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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Tim Dean is Chief Financial Officer (CFO) for Oxford Financial Group, Ltd. He is a member of the Senior Management Committee, Value Council Committee and is responsible for all financial aspects of Oxford’s business units.
In his capacity as CFO, Tim serves on the Board of Directors of Oxford and The Trust Company of Oxford.
Tim was recognized for his excellence in performance with the Oxford Financial Group, Ltd. 2000 CEO Salute Award.
The most important fundamental concept of business to me is to deliver excellence to the client. This involves every associate in every capacity. We live this concept every day.
Prior to joining Oxford, Tim spent 16 years with a major bank in Indianapolis serving in a variety of positions, including CFO. This experience was preceded with five years at one of the Big Eight national accounting firms.
Tim graduated from Indiana University in 1979 with his Bachelor’s degree in Accounting. He obtained his Certified Public Accountant (CPA) certification in 1983.
Tim holds membership in the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.