As an Oxford client, you work with a Managing Director in our firm who is totally committed to your success. Most of our Managing Directors have ten or more years of industry experience and are Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Public Accountants (CPA) or have earned a J.D. or an MBA.

JEFFREY H. THOMASSON, MBA, CFP®

Chief Executive Officer & Managing Director

SEEMA J. ACKERMAN, MBA

Managing Director

KRISTINA R. BARON, MBA

Managing Director

DEBORA A. BENNETT, CFP®

Managing Director

JASON R. BRINKS, CFP®, CTFA

Managing Director

CHARLES R. CARTER

Managing Director

LAURA J. CLARK, CFA

Managing Director

C. RICHARD DAVIS II, J.D., CFP®

Managing Director

BRIAN W. DYKSTRA, CFP®, CIMA®

Managing Director

RICHARD V. HALL, MBA, CFP®, CTFA, CWS®, CDFA®

Managing Director

K. PAIGE KIRKLAND, J.D.

Managing Director

NICHOLAS S. KLEIN, MBA, CAIA

Managing Director

KAREN H. MERSEREAU, CPA/PFS, CFP®, CIMA®

Managing Director

PETER N. REIST, CPA/PFS, AIF®

Managing Director

SCOTT F. REWEY, MBA, CFP®

Managing Director

LORELEI M. TOLSON, CPA/PFS, CFP®, CIMA®, CEPA, CEXP

Managing Director

ROBERT M. TWITCHELL, MBA, CFA

Managing Director

STEPHANIE ALLSOPP VAN VLERAH, CFP®, MBA

Managing Director

TIM E. WITTENBROOK, CFP®

Managing Director