Managing Directors

As an Oxford client, you work with a Managing Director in our firm who is totally committed to your success. Most of our Managing Directors have ten or more years of industry experience and are Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Public Accountants (CPA) or have earned a JD or an MBA.

CEO & Managing Director
Jeffrey H. Thomasson, MBA, CFP®
Co-Managing Partner & Managing Director
Kristina R. Baron, MBA
Chief Development Officer & Managing Director
Jarret D. Blum, CWS®
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