Oxford Financial Group

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Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).

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Employees

51-200

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Jeffrey H. Thomasson
CEO and Managing Director

Jeffrey H. Thomasson

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Julia S. Weaver
Managing Director & Family Office Fellow
Sue A. McMillen
Chief Talent Officer
Timothy M. Dean
Chief Financial Officer
Terrence M. LaBant
Chief Wealth Planning Officer & Family Office Fellow
Robert D. Ramsey III
Co-Managing Partner & Chief Investment Officer
Kristina R. Baron
Co-Managing Partner & Managing Director
K. Paige Kirkland
Managing Director & Family Office Fellow
Scott M. Simmons
Managing Director & Family Office Fellow
Kara J. Talbott
Managing Director & Family Office Fellow
Jeffery H. Stroman
Managing Director & Oxford Investment Board
Ben A. Ault
Managing Director, Private Equity & Oxford Investment Fellow
Daniel J. Ford
Managing Director & Oxford Investment Fellow
Cameron R. Johnson
Managing Director & Oxford Investment Fellow
David M. Lewis
Managing Director & Oxford Investment Fellow
Jared A. Nishida
Managing Director & Oxford Investment Fellow
Ty Schlobohm
Managing Director, Mayfair Capital Partners™
Ryan T. Shidler
Managing Director & Oxford Investment Fellow
Robert L. Webb
Managing Director & Oxford Investment Fellow
Jason R. Brinks
Managing Director
Peter N. Reist
Managing Director
Nicholas S. Klein
Managing Director
Brian Copsey
Chief Financial Officer
Lorelei M. Tolson
Managing Director