Jason R. Brinks, CFP®

Jason R. Brinks, CFP^®

Managing Director

“Working with families is about more than offering support and good ideas—it’s about building a foundation of trust, listening and helping them to succeed in their goals. Success comes when they know you are invested in their family for the long term.”

About Jason R. Brinks, CFP^®

Jason Brinks is a Managing Director with Oxford Financial Group, Ltd. He specializes in working with families to develop investment portfolios that align with the unique goals of multigenerational trusts and other family entities. He has a unique ability to explain the complex structures of private equity, hedge and tax reduction strategies in a way that clients are able to understand and take comfort in. Jason’s primary focus is working with families; however, he also has vast experience in helping foundations, non-profit organizations and endowments.

In 2011, Jason transitioned to Oxford from his role as a client service advisor with Crowe Wealth Management, a joint venture between Oxford and Crowe Horwath, LLP.

Prior to Crowe Horwath, LLP, Jason was a trust officer with a boutique bank and trust company located in Western Michigan. In this role, he worked with clients to coordinate their investments, trusts, financial planning and banking needs. He also acted as the liaison between his clients and their attorneys, accountants and other professional advisors.

A graduate of Calvin University in Grand Rapids, Michigan, Jason earned a Bachelor’s degree in Economics and completed the certificate program in financial planning at Grand Valley State University.

He is a graduate of the Cannon Financial Institute Personal Trust School and is a CERTIFIED FINANCIAL PLANNER^™ professional.

Jason has contributed his talents in many roles throughout communities in West Michigan. He has been a member of the Professional Advisory Committee for the Corewell Health Foundation, the Investment Committee for the Grand Rapids Community Foundation and the Stewardship and Properties Committees for Seymour Church and has served as a high school volunteer for Junior Achievement of the Great Lakes. Jason currently serves as a Board Member for South Christian High School and is on the Endowment Committee for Dutton Christian School, where he is a past Board Member and volunteers as an accountability leader at the middle school.