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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Stacy Christman-Blomeke is a Managing Director with Oxford Financial Group, Ltd. and is a member of Oxford’s Family Office Services practice. Bringing over 17 years of experience as an attorney, Stacy provides advice and counsel to individuals and families in the areas of estate and financial planning, asset protection, multi-generational wealth planning and preservation, business succession planning and development of family gifting strategies.
As an attorney working as a Managing Director with Oxford, I am pleased that I am able to apply the legal fiduciary measure of ensuring our best advice is delivered to all my clients. I enjoy a unique and special opportunity to sit on the same side of the table with families as we thoughtfully explore all the aspirations and objectives that they may have.
Prior to joining Oxford, Stacy served as Director of Gift Planning for Cincinnati Children’s Hospital, where she worked with advisors, individuals and families to advise, develop and implement estate and charitable gifting strategies. Stacy also was a Member of the law firm of Frost Brown Todd, LLC in the Personal Planning and Family Business practice group where she provided clients tax and estate planning advice, business succession planning, asset protection and development of charitable planning strategies. Stacy has been a featured speaker for numerous professional groups on estate, tax and charitable planning topics as well as business succession planning.
Stacy earned her Doctor of Jurisprudence from the University of Dayton School of Law, graduating summa cum laude, where she served as an editor of the Law Review.
She earned her Bachelor’s degree from Xavier University, magna cum laude, and her Master’s degree from the University of Cincinnati. She is a certified specialist in Estate Planning, Trust & Probate Law through the Ohio State Bar Association and carries the Accredited Estate Planner (AEP®) designation through the NAEPC. Stacy serves on the Board of Trustees of the Cincinnati Bar Association and formerly served as Director on the Board of Directors of the National Association of Estate Planners and Councils, is a member and Past President of the Cincinnati Estate Planning Council and is a member of the Northern Kentucky Estate Planning Council. Stacy is also a member of the Greater Cincinnati Planned Giving Council. She was recognized by Ohio Super Lawyers as a “Rising Star” and a “Super Lawyer” for six consecutive years and was named a “Forty under 40” emerging leader by the Cincinnati Business Courier.
A Cincinnati native, Stacy and her three children reside in Mason, Ohio. Stacy enjoys the outdoors, coaching her daughters in volleyball, traveling and being involved in a variety of charities including Wills for Heroes, the Ronald McDonald House, Matthew 25 Ministries, Operation Christmas Child and Hands Against Hunger.