John W. Homer, ChFC, CLU
For over 30 years, John has helped people truly realize their personal and financial goals as they prepare for retirement. He is passionate about protecting his clients from the seven deadly retirement risks. He is an attentive listener and has the heart of a caring teacher.
John has earned the Certification in Long-Term Care (CLTC) designation. He is a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). John lectured at the BYU Marriott School of Management for over 10 years. His strategies and articles have been published nationally in Retirement Advisor and Bloomberg Wealth Advisor magazines.
John has been president of the Salt Lake Estate Planning Council and the Utah Association of Insurance and Financial Advisors. He has served on the Planned Giving/Advisory Committees of Primary Children’s Medical Center, the Deseret Foundation, and the Salt Lake Community College. John is an Investment Advisor Representative with DFPG Investments, LLC and holds life and annuity insurance licenses.
Kimball R. Doxey, LUTCF
Kimball’s mission is to understand his client’s needs, wants, and concerns and then to help them accomplish their financial desires with prudence and safely.
Specializing in retirement income planning through the application of securities and guaranteed income products, Kimball’s goal for the past 26 years has been to assist the many families with whom he works with their goal of “growing and preserving their wealth”.
Each family has different circumstances, resources, and needs. Therefore, Kimball begins by listening and then designs an individual plan which meets each family’s specific objectives.
Kimball has been president of the Utah Association of Insurance and Financial Advisors. He has also been president of the Lakeview (Davis County) Association of Life Underwriters. He is a member of the Utah Society of Financial Service Professionals.
“The highest compliment my clients give me is the referral of their friends, family, and business partners.”
Wayne F. Gledhill, CLU
Wayne has been providing insurance services for his clients for over 30 years. He is a specialist in income protection using both individual and group life and disability insurance contracts. He is known for his extensive background with employee group benefits as well as in the areas of business insurance and estate planning.
Wayne works closely with accountants and is endorsed as a disability agent for the Utah Association of Certified Public Accountants.
Wayne is the past President of both the Utah Association of Insurance and Financial Advisors and the Valley Association of Life Underwriters and is a member of the Salt Lake Estate Planning Council.
Mr. Gledhill is not registered with FINRA and does not provide securities products or investment advisory services and is not affiliated with DFPG Investments, LLC.
Matthew brings nearly a decade of financial services industry experience to Oxford Financial Group. Prior to joining Oxford, he held the title of Director-Wealth Management at a Salt Lake City-based Registered Investment Advisor where he taught best practices and partnered with financial professionals to create portfolios that fit their clients’ unique needs.
By working collaboratively with CPAs, attorneys, and other professionals; Matthew takes a proactive, holistic planning-based approach to wealth management. As your family’s CFO, Matthew strives to always provide clear, actionable advice in the best interest of you and your family.
Matthew is a military veteran, a life-long learner, and serves on the Salt Lake CFA Society’s Board of Directors. He holds a bachelor’s degree in economics from the University of Utah. Away from the office, he enjoys spending time at his South Jordan home with his wife & daughter, riding bicycles, visiting with neighbors, and focusing on living the rich & fulfilling life which he encourages his clients to live.
Ava draws upon nearly four decades of customer service experience. She builds trust and confidence through her interactions with Oxford clients. Our clients know, love, and appreciate Ava.
Ava began her financial services career in Florida, but moved to Utah 30 years ago. She is still trying to get acclimated to Utah winters but loves the people here. She is the center of client service at Oxford Financial Group.