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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.

Kristina R. Baron, MBA Co-Managing Partner & Managing Director
Co-Managing Partner & Managing Director
Kristina R. Baron, MBA
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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Jarret D. Blum, CWS® Chief Development Officer & Managing Director
Chief Development Officer & Managing Director
Jarret D. Blum, CWS®
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Chief Wealth Planning Officer
Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®
Chief Marketing Officer
Investment Management Group - Oxford Financial Group, Ltd.

Vcard

Alexandra L. Neff
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