Making a Difference | Our Time With Jack

Making a Difference | Our Time With Jack

One of the core missions of Oak Wealth Advisors is to improve the lives of families with special needs members. That mission extends well beyond providing fiduciary financial services to our clients. It also includes giving national and local presentations to members of non-profit organizations, educating other financial advisors, and creating opportunities for individuals with special needs. In the spring of 2018, Jack Croley joined Oak Wealth Advisors as an intern. We met Jack through our relationship with the New Trier High School Transition Program. At our introductory meeting with Jack, which was structured as a hands-on interview, we quickly identified some of his strengths. He is d ...

Mental Health Challenges <br>Should Not Define An Individual’s Life

Mental Health Challenges
Should Not Define An Individual’s Life

Having a mental illness presents challenges in individuals’ lives, but it should not define their lives. The same could be said for other disabilities, yet mental illnesses have such a stigma around them. This stigma causes individuals to be fearful about opening up about their mental illness. This fear can cause the mental illness to define their lives. I remember vividly the first time I talked about my mental illness with people other than my family and my psychiatrist. The opportunity arose in my college financial counseling class. We were to present three items that held significant meaning to us to the class. At first, I was scared to death about sharing anything meaningful to the c ...