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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Kathy Kuehl is a Managing Director with Oxford Financial Group, Ltd. Prior to making the transition to Oxford in 2011, Kathy was with J.P. Morgan’s Private Wealth Group. She has extensive experience in managing client relationships. Prior to joining J.P. Morgan, Kathy was a financial principal with Lowry Hill where she specialized in tax, estate, and financial planning, as well as relationship management.
As a wealth management professional, there is nothing more rewarding than building long-term relationships with clients and their families. Oxford offers a very deliberate, thoughtful approach to partnering with our clients to accomplish their financial goals and objectives. The result is an exceptionally high level of competence, excellence and trust that Oxford clients come to expect and we, as their advisors, consistently strive to achieve.
Kathy has lectured extensively on estate planning, probate, and executive compensation topics to the legal and accounting communities, community groups, and other continuing education organizations. She has served as editor of the Probate and Trust Law Council newsletter.
Kathy graduated from Winona State University in Winona, Minnesota with a Bachelor of Science in Paralegal Studies. She also earned her Doctor of Jurisprudence from the University of Minnesota School of Law in 1989.
Kathy has served as a guardian ad litem for Hennepin County and a pro bono attorney for the Legal Aid Society and Children’s Law Center. She is a member of the American Bar Association, the Hennepin County Bar Association, the Minnesota State Bar Association, and Minnesota Women Lawyers. In addition, Kathy has served as a board member and chair of the Public Policy Committee for Cornerstone, an organization working to prevent domestic abuse.
Kathy and her husband, Bob, have two children and live in Minnetrista, Minnesota.