Leadership - Oxford Financial Group Annual Report - 2023

OXFORD LEADERSHIP

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Jeffrey H. Thomasson, MBA, CFP^®Chief Executive Officer & Managing Director View Bio

Kristina R. Baron, MBACo-Managing Partner & Managing Director View Bio

Karen H. Mersereau, MST, CPA/PFS, CFP^®, CIMA^®Managing Director View Bio

Jason R. Brinks, CFP^®Managing Director View Bio

Laura J. Clark, CFAManaging Director View Bio

Josiah P. Sears, MA, CFP^®Managing Director View Bio

Lorelei M. Tolson, CPA/PFS, CFP^®, CIMA^®, CEPA, CExPManaging Director View Bio

J.P. Simmons, CFP^®, CLU^®Chief Practice Development Officer View Bio

Sue A. McMillen, MBA, SPHR^®, CEBS, SHRM-SCPChief Talent Officer View Bio

Tim E. Wittenbrook, CFP^®Managing Director View Bio

Zachary S. Littleton, MBAManaging Director View Bio

Richard V. Hall, MBA, CFP^®, CTFA, CWS^®, CDFA^®Managing Director View Bio

Ty SchlobohmManaging Director, Mayfair Capital Partners^TM View Bio

Robert M. Twitchell, MBA, CFAManaging Director View Bio

Charles R. Carter, CFP^®, CEPA,Managing Director View Bio

K. Paige Kirkland, JD, CFP^®Managing Director and Family Office Fellow View Bio

Peter N. Reist, CPA/PFS, AIF^®Managing Director View Bio

Scott A. Sandee, CFP^®, CIMA^®, CPWA^®, CEPAManaging Director View Bio

Catherine E. FarleyChief Financial Officer & Chief Administrative Officer View Bio

Kara J. Talbott, MSIA, CPA/PFS, CFP^®Managing Director and Family Office Fellow View Bio

Scott M. Simmons, JD, LL.M.Managing Director, The Trust Company of Oxford^TM & Family Office Fellow View Bio

Julia S. Weaver, JD, LL.M.Managing Director & Family Office Fellow View Bio

Matthew A. Bell, MBA, CFA, CFP^®, CAIAManaging Director View Bio

Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIACo-Managing Partner & Chief Investment Officer View Bio

Nicholas S. Klein, MBA, CAIAManaging Director View Bio

C. Richard Davis II, JD, CFP^®Managing Director View Bio

Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment Fellow View Bio

Jeffery H. Stroman, CPA (Inactive)Managing Director & Oxford Investment Board View Bio

Terrence M. LaBant, JDChief Wealth Planning Officer & Family Office Fellow View Bio

Daniel J. Ford, CFA, CAIA, PRMManaging Director & Oxford Investment Fellow View Bio

Robert L. Webb, MBA, CFAManaging Director & Oxford Investment Fellow View Bio

David M. Lewis, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio

Ben A. Ault, MScManaging Director, Private Equity & Oxford Investment Fellow View Bio

Ryan T. Shidler, CFA, CAIAManaging Director & Oxford Investment Fellow View Bio

Jared A. Nishida, CFAManaging Director & Oxford Investment Fellow View Bio