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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

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Trent M. Maus

Trent Maus is the Director, Relationship Management for Oxford Financial Group, Ltd. He has over a decade of experience in the financial services industry partnering with advisors and colleagues to deliver the highest quality service and solutions for clients. Trent oversees the firm’s relationship management group which is focused on leveraging Oxford’s extensive team of experts to

Jennifer Weaver

Jennifer Weaver is a Client Relationship Manager at Oxford Financial Group, Ltd. She has extensive experience working with clients to help them achieve their personal and financial goals and partners with Managing Directors to assist with financial planning and implementation. Client service isn’t just my job, it’s my passion. Genuinely getting to know our clients

Dustin Brown

Dustin Brown is a Client Relationship Manager with Oxford Financial Group, Ltd. In this capacity, Dustin works closely with his clients to meet their financial planning needs, assisting with recommendations and implementing their investment strategies. I believe the best way to get to know a client’s financial goals is through listening, which fosters the foundation

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

Bret J. Horsfield

Bret Horsfield is a Client Relationship Manager at Oxford Financial Group, Ltd. In this role, he partners with Managing Directors in the development of strategies in all areas of personal financial planning and investment related activities. Bret acts as a liaison to ensure the coordination of services and implementation of the financial needs of Oxford’s

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