Today’s financial landscape is far more complicated and volatile than it was just ten years ago. In this environment, a multidisciplinary team approach is absolutely essential. Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.

CAROLYN M. BOWER, CFP®

Client Relationship Manager

JULIA S. WEAVER, J.D., LL.M.

Director, Family Office Services & Family Office Fellow

SUSAN E. HAGLEY, MST

Wealth Planner

DEBBIE D. MARTZ, CFP®

Senior Wealth Planner

KEENAN PIERCE CALL, J.D.

Wealth Strategist & Process Supervisor

SCOTT M. SIMMONS, J.D., LL.M.

Senior Wealth Strategist & Family Office Fellow

KARA J. TALBOTT, CPA/PFS, CFP®

Senior Wealth Strategist & Family Office Fellow