I believe that excellence in the art of advice can only be achieved when we apply our best intelligence, ethics and personal care consistently throughout the key events and continual journey of those who partner with us. Our real value to our clients can be found in the superior quality of our solutions and our commitment to challenge ourselves on that measure.
J.P. Simmons joined Oxford Financial Group, Ltd. in November, 2014 as Chief Practice Development Officer. In that capacity J.P. works with our Managing Directors helping them in the management of their practice and to ensure the firm provides an Oxford quality experience. J.P. is also a member of Oxford’s Value Council Committee.
J.P. has more than 24 years of experience in the investment industry with a unique mixture of capabilities; he has worked as a consultant to Registered Investment Advisor (RIA) firms and also directly with business owners and ultra-high net worth individuals providing planning and investment advice. His professional background includes owning his own RIA, working as a vice president with Neuberger Berman and functioning as a director for a Texas-based multifamily office. Prior to joining Oxford, J.P. served as Managing Director for Business Consulting with Charles Schwab Advisor Services™, where he and his team executed practice management consulting initiatives with RIAs across the country.
J.P. has a Bachelor’s degree from Indiana University and is a Certified Financial Planner™ professional and a Chartered Life Underwriter®. He frequently speaks on numerous topics including RIA practice management, business succession and the nature of new wealth in the marketplace at numerous professional organizations, educational groups and societies across the country.
J.P. lives in Carmel with his wife, Sherry, and their daughters, Madison and Mia. He enjoys spending time with family, outdoor sports and scuba diving.