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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Missy Reichert joined Oxford Financial Group, Ltd. in April of 2008 and serves as a Senior Client Relationship Manager. In this capacity, she works closely with her clients in the development of their financial goals, offering recommendations and following implementation strategies through to fruition.
One of my core beliefs has always been to do what is in the best interest of my clients. Not only is that my belief, but it is the belief of the entire Oxford organization. I want my clients to feel confident that each and every day I will be working diligently to help them attain their financial goals.
Prior to joining Oxford, Missy was a portfolio management associate with National City Bank where she provided support for both the senior investment officer and another portfolio man-ager in the private client group. She has also worked for Smith Barney and Huntington National Bank. In her prior positions, Missy held the Series 6, Series 7, Series 63 and Life and Health Insurance licenses.
In 2012, Missy obtained her Certified Financial Planner (CFP®) designation.
Missy graduated from Ball State University where she received a Bachelor’s degree in Finance.