Carmel, IN Office

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.

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.

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.

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.

Robert Webb is a CFA® charterholder and financial advisor with Oxford Financial Group, Ltd in Carmel, IN, where he has worked since 2021. He has 5 years of industry experience and previously spent 18 years at State Farm. Webb serves on Limited Partner Advisory Committees for certain underlying investment funds as part of his role at Oxford Financial Group, without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, employing a diversified approach across public and alternative asset classes.

Timothy Wittenbrook is a CFP® with 11 years of industry experience, currently serving at Oxford Financial Group, Ltd since 2014. He holds a Series 63 license and is based in Carmel, Indiana. 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, employing a diversified approach across public and alternative asset classes.

Joseph Mitchell is a financial advisor at Oxford Financial Group, Ltd with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Bessemer Trust, Cresset Asset Management, Berman Capital Advisors, Crawford Investment Counsel, and Charles Schwab. Oxford Financial Group 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, with an investment approach that emphasizes diversified asset allocation across public and alternative asset classes.

Michael Larson is a CFP® with 17 years of experience in financial advising. He is currently with Oxford Financial Group, Ltd and has previously worked at Spectrum Wealth Management and Charles Schwab. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, comprehensive financial and estate planning, and access to private market investments and manager-of-managers solutions. The firm emphasizes diversified asset allocation across public and alternative asset classes and manages both discretionary and non-discretionary portfolios through dedicated investment teams.

James Wright is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oxford Financial Group, Ltd. since 2014. He holds Series 63 and Series 66 licenses. Outside of finance, he is involved in small business ownership, managing several non-investment-related ventures including Silver Creek Shop. Oxford Financial Group 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, fiduciary trust administration, and access to private market investments through a multi-team approach emphasizing diversified asset allocation across public and alternative asset classes.

Zachary Littleton is a financial advisor at Oxford Financial Group, Ltd with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Chase Bank, NA. 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, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach that includes public and alternative assets.