Our highly qualified management team allows us to professionally manage the business while our Managing Directors continue to focus on providing you excellence in client service.

JEFFREY H. THOMASSON, MBA, CFP®

Chief Executive Officer & Managing Director

TIMOTHY M. DEAN, CPA

Chief Financial Officer

SUE A. MCMILLEN, MBA, SPHR®, CEBS, SHRM-SCP

Chief Talent Officer

MARCOS NOGUÉS, MBA, CFA

Chief Investment Officer & Oxford Investment Fellow

J.P. SIMMONS, CFP®, CLU®

Chief Practice Development Officer

LISA A. WALKER, CRCP

Chief Operations and Risk Officer
CEO, The Trust Company of Oxford

JULIA S. WEAVER, J.D., LL.M.

Chief Wealth Planning Officer & Family Office Fellow