Our Team

Our team is dedicated to understanding your unique financial goals. Through strong personal relationships, we create solutions that drive meaningful progress in your financial journey.

Partners

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 with 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. CA life insurance number #0540953.

Wayne F. Glendhill, 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.

Bret Bryce

Bret holds a B.S. in Finance (Cum Laude) from Brigham Young University and a J.D. from BYU’s J. Reuben Clark Law School. Bret has run his own law practice and has had the rare privilege of entertaining and inspiring others as a musical performer.

Professional Licensures:

  • Series 7, 24, and 66 Exams
  • Life and Health Insurance License

Bret enjoys business owners and individuals through estate and retirement planning, uncovering opportunities and mitigating risks. His ability to make clients feel understood and valued sets him apart. Outside of work, Bret’s passions include traveling, serving others, and performing with his band, Jericho Road.

Ryan is an investment advisor representative with Portside Financial Group, LLC., and holds life and annuity insurance licenses.

Joshua Thayne

Joshua brings a wealth of experience in sales, marketing, business advisory, consulting, and coaching to his roles in operations and paraplanning. With a talent for integrating technology into financial planning, he provides clients with seamless, personalized support. Known for his innovative problem-solving skills, Joshua is a versatile professional dedicated to helping clients achieve their financial goals with efficiency and precision.

Professional Specializations:

  • Series 65 Exam
  • Certified Executive/Career Coach
  • Project Management Specialization

Outside of work, Joshua enjoys camping with his family and exploring the Uintah and Wasatch mountains, reflecting his appreciation for nature and wildlife.

Kimball R. Doxey, LUTCF

Kimball’s mission is to understand his clients’ needs, wants, and concerns and then to help them accomplish their financial desires with prudence and safety. 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.”

Kimball is a registered representative with The Leaders Group, Inc., and holds life and annuity insurance licenses.

Jeremy R. Johnston, Certified Financial Fiduciary®

With over 20 years of experience in financial advisory and investment management, Jeremy Johnston is dedicated to helping clients navigate significant life transitions with confidence. Holding a B.A. in Business Management from Brigham Young University, Jeremy has worked with leading firms in NYC, including Guardian and Park Avenue Securities, and has served as Branch Manager for Integrated Wealth Management.
Professional Licensures:

  • Series 24, 6, 7, 63, and 65 Exams
  • Certified Financial Fiduciary
  • Life and Health Insurance License

Jeremy’s unique ability to identify and address clients’ pain points, coupled with his relentless pursuit of tailored solutions, makes him an invaluable partner in financial success. Outside of work, Jeremy is passionate about trail running, cycling, and music, with a rich background that includes professional piano playing and composing. His personal passion and creativity mirrors his professional nature when helping clients achieve their financial goals.

Jeremy 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.

C. Ryan Dunn, Ph.D.

With a B.S. in Exercise Science and Psychology from Weber State University and a Ph.D. in Family Relations and Human Development, Ryan has been guiding clients towards financial security since 2002. His career includes roles with Guardian, Park Avenue Securities, and Allegis, specializing in retirement and long-term care planning. Ryan also serves as an assistant professor, teaching and conducting research on family finance and widowhood.
Professional Licensures:

  • LEAP Certification
  • Circle of Wealth Certification
  • Brower Quadrant Living Specialist
  • Advocacy Certified/Trainer
  • Life and Health Insurance License
  • Series 6, 63, and 65 Exams

Ryan excels in helping young professionals, individuals, and families build robust financial plans. His ability to connect through storytelling enhances his guidance, creating peace of mind and financial stability for his clients. Outside of work, Ryan enjoys reading, audiobooks, and continuing education. He is also a creative card maker and enjoys cookie dough, despite the mess it creates.

Ryan is an investment advisor representative with Portside Financial Group, LLC., and holds life and annuity insurance licenses.

Client Experience

Ava Holley

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.

Holly Taylor

Coming Soon