|“Developing genuine relationships with my clients is important to me. My goal is to not only understand our clients’ needs, but to also exceed their expectations through exceptional service.”|
About keith a. millhisler
Keith Millhisler is a Client Relationship Manager for Oxford Financial Group, Ltd.Keith joined Oxford in 2018 as a member of the Client Service team, previously holding the position of Client Service Coordinator. As a Client Relationship Manager, he works closely with clients to ensure the seamless coordination of services and implementation of their financial needs and goals. He also partners with Oxford’s Managing Directors to assist with financial planning.
Before joining Oxford, Keith served at Wells Fargo Advisors, assisting the firm’s lead advisors in the financial planning process. His responsibilities included preparing client meeting presentations, analyzing client concerns to provide immediate resolutions and organizing regular client meetings.
Keith received his Bachelor’s degree in Business Management with a minor in Finance from Davenport University.
Keith and his wife live in the Grand Rapids area with their children. They enjoy going to sporting events, traveling, spending time with family and friends and being outdoors.