oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of a company as the CEO themselves.

Finance

oXYGen Financial

oXYGen Financial's headquarters in Alpharetta, GA, United States

Steven B. Goldstein

Hugh Hale

Rebekah Smith

Brian Watson

Chelsea Tankus

Jeremiah Thompson

Elizabeth Elrod

Nouachi Vang

Eliot Goode

Chris MacKey

Eric Davidson

Venus Brown

Mary Kennon Lewis

Michelle Berry

Chelsey Schrader

Tara Crawford

Lily Earles

Kile Lewis

The Leadership Team at oXYGen Financial drives strategic vision and operational excellence, ensuring that the Private CFO® services align with clients' financial goals. Comprised of seasoned financial professionals and co-founders, this team collaborates to enhance client relationships, innovate service offerings, and guide the overall direction of the firm, fostering growth and long-term financial success for both individuals and businesses.

Leadership Team

The Private CFO Team at oXYGen Financial provides personalized financial guidance to individuals and businesses, focusing on optimizing both balance sheets and income statements. With a cadre of experienced VPs and Managing Directors, the team acts as a dedicated financial steward, ensuring strategic growth and financial health aligned with the client's objectives.

Private CFO Team

The Client Services Team at oXYGen Financial is dedicated to supporting the firm's Private CFO® initiative by managing client relationships, addressing inquiries, and ensuring seamless communication between clients and financial advisors. Through personalized attention and effective coordination, they help optimize clients' financial strategies and contribute to the growth of their balance sheets and income statements.

Client Services Team

The Wealth Planning Team at oXYGen Financial focuses on creating and managing comprehensive financial plans for clients. They work collaboratively to design tailored wealth strategies, optimize investment portfolios, and provide risk management solutions, ensuring each client achieves their long-term financial goals.

Wealth Planning Team

The Operations Team at oXYGen Financial ensures smooth and efficient company processes by managing daily operational tasks, optimizing workflows, and implementing strategic initiatives. They support the company's mission of providing Private CFO® services by coordinating resources, improving operational efficiencies, and maintaining high standards of service delivery.

oXYGen Financial

Org chart

Board & advisors

Teams

Leadership Team

Private CFO Team

Client Services Team

Wealth Planning Team

Operations Team

Offices

oXYGen Financial

Org chart

Board & advisors

Teams

Leadership Team

Private CFO Team

Client Services Team

Wealth Planning Team

Operations Team

Offices

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