Reputation

Honoring Timothy M. Dean,

Chief Financial Officer, Retired

Tim Dean served as Chief Financial Officer for Oxford Financial Group, Ltd. from 1999 - 2020. In his capacity as CFO, Tim served on the Board of Directors of Oxford and The Trust Company of Oxford™. Tim’s contribution to Oxford and our clients is invaluable, and the legacy he leaves has forever impacted Oxford for the better. Tim shared, “As my role as Chief Financial Officer transitions to my successor, Catherine Farley, I have reflected on the incredible changes that have taken place during my 21 years at Oxford. Grounded in strong, Midwestern values, our associates work tirelessly to do what’s right for our clients. This 'new normal' will likely be with us for several more months, but it has not changed Oxford’s dedication to you—a commitment to personal service that has carried us forward since our founding in 1981. I am proud to have served this firm for 21 years, and am happy to know that our solid succession plan ensures Oxford will be around for another 21 years and far beyond." Sue McMillen, Chief Talent Officer observed, “Tim Dean exemplified the kind of leadership that I believe has been pivotal to our success. As a vigilant steward of Oxford’s finances, he leaves behind a 21-year legacy of professionalism and integrity. I wish him a happy and well-earned retirement.” Tim truly will be greatly missed by everyone at Oxford. As Lisa Walker, Chief Operations and Risk Officer and CEO, The Trust Company of Oxford™ said, “At Oxford, success is a shared vision across the firm—and it begins at the top. I would like to thank Tim Dean for his wisdom and leadership over the past 21 years. He will be thoroughly missed as he embarks on his next chapter, retirement.” In 2000, Tim was recognized for his excellence in performance with the Oxford Financial Group, Ltd. CEO Salute Award. This honor is awarded once a year by our CEO, Jeff Thomasson, to the associate who most exemplifies Oxford’s values. Jeff Thomasson reflected, “Tim has been a trusted colleague and friend for over two decades. His sound insights and solid judgement, deep loyalty to the firm and impeccable values have contributed significantly to making Oxford what it is today. He will be deeply missed, and I know I speak for the entire firm when I say we wish him all the best as he moves on to his next chapter.”

Reputation

"To improve is to change—to be perfect is to change often."
~ Winston Churchill ~

Honoring Timothy M. Dean,

Chief Financial Officer, Retired

Tim Dean served as Chief Financial Officer for Oxford Financial Group, Ltd. from 1999 – 2020. In his capacity as CFO, Tim served on the Board of Directors of Oxford and The Trust Company of Oxford™. Tim’s contribution to Oxford and our clients is invaluable, and the legacy he leaves has forever impacted Oxford for the better.

Tim shared, “As my role as Chief Financial Officer transitions to my successor, Catherine Farley, I have reflected on the incredible changes that have taken place during my 21 years at Oxford. Grounded in strong, Midwestern values, our associates work tirelessly to do what’s right for our clients. This ‘new normal’ will likely be with us for several more months, but it has not changed Oxford’s dedication to you—a commitment to personal service that has carried us forward since our founding in 1981. I am proud to have served this firm for 21 years, and am happy to know that our solid succession plan ensures Oxford will be around for another 21 years and far beyond.”

Sue McMillen, Chief Talent Officer observed, “Tim Dean exemplified the kind of leadership that I believe has been pivotal to our success. As a vigilant steward of Oxford’s finances, he leaves behind a 21-year legacy of professionalism and integrity. I wish him a happy and well-earned retirement.”

Tim truly will be greatly missed by everyone at Oxford. As Lisa Walker, Chief Operations and Risk Officer and CEO, The Trust Company of Oxford™ said, “At Oxford, success is a shared vision across the firm—and it begins at the top. I would like to thank Tim Dean for his wisdom and leadership over the past 21 years. He will be thoroughly missed as he embarks on his next chapter, retirement.”

In 2000, Tim was recognized for his excellence in performance with the Oxford Financial Group, Ltd. CEO Salute Award. This honor is awarded once a year by our CEO, Jeff Thomasson, to the associate who most exemplifies Oxford’s values.

Jeff Thomasson reflected, “Tim has been a trusted colleague and friend for over two decades. His sound insights and solid judgement, deep loyalty to the firm and impeccable values have contributed significantly to making Oxford what it is today. He will be deeply missed, and I know I speak for the entire firm when I say we wish him all the best as he moves on to his next chapter.”

THE OXFORD ANNUAL REPORT | 2021

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The opinions expressed are those of Oxford Financial Group, Ltd. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions that may not necessarily come to pass.