About Laura J. Clark, CFA

Laura Clark is a Managing Director with Oxford Financial Group, Ltd. and a member of Oxford’s Retirement Plan Committee and serves on The Trust Company of Oxford™ Board. Prior to joining Oxford in 2011, Laura was an investment principal at Lowry Hill, a private asset management firm. She has extensive experience in portfolio management and managing client relationships.

Prior to joining Lowry Hill, Laura was a principal and equity partner with Front Barnett Associates, LLC, an independent wealth consulting firm headquartered in Chicago. She also spent 13 years with J.P. Morgan, where she held a variety of positions in corporate finance, institutional equity sales, recruiting and cash management.

Laura earned a Master’s degree in Humanities from the University of Chicago and Bachelor’s degree in Operations Research Engineering from Cornell University. She is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and CFA Society of Chicago.

Laura has a long history supporting her alma mater, Cornell University. She was appointed to the board of trustees in 1992, the youngest person to ever receive this distinction and was appointed emeritus trustee in 2000. She was instrumental in founding the Young Alumni Giving Program and served as the first national chair from its inception in 1989 until 1997. She also worked with seniors at the university to increase giving and served as the national chair of the Cornell Fund from 1999 to 2002, promoting unrestricted giving.

Laura is emeritus Chairman of the Board of Trustees for Holy Trinity High School in Chicago, an inner-city Catholic school. She continues to serve on the Board and on the Executive Committee. She is an emeritus advisory board member for the Glamour Gals, a national organization based in New York City that provides makeovers for nursing home residents.

A Wisconsin native, Laura and her family live in Chicago.

Charles Carter is a Managing Director at Oxford Financial Group Ltd., advising families on simplifying complexity, integrating strategy and stewarding multigenerational wealth. He specializes in guiding entrepreneurs, wealth creators and inheritors through key transitions such as business exits, succession planning and the evolution of family governance.

As “family office” becomes an increasingly broad and often misunderstood term, Charles brings focus and clarity, helping families evaluate advisory options to select a model that fits both current and future needs. He delivers integrated planning that weaves together estate planning, tax strategy and generational decision-making into a single framework. Recognized for his ability to organize and align complex moving parts, Charles coordinates across legal, tax and investment advisors to ensure
strategies are thorough and precisely implemented. His approach provides families with clear direction and consistency through changing circumstances and generational transitions.

With more than 20 years of experience, Charles works closely with clients to define long-term goals, align capital with values and develop lasting strategies that aim to support harmony and financial success. Before joining Oxford, he was Vice President at Highland Capital Brokerage, where he partnered with investment, legal, accounting and insurance professionals throughout the Midwest.

Charles is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planning Advisor and active member of The UHNW Institute. Born in Ohio, he now lives in Indianapolis with his wife and three daughters. He enjoys family travel and is an avid golfer.

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.