sunday Closed PARTNERS INC. YEARS OAK TNERS ING