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.

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 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.

About Kevin W. Coquillette

Kevin Coquillette is a Managing Director for Oxford Financial Group, Ltd. In this role, Kevin provides multi-generational families, business owners and institutions with guidance on their investment portfolios. His attention to every detail, inquisitive nature and focus on desired outcomes provides the clients he serves with peace of mind around the stewardship of their wealth now and for generations to come.

Prior to joining Oxford, Kevin was a Vice President with Goldman Sachs Asset Management where he worked for nearly a decade. During his tenure at Goldman, Kevin was responsible for developing the firm’s institutional practice and client base. His expertise was in providing council to significant endowments, foundations, pensions and other not-for-profit organizations on customized investment strategies. Additionally, Kevin was a private equity specialist with Goldman Sachs, educating and assisting financial intermediaries in the construction of suitable private market portfolios.

Kevin earned a bachelor of arts degree in economics from DePauw University where he was a Management Fellow.

Kevin lives in Edina, Minnesota with his wife, Maggie, and their two children. A Chicago native, he has an affinity for all things Chicago sports. Kevin is a member of Interlachen Country Club in Edina Minnesota. Outside of work, he enjoys traveling, playing golf, family time and vacationing in Bluffton, South Carolina.

About C. Richard Davis II, JD, CFP^®

Rick Davis is a Managing Director within Oxford’s Family Office Services practice. He is also a member of Oxford’s Board of Directors, Compensation Committee, Partners Legacy Committee and Mayfair Committee.

Rick strongly embodies the “Oxford Advantage.” He brings an owner’s mentality to the business owner and other clients he serves. He is creative, results-oriented and focused on client satisfaction. He possesses exceptional expertise in his field.

At Oxford, Rick serves client families in the areas of wealth accumulation, multi-generational estate planning, business succession, charitable giving, investment strategy, risk mitigation and family governance and legacy strategies.

Clients choose to work with Rick because of his unique background in law and business and his ability to facilitate conversations that assist clients in identifying their goals, which can enable them to be more intentional in their planning. Rick is also adept at coordinating Oxford clients’ other professional advisor relationships to derive maximum value.

Rick graduated in 1981 with High Distinction from Indiana University’s Kelley School of Business with a Bachelor of Science degree in Business Finance. After graduating from the University of Michigan Law School, where he was an Editor of the Michigan Law Review, he practiced law in New York City with Sullivan & Cromwell, a prominent Wall Street law firm, advising investment banking, financial institutions and large industrial clients in the areas of securities regulation and finance.

Prior to joining Oxford, Rick was a co-owner of a three-generation family business in Indianapolis, where his responsibilities included finance, strategic planning and oversight of legal, tax, accounting, governance and insurance matters.

Rick is Vice Chairman Emeritus of the AAA Hoosier Motor Club Board of Directors and its related insurance subsidiaries. Rick has worked with numerous charitable and philanthropic organizations, most recently serving as a member of the National Lay Review Committee of the Juvenile Diabetes Research Foundation, where he helps oversee the distribution of more than $120 million in funding for Type 1 diabetes research each year.

About Neal G. Davis, CFA, CFP^®

Neal Davis serves as Managing Director at Oxford Financial Group, Ltd., where he leads client relationships by providing tailored investment advice and integrating Oxford’s comprehensive offerings into customized solutions that address each client’s unique needs.

Previously, Neal held the role of Vice President and Senior Portfolio Manager in the Private Client Group at Fort Washington Investment Advisors, Inc. There, he oversaw investment strategy, portfolio management and the supervision of assets for ultra-high-net-worth families and institutions. Earlier in his career, Neal spent nine years at Buckingham Advisors as a Senior Portfolio Manager, where he managed client assets, conducted equity research and developed operational efficiencies across the firm.

Neal earned his Bachelor of Science in Family Financial Management from The Ohio State University. He holds the Chartered Financial Analyst (CFA) designation, is a CERTIFIED FINANCIAL PLANNER (CFP®) certificant and has a Series 65 license.

Dedicated to service beyond his professional responsibilities, Neal is a member of the Cincinnati CFA Society and volunteers with Adopt A Class and the Boys & Girls Club of Cincinnati, promoting financial literacy among local youth.

Neal resides in Cincinnati with his fiancée, Chelsea, and their French Bulldog, Cookie. He is passionate about travel, is an avid aviation enthusiast who earned his private pilot license and enjoys supporting The Ohio State Buckeyes, cycling, fitness and reading.

About Tania A. DeVries, JD

Tania DeVries is a Managing Director at Oxford Financial Group, Ltd., where she collaborates with investment and tax planning experts to deliver strategic, customized solutions that align with the financial objectives and life goals of Oxford’s clients.

Before transitioning into wealth management, Tania practiced law for seven years in the private sector in both Detroit and West Michigan. In 2004, she joined the Fifth Third Bank, marking the beginning of her career focused on assisting multi-generational families with complex trust matters. Prior to joining Oxford, Tania served as a Senior Fiduciary Advisor at Hawthorn Family Office Services, PNC Bank, specializing in fiduciary representation and wealth planning for ultra-high-net-worth families.

Tania holds a Bachelor of Arts degree from the University of Michigan and a law degree from the Indiana University Maurer School of Law.

As a dedicated community leader, Tania believes in leveraging her expertise and network to drive positive change in various area not-for-profits. Currently, she serves on the Board of Directors of Guiding Light, an innovative and comprehensive recovery program for men and women. As a former practicing attorney, Tania has been touched by individuals and families unable to afford adequate legal representation. She is, therefore, passionate about supporting the Legal Assistance Center of West Michigan, where she served two terms as President, was a long-standing board member and now sits on its Development Committee.

Residing in Grand Rapids with her husband, Tania has a daughter who is currently pursuing graduate studies and a son in high school. In her spare time, she enjoys traveling with her family and spending free time by the pool or the sandy shores of Lake Michigan.