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Jeffrey H. Thomasson, MBA, CFP®

wpengine on February 14, 2023

About Jeffrey H. Thomasson, MBA, CFP®

As the CEO and Managing Director of Oxford Financial Group, Ltd. Jeff Thomasson is solely focused on providing premier elite wealth enhancement experiences to individuals and families across many states. Jeff founded Oxford in 1981 upon receiving his MBA from the Indiana University Graduate Business School.

Jeff passionately reaches for higher levels of service and more customized solutions for clients, which ultimately drives Oxford’s ability to help a greater number of individuals. Each client receives incredible time, attention and care, and this corner-stone allows clients to achieve their goals, some of which they didn’t know they had.

From creating investment opportunities to hiring the most caring and talented team members, everything Jeff does at Oxford is focused on a desire to gain an absolute understanding of each client’s needs in order to deliver advice and solutions that earn the client’s ultimate confidence.

Jeff is involved in numerous private foundations and thoroughly enjoys philanthropy. Through the Thomasson Foundation, he and his family have awarded hundreds of scholarships to deserving college students over many years. Two of Jeff’s favorites are annual scholarships for graduating Zionsville High School seniors in honor of Lloyd and Jane Taylor, as well as the Oliver L. Warner Educational Scholarship he provides through the Boone County Community Foundation. These two families had a life changing impact on Jeff’s youth.

Jeff is a member of the YPO Gold and Chief Executives Organization and serves on the board of Baseline Fitness, LLC and numerous family foundations. Previously, he served on the boards of POLYWOOD®, Ontario Systems, Parkway Company, Paylink Payment Plans of Chicago, Illinois, Leadership Network of Dallas, Texas, Union Federal Bank, Indiana Bancshares, Waterfield Mortgage Corporation, Flight Options, Syndicate Systems, The Hudson Institute, Park Tudor School, Indiana Repertory Theatre and the Indianapolis Symphony Orchestra.

Jeff’s abundance of experience and expertise allows him to contribute in some direct way to every clients’ financial and mental peace of mind. At Oxford, each client can be confident that their affairs are being watched, strategically executed on and coordinated by an experienced, client-focused organization delivering comprehensive wealth management solutions.

Kristina R. Baron, MBA

wpengine on February 18, 2023

About Kristina

As Co-Managing Partner and Managing Director at Oxford Financial Group, Ltd., Kristina Baron coordinates cohesive investment and wealth enhancement strategies, focusing primarily on Oxford’s unique Aspirational Solutions and Diversifier Strategies. Additionally, she holds a key leadership role and serves as a member of Oxford’s Board of Directors, the Oxford Executive Council and as Chair of the Oxford Investment Board. Kristina’s high-touch approach, attention to detail and adherence to Oxford’s exceptionally high standards and best practices helps ensure that clients are confident in the advice and outcomes she and the rest of the team provide.

Due to Kristina’s depth of experience working with Oxford’s investment research team, the Oxford Investment Fellows®, she is skilled at educating clients on Oxford’s fully transparent and completely aligned fee structure. She is well-informed on how Oxford’s size and scale in the industry make it possible for Oxford to access many of the most unique and top-performing investment opportunities available in the industry.

Prior to joining Oxford, Kristina served as a Vice President and Regional Director for Goldman, Sachs & Co. There she mentored financial professionals, institutions and ultra-high-net-worth clients on the proper placement of specific Goldman Sachs solutions, including hedge funds, private equity, mutual funds and exchange traded funds (ETFs). She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting. Prior to Goldman, Kristina spent several years at Fidelity Investments. She has dedicated her career to providing the best possible investment strategies, banking solutions and genuine care to her clients.

Kristina earned her bachelor of science degree in financial services management from Johnson & Wales University. She went on to earn a master of business administration (MBA), graduating summa cum laude with concentrations in global finance and global business leadership.

Kristina has the unique ability to provide clients with the peace of mind required to help ensure that their legacy will continue for generations to come.

Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA

wpengine on February 21, 2023


About Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA

Bo Ramsey serves as Co-Managing Partner & Chief Investment Officer for Oxford Financial Group, Ltd. In this role he oversees Oxford’s Investment Management Group and the Oxford Investment Fellows® by establishing the long‐term investment vision, philosophy and strategies for Oxford’s CIO practice. Bo acts as the lead oversight for all investment manager due diligence criteria and asset allocation policies. He is individually responsible for sourcing and vetting specific private market investments and for performing investment research. Bo serves on the Senior Leadership Committee, Oxford Investment Board and Mayfair Board.

Prior to joining Oxford, Bo served as Co‐Chief Investment Officer at Pendyne Capital, LLC where he managed alternative investment portfolios including a $150 million private equity and venture capital portfolio and an $80 million hedge fund portfolio. He also served on the board of directors for three portfolio companies. Prior to his time at Pendyne Capital, Bo was Deputy Chief Investment Officer at Indiana Public Retirement System, where he managed the $3.5 billion private equity, $6.3 billion public equity and $2.7 billion risk parity portfolios.

Bo received his Bachelor of Science and his Master of Business Administration from Indiana University Kelley School of Business. He received his Juris Doctor from Indiana University McKinney School of Law, where he graduated cum laude. He is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.

Bo is a Board Member and Investment Committee Member of the Indianapolis Symphony Orchestra Foundation, an Advisory Board Member of Pacenote Capital, LLC and a Board Member of Top Echelon Software, LLC, IDW, Inc., Tile-Redi, LLC, Baseline Fitness, LLC and publicly traded Stryve, Inc. (NASDAQ: SNAX). Bo is a former Board Member of POLYWOOD, LLC.

Bo is married and has three children and one dog. His hobbies include running,  paddle boarding, golf, reading and travel. He is a fan of Indiana University sports, the Indianapolis Colts and the Chicago Cubs.

Jarret D. Blum, CWS®

ekiser on May 1, 2024

About Jarret D. Blum, CWS®

Jarret D. Blum is Chief Development Officer and Managing Director for Oxford Financial Group, Ltd. In this capacity, Jarret leads our Managing Directors in the management of their practice and ensures the firm provides the Oxford Quality experience the firm is known for. Jarret is the Chair of Oxford’s Value Council Committee and a member of the Senior Leadership Team.

Jarret has over 20 years of experience in the investment industry with a valuable and unique mix of advisory management expertise. Prior to joining Oxford, Jarret served as Executive Director to the Select Advisor Group at J.P. Morgan Wealth Management and led their most senior advisors in generating over $100 million in annual revenue. In his tenure at Morgan Stanley & Co. LLC, Jarret worked as a Financial Advisor to ultra-high-net-worth families for 10 years, providing planning and portfolio advice by integrating hedged equity portfolios, complex option strategies and equity syndicate. He then joined the senior leadership team to further develop Morgan Stanley’s advisory group. Additionally, his professional background includes leadership roles at Charles Schwab & Co., Inc. where he led complexes with over $12 billion in investible assets.

Jarret is a former NCAA Lacrosse player. He holds a bachelor’s degree from Catawba College in North Carolina and received the Certified Wealth Strategist® certification from Cannon Financial Institute. He is frequently invited to speak on practice management, business development, alternative investments and economics for numerous professional organizations, educational groups and societies across the United States.

Jarret lives in Chicago with his wife, Dr. Debra Selip, and their three children. Their family enjoys winters skiing in Telluride, Colorado and summers on Delavan Lake in Wisconsin.

Brian D. Copsey, MAcc, CFA, CPA (Inactive)

ekiser on January 7, 2025

About Brian D. Copsey, MAcc, CFA, CPA (Inactive)

Brian Copsey serves as Chief Financial Officer (CFO) for Oxford Financial Group, Ltd., providing executive leadership and strategic oversight of the firm’s finance organization. He is a member of the Senior Leadership Team and Value Council.

As the CFO of Oxford, Brian brings a wealth of experience in financial leadership and a balanced approach to operational and financial challenges. His background spans Fortune 100 corporate finance, direct investing and M&A advisory, complemented by his expertise in technical accounting. Throughout his career, Brian has proven adept at identifying key insights and crafting innovative solutions to complex financial issues.

Before joining Oxford, Brian served as Senior Vice President of Finance and Capital Markets for a family office, where he led critical project financing initiatives, sourcing and securing debt and mezzanine financing and managing significant investment activity. Prior roles include senior financial positions at United Airlines, Brookfield Asset Management, Pine River Capital Management and PwC, where he delivered strategic financial planning, operational oversight and market research in various high-impact capacities.

Brian received his Bachelor of Business Administration and his Master of Accounting (MAcc) from the University of Wisconsin. He is a Chartered Financial Analyst® (CFA® charterholder) and received his Certified Public Accountant (CPA) certificate. Brian is an active member of the CFA Society of Indianapolis.

Brian serves as an Advisory Board Member for the Faith & Action Project, a multi-sector, interfaith, collaborative approach to inspiring a pathway from poverty to prosperity in Central Indiana.

Brian resides in Indianapolis with his wife, their son and their Labradoodle. In his leisure time, he enjoys golfing, paddle tennis, running and traveling.

Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®

ekiser on October 10, 2025

About Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®

Russ DeLibero is the Chief Wealth Planning Officer at Oxford Financial Group, Ltd. In this role, he leads complex and sophisticated estate and wealth planning initiatives while providing strategic direction to the Family Office Services Technical (FOST) team. He is also a member of Oxford’s Senior Leadership Team.

With more than 20 years of experience in financial planning, Russ brings deep expertise and perspective to his work with ultra‐high‐net‐worth families. Before joining Oxford, he served as a Vice President in the Asset and Wealth Management division of Goldman Sachs, where he advised families on trust and estate, tax, retirement, philanthropic and insurance planning. He also led the firm’s Private Placement Insurance efforts. Prior to Goldman Sachs, Russ was a Vice President in Merrill Lynch’s Wealth Structuring Group, where he led a team focused on trust, estate and insurance planning.

Russ earned a Bachelor of Science degree in Finance from Rutgers University and a Master of Science degree in Financial Services from The American College. He later earned his Doctor of Philosophy (PhD) in Financial and Retirement Planning from The American College.

Russ holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Accredited Estate Planner (AEP®) designations. A recognized thought leader, Russ is a national speaker and author, presenting at leading institutions such as Heckerling, National Association of Estate Planners & Councils (NAEPC), USC and Emory. He is also a member of the Atlanta Estate Planning Council.

Russ resides in Marietta, Georgia, with his wife, Jenn, and their son. Outside of his professional work, he enjoys motorsports racing, traveling and running.

Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP

wpengine on February 21, 2023



About Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP

Sue McMillen is the Chief Talent Officer for Oxford Financial Group, Ltd. She is responsible for all human resource strategies including talent acquisition, organizational development, leadership development, performance management, corporate culture and total rewards. She also provides oversight and executive leadership for the Talent Management and Administrative Services teams. Sue is a shareholder and serves on the Senior Leadership Team, Compensation Committee and chairs the Retirement and Ethics Committees.

Sue has extensive experience in training and development, organizational change, employee relations, employee communications, compensation and benefits administration, affirmative action and employment law. Sue was recognized for her excellence in performance by being awarded the Oxford Financial Group, Ltd. 2011 CEO Salute Award. Sue’s vast experience has given her keen insight ranging from smaller, privately held organizations to Fortune 500 companies.

Prior to joining Oxford, Sue accrued more than 20 years experience in the financial services industry in human resources, senior leadership and operations positions.

Sue graduated from Valparaiso University with a Bachelor’s degree in Business Administration with a concentration in Human Resources. She obtained her Master’s degree from Indiana University and graduated from the Stonier Graduate School of Banking at Georgetown University. She has earned her Senior Professional in Human Resources (SPHR®), SHRM Senior Certified Professional (SHRM-SCP) and Certified Employee Benefits Specialist (CEBS) designations. The International Foundation of Employee Benefits has certified her as a Group Benefits Associate (GBA). Sue is also a member of the Society for Human Resource Management (SHRM®).

Alexandra L. Neff

ekiser on March 25, 2025

About Alexandra L. Neff

Alexandra (Alex) Neff is Chief Marketing Officer for Oxford Financial Group, Ltd. She is responsible for marketing strategy and growing awareness for the Oxford brand. In this role, Alex utilizes her over 15 years of experience driving innovative brand marketing, public relations and strategic initiatives to lead transformative marketing of the Oxford brand to create lasting impact and drive the growth of the firm.

Known for a unique blend of creativity, data-driven insights and leadership, Alex has played a pivotal role in elevating brand identities, crafting compelling narratives and driving revenue growth across multiple markets. Throughout her career, Alex has honed her expertise in developing high-impact marketing strategies that resonate with diverse consumer segments. With a deep understanding of both traditional and digital marketing, Alex has successfully led cross-functional teams to launch integrated campaigns that connect with audiences, build brand loyalty and increase market share.

Prior to her current role as Chief Marketing Officer, Alex oversaw the global marketing strategy for Brizo®, a luxury fittings brand, where her leadership led to numerous award-winning campaigns and partnerships.

Alex is a graduate of DePauw University and prefers to spend her free time with her German Shorthair Pointer, Mojo, or with friends and family over a nice glass of wine.

Travis R. Armstrong, MBA

ekiser on October 7, 2026

Travis Armstrong serves as Managing Director, Wealth Technology at Oxford Financial Group, Ltd. He leads Oxford’s wealth technology strategy and roadmap, overseeing major platform initiatives, data and reporting, technology operations, cybersecurity and the responsible adoption of AI. Travis is a member of Oxford’s Senior Leadership Team and chairs Oxford’s Technology Committee.

Travis has extensive experience in wealth management platform development, data and reporting and technology operations. Since joining Oxford in 2015, he has held leadership roles across investment operations, data analytics and technology.

Before joining Oxford, he worked in investment advisory and financial advisor roles, focusing on how technology could strengthen internal operations and client engagement.

Travis holds a bachelor’s degree in finance and economics from Trine University and an MBA from Indiana Wesleyan University. He actively participates in industry wealthtech forums, advisory groups and panel discussions on the strategic and practical use of wealth technology and AI.