Oxford Financial Group, Ltd

Charles Davis II is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. He has been with Oxford Financial Group, Ltd since 2007. Mr. Davis serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club, including its affiliated insurance agencies. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and chief investment officer services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

Stephen Wilkins is a financial advisor at Oxford Financial Group, Ltd with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Wilkins previously worked at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative asset classes managed by dedicated investment teams.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Ameriprise. Outside of her advisory role, she is the business manager for The Sax Guy, a professional music business, where she handles marketing, booking, and accounting. Oxford Financial Group serves ultra high-net-worth individuals, families, and institutional clients by offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary portfolios through dedicated investment teams.

Barton Francis is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He currently works at Oxford Financial Group, Ltd., where he has been since 2023. Prior to that, he spent 13 years at Bessemer Investor Services, Inc. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Melia Krumm is a financial advisor at Oxford Financial Group, Ltd with 21 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Baker Hill, ACA Compliance, Sanctuary Wealth, and Merrill. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach across public and alternative asset classes.

Kristina Baron is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Oxford since 2016. Outside of her advisory role, she serves as Vice President of the Valiant Foundation, a charitable giving organization. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a multi-team, diversified asset allocation approach.

Nicholas Detmer is a CFA® charterholder currently with Oxford Financial Group, Ltd., where he has worked since 2026. He has three years of prior experience at Aksia LLC and spent nine years with the Indiana Public Retirement System. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients by providing family office and CIO services, fiduciary trust administration, and access to private market investments. The firm’s investment approach emphasizes diversified asset allocation across public and alternative assets, supported by dedicated investment teams and customized solutions.

Tania De Vries is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. She holds a Series 65 designation and has prior experience at Innovia Wealth, PNC Bank, and Huntington National Bank. Outside of her advisory role, she serves on advisory committees for nonprofit organizations including The Legal Assistance Center of West Michigan and Guiding Light Ministries, and she is a licensed attorney involved in estate planning. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a large asset base with both discretionary and non-discretionary arrangements.

Michelle Reichert is a CERTIFIED FINANCIAL PLANNER™ at Oxford Financial Group, Ltd. with three years of industry experience. She previously worked at Fifth Third Bank for three years and has been with Oxford Financial Group in two separate periods since 2008. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios with customized investment policy statement-driven solutions.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with Oxford Financial Group since 2010. Outside of his advisory work, he serves on the board of the Indiana Repertory Theatre and works as a self-employed CPA providing tax preparation services. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

David Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years with William Blair & Co., LLC. Lewis serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, using a diversified asset allocation approach across public and alternative asset classes.

Jameson Stady is a CFP® professional with nine years of industry experience, currently serving at Oxford Financial Group, Ltd since 2024. His prior roles include positions at Facet Wealth, ETRADE Securities, and Charles Schwab. Oxford Financial Group serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners, providing family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages a substantial asset base with both discretionary and non-discretionary arrangements.

Robert Ramsey III is a CFA® charterholder with five years of industry experience. He has worked at Oxford Financial Group, Ltd since 2021, following four years at Pendyne Capital LLC and five years at the Indiana Public Retirement System. Outside of his advisory role, he serves on the boards of several non-investment related businesses and nonprofit organizations, including the Indianapolis Symphony Orchestra Foundation, and is CEO and Secretary of Baseline Fitness, LLC and its related entities. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified asset allocation strategy that includes public and alternative asset classes.

Christopher Gioia is a financial advisor at Oxford Financial Group, Ltd with one year of industry experience. He holds a Series 65 designation and previously worked at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, institutions, and business owners by providing family office and CIO services, estate planning, fiduciary trust administration, and access to private market investments. The firm’s investment approach focuses on diversified asset allocation across public and alternative assets and offers both discretionary and non-discretionary solutions.

Jason Brinks is a CFP® professional with 17 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2011. He holds the Series 63 designation and is based in Grand Rapids, MI. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients with family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation and operates dedicated investment teams to source and monitor managers, managing approximately $23.3 billion in assets across discretionary and non-discretionary arrangements.