Oxford Financial Group
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Oxford Financial Group, Ltd.â„¢ 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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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
Matthew A. Bell
Managing Director
Jason R. Brinks
Managing Director
Charles R. Carter
Managing Director
Laura J. Clark
Managing Director
C. Richard Davis II
Managing Director
Barton C. Francis
Managing Director
Richard V. Hall
Managing Director
Nicholas S. Klein
Managing Director
Zachary S. Littleton
Managing Director
Karen H. Mersereau
Managing Director
Grayson E. Miller
Managing Director
J. Parker Mitchell
Managing Director
Peter N. Reist
Managing Director
Josiah P. Sears
Managing Director
Lorelei M. Tolson
Managing Director
Robert M. Twitchell
Managing Director
Tim E. Wittenbrook
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 Partnersâ„¢
Ryan T. Shidler
Managing Director & Oxford Investment Fellow
Robert L. Webb
Managing Director & Oxford Investment Fellow
Kevin W. Coquillette
Managing Director
Carl S. Jackson
Senior Investment Analyst
