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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Our highly qualified management team allows us to professionally manage the business while our Managing Directors continue to focus on providing you excellence in client service.
JEFFREY H. THOMASSON, MBA, CFP®
Chief Executive Officer & Managing Director
SUE A. McMILLEN, MBA, SPHR®, CEBS, SHRM-SCP
Chief Talent Officer
MATTHEW F. MOHLMAN, J.D.
Director, Compliance & Legal Affairs
J.P. Simmons, CFP®, CLU®
Chief Practice Development Officer
Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years. We believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.