The Principal Management Group
Team Leader, Partner
Marc graduated Purdue University in West Lafayette in May of 1993 and joined Oak Partners at its founding in December of that year. He has served clients providing planning and investment management for his entire career...
Wealth Advisor, Partner
Bridget attended Indiana University Bloomington and graduated with a BS in Finance. She was Oak Partners’ first summer intern in 2001 and joined the firm full time as an advisor immediately following her graduation..
Clint attended Indiana University Bloomington and graduated in May 2000 with a BS in Finance and Accounting. He then joined national accounting firm Price Waterhouse Cooper later that year where he worked until 2001. He then went to...
Jessica Wotherspoon is the Client Service Associate for the Principal Management Group who works with clients, prospective clients and...
Client Support Specialist
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...
Morgan McGrew was born and raised on the South Side of Chicago, IL and is the youngest of three sisters. She attended school in Chicago until relocating to the suburbs with her ...
Left to Right: Clint Henry, F. Marc Ruiz, & Bridget Shoemaker
Marc graduated from Purdue University West Lafayette campus in 1993 with a focus in Marketing and minor in Economics. He then joined the firm now known as H&R Block at their LaSalle Street Chicago office and worked there until late 1993. Oak Partners was formed in 1993 and Marc joined immediately as an Associate Financial Advisor. He has worked in the investment and financial planning industry since then.
Marc's career experience has come to focus on client income and distribution strategies. He has worked to engineer the basis for our firm's foundation cash flow based investment strategy. The strategy was born out of the bear market of 2000 - 2002. During this time we were able to focus on the core needs of our clientele helping them, to create a more predictable rate of return while at the same time establishing and maintaining reasonable cash flow based income strategies.
He currently maintains six different securities registrations Series 63, 65, 7, 24, 51 and 4. These registrations qualify him to work as an investment advisor representative of SII as well as qualify him to supervise investment professionals, accounts, and strategies with additional qualification in municipal securities and equity and index options. Marc Ruiz is a contributor to the The Times of Northwest Indiana Newspaper. His column, Your Mind on Money can be found every Sunday in The Business Section of The Times.
Marc lives in the Boone Grove area of Porter County. He and his wife, Tracy, have been married 11 years and have 4 children. His out of the office interests are basketball, ATV riding and back-country wilderness travel.
Read Marc Ruiz’s column in The Times Newspaper every Sunday in the Business section or click here. http://www.nwitimes.com/business/columnists/f-marc-ruiz/
Bridget attended Indiana University Bloomington and graduated in 2003 with a BS in Finance. Bridget was Oak Partners’ first summer intern in 2001 and joined the firm full time as an Associate immediately following her graduation in 2003.
Bridget has worked to build quality systems into the team and firms’ operations structure. She believes strongly in providing the highest quality client experience possible and works hard to leave nothing to chance with client service and strategy implementation. Bridget qualified as a Top Producing Representative of our broker dealer, SII Investments, at the young age of 25. This accomplishment is almost unheard of for an advisor of her age.
Bridget currently maintains three securities registrations; Series 63, 66 and 7. These registrations qualify her to work as an investment advisor representative of SII. Bridget lives in western Crown Point. She and her husband Eric have been married since September 2007 and have two young sons. Bridget is very family-oriented and enjoys spending her free time with her boys.
Clint attended Indiana University Bloomington and graduated in May 2000 with a BS in Finance and Accounting. He then joined national accounting firm Price Waterhouse Cooper later that year where he worked until 2001. He then went to work for a client of Price Waterhouse, J&F Steel Ryerson, as an internal accountant. In 2002, Clint became securities registered part time with World Financial Group. Clint left the accounting field and joined Oak Partners full time in 2005.
Clint works as a wealth advisor on the Principal Management Group. In this capacity he not only maintains investment portfolios according to client investment strategies, he also works to generate new clients and seeks alternative investment strategies.
Clint currently maintains three securities registrations; Series 7, 63, and 65. These registrations qualify him to work as an investment advisor representative of SII. He is also a co-host of Making Finance Personal which airs every Sunday on AM560 from 3pm to 4 pm.
Clint lives with his wife Jamie in Valparaiso. Clint and Jamie have been married since 2004 and they have three young boys.