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. When it comes to retirement assistance, 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; you just need to contact him to learn more.
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 a registered representative with The Leaders Group, Inc., an investment advisor representative with Portside Financial Group, 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 The Leaders Group, Inc.
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, Inc.