Oxford Financial Group, LTD

Charles Davis II is a CFP® and Series 65-registered financial advisor with 18 years of industry experience. He has been with Oxford Financial Group, LTD since 2007. Outside of his advisory role, he serves on the Board of Directors and is Vice Chair Emeritus of AAA Hoosier Motor Club and related entities. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management along with access to private investment platforms.

Stephen Wilkins is a financial advisor at Oxford Financial Group, LTD in Atlanta, GA, holding the ChFC® designation and Series 63 license with 29 years of industry experience. His prior roles include positions at The Leaders Group, Inc., High Ground Company LLC, and Soundriver Advisors, LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes diversified asset allocation across public and private markets, offering both discretionary and non-discretionary management alongside private pooled investment vehicles.

Jacqueline Armstrong is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Ameriprise Financial Services. Outside of her advisory role, she manages a professional music business called The Sax Guy. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management along with access to private market and alternative investments.

Barton Francis is a CFP® professional with 20 years of industry experience. He is currently with Oxford Financial Group, LTD, where he has worked since 2023, following a 13-year tenure at Bessemer Investor Services, Inc. Oxford Financial Group serves ultra-high-net-worth individuals and institutional clients, providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated fiduciary services.

Melissa Krumm is a financial advisor at Oxford Financial Group, LTD with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Sanctuary Wealth, and ACA Compliance. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, offering both discretionary and non-discretionary management alongside private market investment opportunities.

Kristina Baron is a financial advisor at Oxford Financial Group, LTD with 18 years of industry experience. She has been with Oxford since 2016 and previously worked at Goldman Sachs from 2010 to 2016. Baron serves as Vice President of the Valiant Foundation, a charitable giving organization. Oxford Financial Group provides family office services, CIO-led portfolio construction, and fiduciary support to ultra-high-net-worth individuals, families, and institutional clients. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management alongside access to private market and alternative investments.

Tania De Vries is a financial advisor at Oxford Financial Group, LTD with a Series 65 designation and experience in the financial services industry beginning in 2024. Prior to joining Oxford, she worked at Innovia Wealth, PNC Bank, and Huntington National Bank. She is also a licensed attorney with involvement in nonprofit advisory roles, including committee and board positions at The Legal Assistance Center of West Michigan, Guiding Light Ministries, and West Catholic High School. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets, offering both discretionary and non-discretionary management alongside private investment platforms and affiliated trust services.

Michelle Reichert is a CFP®-certified financial advisor with three years of industry experience. She has worked at Oxford Financial Group, LTD since 2008, with a three-year period at Fifth Third Bank from 2019 to 2022. Reichert holds a Series 63 designation and is based in Carmel, IN. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer support, and fiduciary functions. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market investments through affiliated private-investment platforms.

Daniel Ford is a CFA® charterholder with eight years of industry experience. He has been with Oxford Financial Group, LTD since 2017 and previously worked at the Indiana Public Retirement System from 2015 to 2017. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio management, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, along with access to private market and alternative investments.

Peter Reist is a financial advisor with Oxford Financial Group, LTD in Carmel, IN, holding the PFS™ designation and Series 65 license. He has 22 years of industry experience and has been with Oxford Financial Group since 2010. Outside of his advisory role, he serves as a board member of the Indiana Repertory Theatre. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation and diversification across public and private markets and offers both discretionary and non-discretionary management, including private pooled investment vehicles and direct-investment programs.

David Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Oxford Financial Group, LTD since 2017 and spent nine years at William Blair & Co., LLC prior to that. As an Oxford Investment Fellow, he serves on Limited Partner Advisory Committees for certain underlying investment funds without compensation. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements, offering both discretionary and non-discretionary management along with access to private market and alternative investments.

Jameson Stady is a CFP®-certified financial advisor at Oxford Financial Group, LTD with eight years of industry experience. His prior roles include positions at Facet Wealth, ETRADE Securities, Charles Schwab, and a brief tenure with the Atlanta Braves. He is based in Atlanta, GA. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, offering both discretionary and non-discretionary management alongside private market and alternative investment opportunities.

Robert Ramsey III is a CFA® charterholder with five years of industry experience, currently serving at Oxford Financial Group, LTD since 2021. His prior roles include positions at Pendyne Capital LLC and the Indiana Public Retirement System. Outside of his advisory work, he holds leadership roles in several non-investment businesses, including CEO and secretary positions at Baseline Fitness, LLC and related entities, and serves on the boards of the Indianapolis Symphony Orchestra Foundation and multiple private companies. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, offering family office services, CIO-led portfolio construction, and access to private market and alternative investments. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, providing both discretionary and non-discretionary management alongside private pooled vehicles and direct-investment programs.

Christopher Gioia is a financial advisor at Oxford Financial Group, LTD, holding a Series 65 designation. He has industry experience dating back to 2009, with prior roles at Cowen Inc., ArmaVir Partners, and Tannenbaum Capital Group. Gioia is based in Palm Beach, Florida. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients, offering family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and provides both discretionary and non-discretionary management, along with in-house private-investment platforms and affiliated fiduciary services.

Jason Brinks is a CFP® professional with 17 years of industry experience, currently serving at Oxford Financial Group, LTD since 2011. He holds the Series 63 designation and is based in Carmel, Indiana. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and maintains a long-established fee-only model with affiliated trust and private investment capabilities.