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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

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Stephanie S. Nelson

Stephanie Nelson is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, she works with clients to ensure the seamless coordination of services and implementation of their financial strategies. I am dedicated to being an instrumental part of the process in helping clients obtain their financial goals by providing the utmost level

Susie E. Harper

Susie Harper is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, she works closely with clients to ensure the seamless coordination of services and implementation of their financial needs and goals. Susie originally joined Oxford in 2007 as an Executive Assistant and has been promoted over the years into several departments

Monica Mae Dill, CFP®

Monica Dill joined Oxford Financial Group, Ltd. in November of 1998. In her role as Client Relationship Manager, she develops and maintains close relationships with ultra high net worth clients while assisting them in financial planning, goal development, gifting strategies and implementation of investment related activities. Monica was previously a Vice President and Trust Officer

Carolyn M. Bower

Carolyn Bower is a Client Relationship Manager with Oxford Financial Group, Ltd. Carolyn prepares holistic financial plans that focus on the unique challenges our high and ultra-high net worth clients face. She proactively organizes and manages a variety of client service needs and initiatives for Oxford’s clients. I strive to build strong relationships with the

Michael E. Larson

Michael Larson is a Client Relationship Manager with Oxford Financial Group, Ltd. In this capacity, Michael utilizes his 16 years of experience in the insurance, personal banking, brokerage trading and operations and investment advisory spaces to help meet his clients’ unique goals. I continually strive to strengthen the relationships I have with my clients and

Jason S. Armbrust

Jason Armbrust is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, Jason works closely with clients to ensure their financial planning and investment-related activities are implemented flawlessly. My passion is to ensure that each client’s goals, needs and priorities are met in a timely and accurate manner. Before joining Oxford, Jason

Cason M. Cusack

Cason Cusack is a Client Relationship Manager with Oxford Financial Group, Ltd. Cason uses his extensive experience in all aspects of financial planning to help clients meet their financial planning needs and implement their investment strategies. I am passionate about building deep, personal relationships with clients. That understanding of client objectives enables me to strategically

Missy A. Reichert

Missy Reichert joined Oxford Financial Group, Ltd. in April of 2008 and serves as a Client Relationship Strategist. In this capacity, she works closely with her clients in the development of their financial goals, offering recommendations and following implementation strategies through to fruition. One of my core beliefs has always been to do what is

James R. Wright

James Wright is a Client Relationship Strategist at Oxford Financial Group, Ltd. His primary responsibility is to act as a liaison to his clients, ensuring a smooth and timely coordination of the many unique and varied services provided to Oxford clients. He also works with Oxford’s Managing Directors in reviewing and implementing recommended financial planning

Jacob R. Watson

Jacob Watson joined Oxford Financial Group, Ltd. in 2005 and serves as a Client Relationship Strategist. In his role, Jacob is responsible for handling clients’ day-to-day cash needs, implementing changes to their asset allocations to meet their investment-related goals, and assisting in developing financial planning concepts. Timely, accurate client service is at the core of