Dan Shepard

Dan Shepard Work

CEO and Founder

@ Oak Road Wealth Management

H

Owner

@ Hobby Hill Farm

Financial Advisor

@ Capital Investment Management, Inc. Lee's Summit

Dan Shepard Education

1997 - 2001 BS in Agricultural Economics

University of Missouri-Columbia
1999 - 1999 Summer Study Abroad

Czech University of Life Sciences Prague

Dan Shepard Skills

Asset AllocationSales ManagementSmall BusinessRetirement SolutionsFinancial ServicesTerm Life InsuranceSeries 7Life InsuranceMutual FundsRetirement PlanningRisk ManagementSuccession PlanningMulti Generational PlanningRoth IRAWealthFinancial PlanningSecuritiesAsset Protection401kFinanceRetirement Income StrategiesLong Term CareInvestmentsWealth AccumulationWealth ManagementIntergenerational Wealth TransferRetirementWealth PreservationBusiness DevelopmentPublic SpeakingFamily PlanningFinancial AdvisoryFinancial AnalysisInsurance PlanningManagementQualified Retirement Plans

Dan Shepard Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Dan Shepard work for?

Dan Shepard currently works at Oak Road Wealth Management.

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Where is Dan Shepard located?

Dan Shepard is based in or around Lee's Summit, MO, US.

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