Our Client Relationship Managers are a group of highly capable professionals who serve as liaisons between you, your Oxford Managing Director, Oxford Investment Fellows, advisors and support staff. Our Client Relationship Managers are truly devoted to making your life easier.

TRENT M. MAUS

Director, Relationship Management

KIRSTEN E. ANDREWS

Client Relationship Manager

DANIEL J. ARB

Senior Client Relationship Manager

JASON S. ARMBRUST, CFP®

Client Relationship Strategist

CASON M. CUSACK, CFP®

Client Relationship Manager

SUSIE E. HARPER

Senior Client Relationship Manager

BRET J. HORSFIELD, CFP®

Client Relationship Manager

MICHAEL E. LARSON, MBA

Client Relationship Manager

EUGENE K. PARK

Client Relationship Manager

STEPHANIE S. TAYLOR

Client Relationship Manager

JOSHUA J. WALTERS, CFP®

Client Relationship Manager

JACOB R. WATSON, CFP®

Client Relationship Strategist

JENNIFER K. WEAVER

Client Relationship Manager

JAMES R. WRIGHT, CFP®, CMFC®

Senior Client Relationship Manager