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Senior Leadership​

Our highly qualified management team allows us to professionally manage the
business while our Managing Directors focus on providing excellence in client service.

Jeffrey H. Thomasson, MBA, CFP® CEO & Managing Director
CEO & Managing Director
Jeffrey H. Thomasson, MBA, CFP®
Jarret D. Blum, CWS® Chief Development Officer & Managing Director
Chief Development Officer & Managing Director
Jarret D. Blum, CWS®
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Chief Marketing Officer
Investment Management Group - Oxford Financial Group, Ltd.

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Alexandra L. Neff
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Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA Co-Managing Partner & Chief Investment Officer
Co-Managing Partner & Chief Investment Officer
Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
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