Oxford Financial Group


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).

Industries

Employees

51-200

Links


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Jeffrey H. Thomasson
CEO and Managing Director
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Sue A. McMillen
Chief Talent Officer
Timothy M. Dean
Chief Financial Officer
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
Alexandra Neff
Chief Marketing Officer
Terrence M. LaBant
Chief Wealth Planning Officer & Family Office Fellow
David M. Lewis
Managing Director & Oxford Investment Fellow
Jarret D. Blum
Chief Development Officer (cdo) And Managing Director
Brian Copsey
Chief Financial Officer
Robert L. Webb
Managing Director & Oxford Investment Fellow
Jared A. Nishida
Managing Director & Oxford Investment Fellow
Lorelei M. Tolson
Managing Director
Barton C. Francis
Managing Director
Cameron R. Johnson
Managing Director & Oxford Investment Fellow
Kevin W. Coquillette
Managing Director
Carl S. Jackson
Managing Director


Offices