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.

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

Chief Wealth Planning Officer & Family Office Fellow

CAROLYN M. BOWER, CFP®

Wealth Planner

SUSAN E. HAGLEY, MST

Wealth Planner

DEBBIE D. MARTZ, CFP®

Senior Wealth Planner

KEENAN PIERCE CALL, J.D.

Wealth Strategist & FOS Technical 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