Dan Shepard always knew he wanted to own his own business. So, after living and working in New York City and Nashville, the University of Missouri alumni was excited when he had the opportunity to relocate his family to Lee’s Summit.
His company, Oak Road Wealth Management, specializes in retirement planning for individuals and businesses.
“I like giving people confidence that they can accomplish their goals,” said Shepard. “Within the realm of retirement plans, some of them are so egregiously priced and complicated that it’s pretty satisfying to help a company take a plan that’s not functioning very well and make that plan a whole lot more effective at making their participants ready for retirement.”