About Us
Joe Shenk - Financial Advisor
Joe's early experiences as a child of missionaries in the former Yugoslavia profoundly shaped his perspective on wealth and economic stability. At a young age he witnessed the wealth and spirit destroying consequences of communism and the subsequent hyper-inflation that resulted in a civil war and ultimately, the end of a nation. This formative experience sparked his lifelong interest in free market enterprise and drives his commitment to help clients discover the unparalleled opportunities for successful investing that are available to everybody in the USA.
In 2002, Joe graduated cum laude and learned life lessons working for a start-up software company called Rosetta Stone that went from a dozen employees to over 200 employees in a five year time span. This segued into his career of the last two decades using powerful software tools for financial planning and investment management to help people simplify their financial lives.
Joe lives in Ivy with his wife and two boys. When he’s not coaching their soccer teams or riding his zero turn you’ll find him playing tennis or pickleball with family or friends or spending altogether too much time reading.
Maggie Cleary - Operations Manager
Maggie's journey to becoming our Client Success and Operations Manager is built on a foundation in education and a deep commitment to client success. She graduated with both her bachelor’s and master’s degrees from the University of Notre Dame and began her professional career in education. After a few years in the classroom, her passion for helping others and streamlining complex systems led her to client success and operations in the financial technology industry. She has spent years ensuring clients receive the best possible service while optimizing internal operations.
Outside the office, Maggie enjoys spending time outdoors with her husband and dog. She enjoys hiking, drawing, and cooking—activities that nurture her creativity and provide a sense of balance and fulfillment.
Cetera Financial Group - Back Office
Our clients benefit from the resources and infrastructure of Cetera Financial Group, one of the nation’s largest networks of independent financial professionals.
Through our relationship with Cetera, we have access to investment research, advanced planning resources, technology, compliance support and a broad range of financial solutions. This allows us to provide the personal attention of a small firm while drawing upon the capabilities of a much larger organization.
Our relationship with Cetera supports our independence rather than replacing it. Oak & Shepherd determines how we serve our clients, construct financial plans and build investment portfolios, always with a focus on each client’s individual needs.