Secure client login

Ben A. Ault, MSc

wpengine on February 21, 2023


About Ben A. Ault, MSc

Ben Ault is a Managing Director and Oxford Investment Fellow with Oxford Financial Group, Ltd. In this role, Ben is responsible for the sourcing, evaluation, execution and management of direct private equity investments and is a key member of the Oxford Mayfair Investment Committee. The Mayfair initiative focuses on making direct private equity investments in privately held companies.

Prior to joining Oxford, Ben spent more than 15 years as a Managing Director with Grey Mountain Partners, a middle-market private equity firm that grew to acquire 40+ companies and manage approximately $750 million in aggregate commitments across three private equity funds. During his time there, he managed external relationships for the firm, sourced investment opportunities, conducted due diligence, negotiated M&A transactions and served as a board member for six portfolio companies. Prior to Grey Mountain Partners, Ben was an Investment Banking Analyst with the M&A group of Goldman Sachs.

Ben received his Bachelor’s degree in Economics from Indiana University, graduating magna cum laude, Phi Beta Kappa and with honors. He received his Master’s degree from the London School of Economics where he graduated with merit.

Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA

wpengine on February 21, 2023


About Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA

Bo Ramsey serves as Co-Managing Partner & Chief Investment Officer for Oxford Financial Group, Ltd. In this role he oversees Oxford’s Investment Management Group and the Oxford Investment Fellows® by establishing the long‐term investment vision, philosophy and strategies for Oxford’s CIO practice. Bo acts as the lead oversight for all investment manager due diligence criteria and asset allocation policies. He is individually responsible for sourcing and vetting specific private market investments and for performing investment research. Bo serves on the Senior Leadership Committee, Oxford Investment Board and Mayfair Board.

Prior to joining Oxford, Bo served as Co‐Chief Investment Officer at Pendyne Capital, LLC where he managed alternative investment portfolios including a $150 million private equity and venture capital portfolio and an $80 million hedge fund portfolio. He also served on the board of directors for three portfolio companies. Prior to his time at Pendyne Capital, Bo was Deputy Chief Investment Officer at Indiana Public Retirement System, where he managed the $3.5 billion private equity, $6.3 billion public equity and $2.7 billion risk parity portfolios.

Bo received his Bachelor of Science and his Master of Business Administration from Indiana University Kelley School of Business. He received his Juris Doctor from Indiana University McKinney School of Law, where he graduated cum laude. He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.

Bo is a Board Member and Investment Committee Member of the Indianapolis Symphony Orchestra Foundation, an Advisory Board Member of Pacenote Capital, LLC and a Board Member of Top Echelon Software, LLC, IDW, Inc., Tile-Redi, LLC, Baseline Fitness, LLC and publicly traded Stryve, Inc. (NASDAQ: SNAX). Bo is a former Board Member of POLYWOOD, LLC.

Bo is married and has three children and one dog. His hobbies include running,  paddle boarding, golf, reading and travel. He is a fan of Indiana University sports, the Indianapolis Colts and the Chicago Cubs.

Jeffery H. Stroman, CPA (Inactive)

wpengine on February 21, 2023


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.

Julia S. Weaver, JD, LL.M.

wpengine on February 21, 2023


About Julia S. Weaver, JD, LL.M.

Julia Weaver is a Managing Director and Family Office Fellow for Oxford Financial Group, Ltd. She brings over two decades of experience working with clients and advisors to structure and protect comprehensive estate and business succession plans.

Prior to joining Oxford in 2015, Julia practiced law in the area of wealth transfer and business succession planning. She also served as a Senior Wealth Strategist covering a seven-state area where she oversaw wealth strategy, business succession planning and charitable planning for affluent families.

Julia earned her Doctor of Jurisprudence from Indiana University’s Robert H. McKinney School of Law in 1994 and Master of Laws in Taxation cum laude in 2017 from the University Of Alabama School of Law. She has lectured extensively on estate planning and exit planning strategies to both professional and client audiences.

Julia is a member of the Indianapolis Bar Association Estate Planning and Administration Section and Indiana State Bar Association. She is also a member of the Estate Planning Council of Indianapolis, the Professional Advisor Leadership Council (PALC) for the Central Indiana Community Foundation and the Planned Giving Committee for the Indianapolis Zoo.

Julia previously served as the Chair of the Indianapolis Bar Association Estate Planning and Administration Section (2015) as well as the Chair of the Low Asset Will Program and the Pro Bono Standing Committee for the Indianapolis Bar Association. In addition, Julia was formerly a board member for the Leukemia and Lymphoma Society of Indiana and Key Club Chairperson in the banking industry for the United Way of Central Indiana.

Julia lives with her family on Morse Reservoir in Noblesville, Indiana, and enjoys water sports, running and traveling.

Kara J. Talbott, MSIA, CPA/PFS, CFP®

wpengine on February 21, 2023


About Kara J. Talbott, MSIA, CPA/PFS, CFP®

As a Managing Director and Family Office Fellow at Oxford Financial Group, Ltd., Kara Talbott serves as a technical resource for clients and the partners who support them.

Kara is focused on serving multi‐generational families who have complex trust structures to ensure they are well educated and equipped to enhance their financial legacies. Kara is highly collaborative with clients and their internal and external advisory teams, providing a cornerstone of the exceptional service clients experience at Oxford.

Prior to joining Oxford, Kara spent over eight years in the tax department of Ernst & Young, LLP. While there, she worked with clients on estate and financial planning issues, reviewed complex income and gift tax returns and developed presentations related to a variety of estate and gifting strategies. Kara’s experience at Ernst & Young bolstered her knowledge of the gift, estate and tax technical skills she uses to provide Oxford’s clients with high‐level planning support.

Kara graduated from Purdue University’s Krannert School of Management with a  bachelor’s degree in accounting and finance. She went on to receive her master of science in industrial administration.

Kara and her husband live in south central Indiana and have two adult children. Kara enjoys time with her family and the tranquility of her home’s rural setting. She is involved in her community, supports various organizations including the local community foundation and is an Elder in her church.

Kara’s premier service and expertise allows clients to gain ever‐increasing confidence and trust in their wealth enhancement strategies as they continue to rely on Oxford to help navigate the complexities of their financial lives.

Scott M. Simmons, JD, LL.M.

wpengine on February 21, 2023


About Scott M. Simmons, JD, LL.M.

Scott Simmons serves as a Managing Director and Senior Wealth Strategist with Oxford Financial Group, td. Scott works to enhance the Family Office Services Team’s overall presence and value by developing enhancements to Oxford’s wealth governance strategies.

As a significant contributor to Oxford’s Family Office Services practice, Scott serves as a lead technical resource and subject matter expert for the team. He brings more than two decades of experience working with clients and advisors to develop strategies for tax and estate planning. His primary focus is working with Oxford’s clients to review and understand their current tax, trust and estate goals, and to then create strategies aimed at accomplishing those goals and helping to efficiently minimize the effects of taxes, administration delays and transfer costs associated with their wealth transfer plans.

Prior to joining Oxford, Scott served as a Wealth Strategist at Charles Schwab. While there, he worked with clients throughout the country providing education and understanding of various trust, tax and estate planning strategies, developed and gave presentations on estate planning and transfer strategies and served as an internal resource and partner for materials related to tax, estate and financial planning issues.

Scott received his Bachelor of Science degree in Business Administration from Arkansas Tech University. He received his Juris Doctor from the University of Arkansas School of Law, and his Master of Laws in Taxation from the University of Denver. Scott is a licensed attorney in the state of Arkansas.

Scott lives with his wife and daughter in Fishers, Indiana. He enjoys taking advantage of the sporting, recreational and cultural activities that the Indianapolis area has to offer.

Tim E. Wittenbrook, CFP®

wpengine on February 20, 2023

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 PLANNERTM 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.

Robert M. Twitchell, MBA, CFA

wpengine on February 20, 2023

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.

Peter N. Reist, CPA/PFS, AIF®

wpengine on February 20, 2023

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.

Zachary S. Littleton, MBA

wpengine on February 20, 2023


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).