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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
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
JASON R. BRINKS, CFP®, CTFA
C. RICHARD DAVIS, II, J.D., CFP®
BRIAN W. DYKSTRA, CFP®, CIMA®
RICHARD V. HALL, MBA, CTFA, CWS, CFP®
NICHOLAS S. KLEIN, MBA, CAIA
KAREN H. MERSEREAU, CPA/PFS, CFP®, CIMA®
PETER N. REIST, CPA/PFS, AIF®
LORELEI M. TOLSON, CPA/PFS, CFP®, CIMA®, CEPA, CExP
ROBERT M. TWITCHELL, MBA, CFA
STEPHANIE ALLSOPP VAN VLERAH, CFP®, MBA
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