WHO WE ARE

Your partner for a secure future.

Without a clear road map and confident partner by your side your financial future is uncertain and overwhelming.  Oak Road Wealth Management will focus on the goals that are important to you and lead you to a future of financial freedom.

DAN SHEPARD | FOUNDER AND PRESIDENT

I have a passion for helping families work toward financial independence. My 14 years of experience and variety of roles within this industry have uniquely positioned me to help my clients plan for the future and manage their wealth. I work closely with my clients to help them create a financial plan and manage their assets to support the plan. To learn more about my approach, subscribe to my newsletter and visit my blog.

About Me: my beautiful wife and I live on a farm in Lee’s Summit, MO with our three children. We enjoy being outdoors, taking care of our animals, and spending time with family and friends.