About Jeffery H. Stroman, CPA (Inactive)

Jeff Stroman serves Oxford Financial Group, Ltd. as a Managing Director, as well as a member on the Oxford Investment Board. He is also a member of Oxford’s Board of Directors and the Value Council.

Jeff has spent over 30 years advising clients and coordinating the Managing Directors within the investment services practice. Jeff’s client service responsibilities included advising institutions, private trusts and families.

Jeff graduated with academic distinction from Mississippi State University (MSU), where he lettered four years on a basketball scholarship while completing a Bachelor’s degree from the MSU College of Business and Industry. After graduation, he worked with a Big Eight public accounting firm and also received his Certified Public Accountant (CPA) certificate. He later served as a financial analyst for Stokely-Van Camp and as a successful investment broker. Immediately prior to joining Oxford, Jeff served as a branch manager for a New York Stock Exchange brokerage firm.

About Tim E. Wittenbrook, CFP^®

Tim Wittenbrook is a Managing Director with Oxford Financial Group, Ltd. Prior to joining Oxford, Tim was an Executive Director at JPMorgan Asset Management and a Vice President of Fidelity Investments.

Tim has worked in the financial services industry for nearly 30 years, advising families and institutions on asset allocation, investment manager selection and fiduciary risk management. His expertise also extends to corporate retirement plans, helping companies with investment menu selection, ongoing investment monitoring and plan design to help meet fiduciary requirements. In addition to being a member of Oxford’s Retirement Plan Committee, he is an active CERTIFIED FINANCIAL PLANNER^TM professional and a member of the Investment Management Consultants Association.

Tim is a native of the Cincinnati area and resides with his wife, Michelle, in Montgomery. They have five children and have been involved in a diverse group of charitable organizations. They are particularly interested in efforts that benefit children.

Tim graduated from Miami University, Farmer School of Business, with a Bachelor’s degree in Finance. He returned to his hometown to bring leadership and commitment to the Cincinnati market and community. He is a member of United Way Tocqueville Society, Cincinnati USA Regional Chamber, the Goering Center, the Cincinnati Association for Corporate Growth, Queen City Club and Kenwood Country Club.

About Robert M. Twitchell, MBA, CFA

As a Managing Director at Oxford Financial Group, Ltd., Rob uses his expertise in asset allocation and public and private investments to balance return potential with risk. Rob’s emphasis on building strong relationships, coupled with his ability to create and execute on multi-layer wealth strategies, embodies Oxford’s overall approach to comprehensive wealth management.

Prior to Oxford, Rob served as Vice President at JPMorgan Asset Management, where he headed the institutional advisor team’s central region. In this role, Rob advised more than 200 leading private wealth advisory firms on asset allocation and manager selection, specializing in institutional equity and fixed income strategies, alternative investments, behavioral finance and structured notes. Prior to that, Rob held positions in investment strategy, business development and client relationship management.

Rob earned his undergraduate degree from Indiana University’s Kelley School of Business and his Master’s degree from Georgetown University.

Rob is passionate about serving the financial community and was elected by his peers to be President of the CFA Society of Indianapolis in 2008-2009. He served on the Board of Directors of the CFA Society for more than a decade. He continues to contribute his talents and expertise by speaking on a variety of investment topics. He also co-authored a white paper on alternative investments titled “Post Modern Portfolio Theory,” which he presented to the National Association of Personal Financial Advisors, the New York Financial Planning Association (FPA) and the Houston Alternative Investment Forum.

Rob is a past chairman of the Well House Society advisory board for the Indiana University Foundation. For over a decade, he also served as a volunteer member of both the investment committee for the Christian Theological Seminary and the finance committee for the Ronald McDonald House of Central Indiana.

About Peter N. Reist, CPA/PFS, AIF^®

Peter Reist is a Managing Director with Oxford Financial Group, Ltd. In this role, Peter provides personal financial planning and private office services to executives and high-net-worth families. By using his financial, tax and estate expertise, he focuses on each client to individualize a plan to meet specific goals within their risk tolerance. Peter’s background also lends itself well to addressing the needs of Oxford’s institutional clients, including endowments, foundations and other tax-exempt pools of assets. He also applies his financial acumen as a frequent presenter of financial planning seminars to executives, entrepreneurs and employee groups.

Prior to joining Oxford, Peter was a managing director with KSM Capital Advisors, LLC, a registered investment advisor. There, he worked closely with clients on a variety of income and estate planning matters.

Peter was also a tax partner at Katz, Sapper & Miller, where he had been employed since 1988. Prior to that, he was a public accountant with Price Waterhouse. His years of experience in federal, state and real estate taxation involving individuals, S-corporations and partnerships allow him to draw on that expertise for his clients’ benefit.

A graduate of Manchester College, Peter holds a Bachelor of Science degree in Accounting and is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and an Accredited Investment Fiduciary® (AIF®). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society (INCPAS).

Peter is a board member of the Carmel Clay Public Library, the Indiana Repertory Theatre and St. Mark’s United Methodist Church Finance Committee. In addition, he is a member of the Professional Advisor Leadership Council for the Central Indiana Community Foundation, and has been active with the American Cancer Society for over twenty years.

About Zachary S. Littleton, MBA

Zach Littleton is a Managing Director with Oxford Financial Group, Ltd. In this role, he serves new and existing Oxford clients and their families implementing unique investment and generational wealth planning strategies.

Prior to joining Oxford, Zach spent nearly fifteen years with J.P. Morgan’s Private Bank in Chicago and West Michigan, where he served families across all their banking, investment and generational wealth transfer needs. He brings a deep understanding of business succession planning and executive compensation dynamics. He has also worked with families across generations in aligning investment portfolios to help meet their distinct family and philanthropic goals.

Zach earned a Bachelor of Arts in Finance from Michigan State University. He earned his Masters of Business Administration with a concentration in Finance and Entrepreneurship from The University of Chicago Booth School of Business.

Zach and his wife, Laura, have four children and live in Ada, Michigan. They enjoy golf, skiing and weekends at Horsehead Lake. Zach has a passion for education and has served as a board member and classroom volunteer for Junior Achievement of the Michigan Great Lakes, while Laura has served with the Junior League of Grand Rapids and Thornapple Mothers of Preschoolers (MOPS).

About Richard V. Hall, MBA, CFP^®

Richard Hall is a Managing Director at Oxford Financial Group, Ltd., where he demonstrates his unique ability to bring clients expert solutions to investment goals. Richard focuses on helping individuals by ensuring they are well educated and understood through the process. This understanding helps clients feel confident in their partnership with Oxford.

Richard specializes in investment management, financial planning, estate planning and client service—advising highnet-worth individuals, families and institutions. He brings nearly 26 years of experience serving individuals and families with broad financial planning expertise.

Prior to joining Oxford, Richard was the Investment Director for PNC Bank in its Wealth Management division. Prior to that he served as an investment manager for Standard Federal Bank.

Richard is a graduate of Wayne State University with both a bachelor of science and a master of business administration with a focus on investment finance. He is a CERTIFIED FINANCIAL PLANNER^™ professional.

Richard is involved in a number of charitable and community endeavors. He and his wife, Christina, live in Greenwood, Indiana with their three children.

Richard aims to make his clients feel confident in the investment planning process and rest easier knowing that they have someone on their team who understands what they are facing and will partner with them to help make their goals a reality.

About C. Richard Davis II, JD, CFP^®

Rick Davis is a Managing Director within Oxford’s Family Office Services practice. He is also a member of Oxford’s Board of Directors, Compensation Committee, Partners Legacy Committee and Mayfair Committee.

Rick strongly embodies the “Oxford Advantage.” He brings an owner’s mentality to the business owner and other clients he serves. He is creative, results-oriented and focused on client satisfaction. He possesses exceptional expertise in his field.

At Oxford, Rick serves client families in the areas of wealth accumulation, multi-generational estate planning, business succession, charitable giving, investment strategy, risk mitigation and family governance and legacy strategies.

Clients choose to work with Rick because of his unique background in law and business and his ability to facilitate conversations that assist clients in identifying their goals, which can enable them to be more intentional in their planning. Rick is also adept at coordinating Oxford clients’ other professional advisor relationships to derive maximum value.

Rick graduated in 1981 with High Distinction from Indiana University’s Kelley School of Business with a Bachelor of Science degree in Business Finance. After graduating from the University of Michigan Law School, where he was an Editor of the Michigan Law Review, he practiced law in New York City with Sullivan & Cromwell, a prominent Wall Street law firm, advising investment banking, financial institutions and large industrial clients in the areas of securities regulation and finance.

Prior to joining Oxford, Rick was a co-owner of a three-generation family business in Indianapolis, where his responsibilities included finance, strategic planning and oversight of legal, tax, accounting, governance and insurance matters.

Rick is Vice Chairman Emeritus of the AAA Hoosier Motor Club Board of Directors and its related insurance subsidiaries. Rick has worked with numerous charitable and philanthropic organizations, most recently serving as a member of the National Lay Review Committee of the Juvenile Diabetes Research Foundation, where he helps oversee the distribution of more than $120 million in funding for Type 1 diabetes research each year.