Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues.

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Denise Kaplan received her undergraduate degree (B.A., Magna Cum Laude, Phi Beta Kappa, 1995) from the University of Illinois and her law degree (Magna Cum Laude, Order of the Coif, 1998) from the University of Illinois College of Law, where she was the Managing Editor of the Eld... (read more)

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Larry Rivkin received his undergraduate degree (B.A. with distinction, Phi Beta Kappa, 1989) from Stanford University and his law degree from the University of Chicago (1994), where he was a Lord Bissell Public Service Merit Scholar.  Licensed in both Illinois and Florida, Larry... (read more)

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I've been involved in the financial services industry since 2006 after graduating from the University of Kansas. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Special Needs Consultant® (ChSNC®).

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Mike’s passion for helping people led him to open Oak Wealth Advisors in 2008 so that families with special needs members seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the very wealthy.  Having a brother on the Autism spectrum, Mike has a first-hand understanding of the challenges and joys living with a family member with special needs bring.  His mission is to assist individuals and families in achieving financial security and enjoying their lives to the fullest extent possible.  Mike’s career includes leadership positions with three of the most respected independent financial advisory firms in Chicago prior to his founding Oak Wealth Advisors.  In addition to his professional experience, Mike has served as president and/or treasurer of a number of Chicago-area special needs charitable organizations.  Mike enjoys sharing his expertise and has done so through teaching classes on special needs financial planning at Texas Tech University, the University of Illinois, and the University of Wisconsin.  He has also written articles for the Chicago Sun-Times, and has been featured or quoted in numerous national publications including The New York Times, The Wall Street Journal, Money Magazine, and Financial Planning.   

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Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University.

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Bio coming soon!

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