The Principal Management Group is led by Partner and Wealth Advisor Marc Ruiz, one of Oak Partners' founding members, whose investment commentary has informed Northwest Indiana readers since 2002. Together with Partners Bridget Shoemaker and Clint Henry, the team focuses on comprehensive planning and disciplined investment management, developing customized strategies around each client's long-term objectives. Their collaborative structure draws on decades of combined experience and rigorous operational support to deliver an exceptional client experience.