Headquarters:

Carmel, IN

Year founded:

1981

Number of employees:

200+

Phone:

800 722 2289

Email:

ahansen@suttonplanning.ca

Website:

ofgltd.com

LinkedIn:

linkedin.com/company/oxford-financial-group-ltd

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Brett Bastow, IQumulate Premium FundinG

Jeffrey H. Thomasson, MBA, CFP®

CEO and Managing Director

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

Co-Managing Partner and Chief Investment Officer

Kristina R. Baron, MBA

Co-Managing Partner and Managing Director

Leadership

As the CEO and managing director of Oxford Financial Group, 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. 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.

CEO and Managing Director

Jeffrey H. Thomasson, MBA, CFP®

Bo Ramsey serves as co-managing partner and chief investment officer for Oxford Financial Group. 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 performing investment research. He serves on the Senior Leadership Committee, Oxford Investment Board and Mayfair Board.

Co-Managing Partner and Chief Investment Officer

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

As co-managing partner and managing director at Oxford Financial Group, 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 ensure that clients are confident in the advice and outcomes she and the rest of the team provide.

Co-Managing Partner and Managing Director

Kristina R. Baron, MBA

BRETT BASTOW, IQUMULATE PREMIUM FUNDINGs

Leadership

Jarret D. Blum, CWS®

Chief Development Officer and Managing Director

Jarret D. Blum is chief development officer and managing director for Oxford Financial Group. In this capacity, he leads our Managing Directors in the management of their practice and ensures the firm provides the Oxford Quality experience for which the firm is known. Jarret is the chair of Oxford’s Value Council Committee and a member of the Senior Leadership Team.

Chief Development Officer and Managing Director

Jarret D. Blum, CWS®

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

Chief Financial Officer

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

Chief Financial Officer

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

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

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

Chief Talent Officer

Alexandra L. Neff

Chief Marketing Officer

Nicholas Webber

VP, WC Litigation 

Pam Chhabra

Manager – Residential Strata

Sue McMillen is the chief talent officer for Oxford Financial Group. 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.

Chief Talent Officer

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

Alexandra (Alex) Neff is chief marketing officer for Oxford Financial Group. 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 firm’s growth.

Chief Marketing Officer

Alexandra L. Neff

Cemal Akgul sees the head of risk and collections role as pivotal in guiding and influencing business decisions. He has more than 15 years of experience across financial and government services, most recently with the NDIS, where he was the leading consultant driving the Risk Management process’ nationwide. Prior to that, he served various roles at BMW Finance across the United States, Hong Kong, Germany and Australia. During Akgul’s tenure at BMW Finance, he predominately worked in risk management, guiding the organisation through seismic changes between 2016 and 2018. In his time prior, he was based out of New York, leading BMW Finance’s American subsidiary's market risk and data analytics teams between 2011 and 2016. Akgul values a balanced approach to business, encourages a positive work culture and is passionate about teaching and guiding the business and individuals at IQumulate.

Head of Risk and Collections

Cemal Akgul

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Commercial Manager

Stephen McMillan

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.” “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, creating a competitive advantage with the potential to allow IQumulate to command premium pricing or capture a larger market share. “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

Adam Basaldella

Manager – Claims

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

Claire Watson

Product Manager

Claire Watson

Product Manager

Claire Watson

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Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country, with oversight of more than $35 billion in assets under advisement (including assets under management as of December 31, 2023). Oxford has 25 managing directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis, and Palm Beach (as of December 31, 2024). With special expertise in bespoke generational solutions, aspirational solutions and diversifier strategies, Oxford has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 44 years. At Oxford, our clients don’t just work with employees – they work directly with partners who are owners of the firm. As a privately held company, we understand the challenges and complexities of running a family business and managing family wealth. As a firm founded on planning, we take a holistic approach that considers each client’s entire financial picture – not just their investment portfolio. Our role is to be more than investment advisors; we are partners in navigating financial decisions that help create successful outcomes with lasting impact. Our selectivity in client relationships allows us to focus intensely on each family we serve, providing personalized solutions that address their unique needs. Whether a client is well-versed in financial planning or just beginning to understand wealth management, we meet them where they are. We take the time to listen, understand their goals and tailor our approach – whether that means delving into details or providing high-level summaries based on the client’s preferences. The benefits of exclusivity at Oxford go beyond prestige. They reflect a deliberate strategy to help ensure our clients receive the highest level of service, expertise, and alignment. It’s about building lasting partnerships with the aim of promoting growth, protecting family legacies, and encouraging positive outcomes across generations.

IQumulate invests in education and people, which are vital to attracting new business and talent to the company. “We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.” Clients can also expect a lot from working with IQumulate. “Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”

DISCLOSURE Oxford Financial Group Ltd. is a registered investment advisor (RIA) registered with the Securities and Exchange Commission (SEC) and is headquartered in Carmel, Indiana. Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our Disclosure Form ADV and Privacy Policy, call 800 722 2289 or contact us at info@ofgltd.com.