INDIANAPOLIS OFFICE
11711 North Meridian Street
Suite 600
Carmel, Indiana 46032
P.O. Box 80238
Indianapolis, Indiana 46280-0238
Toll-free: 800.722.2289
Phone: 317.843.5678
Fax: 317.843.5679
Privacy Policy / Disclaimer
About Us — Videos
Hear about Oxford from its founder and others who help make Oxford the thoughtful, insightful and committed company its clients have come to trust.
About Oxford
- Best Day
What characteristics exemplify Oxford on its best day? Find out here.
- The Oxford Advantage
Jeff Thomasson gives an overview of the advantages of working with Oxford and provides questions anyone should ask when looking for a financial advisor.
- Thoughtful, Insightful, Committed
These words mean a lot at Oxford, as they describe the company, its team members and how they work to serve clients’ financial goals.
- What Makes Us Oxford?
Oxford’s dedication to its clients’ success means success for the company as well. A few of the leaders explain here.
Leadership
- JEFFREY H. THOMASSON, MBA, CFP®, Chief Executive Officer & Managing Director
Jeff shares a little of the history of Oxford and how its Midwest values and global investment opportunities provide outstanding service to clients.
- MARK M. GREEN, CFA, Chief Investment Officer
Mark reviews ideas about identifying the best financial advisor for you, as well as how Oxford chooses the money managers it recommends.
- SUE A. McMILLEN, MBA, SPHR®, CEBS, Chief Talent Officer
Sue shares how thoughtful, insightful and committed team members give Oxford clients the outstanding service they expect.
- THOMAS A. GUNDERSON, MBA, CFA, Senior Investment Strategist
Tom discusses the depth of experience of Oxford’s investment team and how this expertise helps our clients reach their goals and objectives.
- C. RICHARD DAVIS, II, J.D., CFP®, Managing Director
Entrepreneurs have unique needs, and Rick shares how Oxford customizes recommendations to best serve issues from transition plans and succession planning to tax protection.
- BRENDAN G. O’SULLIVAN-HALE, MBA, CFA, Senior Investment Strategist
Oxford’s investment research team is dedicated to finding relevant investments for real people. Because they’re dedicated to investment research and analysis, Brendan and other strategists are able to travel the globe to find the best investment opportunities for clients.
- MICHAEL A. ROSEN, MBA, Managing Director of Private Equity
Oxford’s Mayfair strategy is a unique opportunity for Oxford’s clients to invest directly in privately held, exceptionally managed companies. Mike, as Managing Director of Private Equity, shares Oxford’s dedication to remaining independent and continuing to seek out these and other investment opportunities.
- ROBERT L. SCHAEFER, CFA, CFP®, Director of Investment Research
Oxford helps clients understand and identify exposures to risk in their portfolios. Bob discusses portfolio management, alternative investments, and the importance of strategic and tactical asset allocation.
- ROBERT W. HAUSWIRTH, MBA, CFA, CFP®, CPA/PFS, Managing Director
Oxford offers customized, holistic and objective advice to its clients. Rob explains the importance of the strategic overlook Oxford provides in Chicago’s highly competitive and proprietary market.
- KATHLEEN L. KUEHL, J.D., Managing Director
Kathy discusses wealth transfer planning and how Oxford takes the time to truly understand clients’ objectives and goals, acting as a partner in developing solutions.
- KRISTINE J. MERTA, L.L.M., J.D., Managing Director
Oxford’s commitment to remaining an independent firm ensures that clients will always receive objective advice and excellent service. Kristine shares how she utilizes her legal, estate planning and fiduciary experience to develop creative solutions for her clients.
- JEFFERY H. STROMAN, CPA (Inactive), Managing Director
Institutions often have different needs than families, and Jeff explains how Oxford’s broad experience benefits both.
- LORELEI M. TOLSON, CPA/PFS, CFP®, CIMA, Managing Director
Lorelei discusses the importance of customization and adaptability in financial planning to best serve clients and the joy of seeing a plan come together.