The Principal Management Group

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...

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...

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...