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Oxford Financial Group
Unverified
Carmel
56 people · 0 jobs
The Carmel office focuses on financial services, client management, and talent development, supporting comprehensive wealth strategies.
Jeffrey H. Thomasson
CEO and Managing Director
Sue A. McMillen
Vice President, Chief Talent Officer
Kristina R. Baron
Co Managing Partner
Charles R. Carter
Managing Director
Peter N. Reist
Lorelei M. Tolson
Scott M. Simmons
Managing Director, The Trust Company of Oxford & Family Office Fellow
Ryan T. Shidler
Managing Director & Oxford Investment Fellow
Carl S. Jackson
Travis Armstrong
Senior Director, Investment Operations And Technology
Tina McDorman
Sr. Client Reporting Analyst
Brian Copsey
Chief Financial Officer
Debbie Caldwell
Senior Executive Coordinator
Lisa Cagle
Keenan Call
Director, Family Office Services
Kellie Lane
Private Market Service Operations Specialist
Lynn Russell
Talent Specialist
James Wright
Client Relationship Strategist
Dustin Brown
Senior Fiduciary Officer
Tyler Rosser
David M. Luebbe
Private Equity Vice President
Kathleen Gadus
Controller
Lora White
Fiduciary Officer
Leeanna Kirkwood
Ella Hissong
Client Services Associate
Jacque Adoba
Wealth Advisor
Karrie Finke
Private Family Services Coordinator
Sara Rangel
Application and Workflow Support Specialist
Valerie Cooper
Bill Hendrickson
Senior Graphic Designer
Laura Emery
Sr. Director, Administrative Services
Austin Gates
Portfolio Strategist
Greg Osborne
Portfolio Strategy Supervisor
Rhea Kirsch
Senior Portfolio Strategist
Adam Ward
Relationship Manager
Chloe M.
Project Manager
Sean Patrick Turley
Tyler Widholm
2025 Private Wealth Management Intern
Melissa Eagan
Trust Specialist
Katie Sandberg
Chandra Parker
Compliance Analyst
Missy Reichert
Senior Director Client Services
Chip Stapleton
Senior Financial Analyst - Strategic Finance & Business Insights
Bethany Breedlove
Wealth Advisor Associate
Gregory Hunt
Matthew Hill
Director of FP&A and Strategic Finance
Nick Miranda
Trade Settlement Supervisor
Ryan Grand
Managing Director (Mayfair Capital Partners)
Stacy Peckinpaugh
Executive Assistant/ Meeting Planner
Jill Stebing
Executive Coordinator
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8 people · 0 jobs