Broker Check

The Principal Management Group

F. Marc Ruiz

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...

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Bridget Shoemaker

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.Bridget has...
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Clint Henry

Wealth Advisor, Partner

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...

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Jessica Wotherspoon

Executive Assistant

Jessica Wotherspoon is the Client Service Associate for the Principal Management Group who works with clients, prospective clients and...

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Jessica Dowell

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...

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