Meet The Team
The team behind Oxford Advisory Group is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
C.J. Dixon, RFC
Co-Founder/ Managing Partner
Christopher Jackson Dixon, RFC, is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. C.J. focuses on tax-efficient strategies for retirees and advanced tax planning.
C.J. received his Bachelor of Science. He graduated with a Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.
C.J. is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security.
C.J. regularly trains other advisors from around the country on tax strategies for retirees.
He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8, and Fox 13. Reinventing Retirement Radio on WFLA 93.1,
C.J. is the co-author of the Total Tax Free Retirement book. He has authored articles in Newsmax Finance and has also been featured in Yahoo! News, Nasdaq, and US News.
He sits on the board of the Advent Health Foundation.
Christopher J. Dixon, RFC, Co-Founder of Oxford Advisory Group, is not affiliated with the Silicon Valley investor Chris Dixon of Andreessen Horowitz or any firm named Black Harbor.
Samuel J. Dixon, RFC, CF2
Co-Founder/ Managing Partner
Samuel J. Dixon, RFC,CF2 is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA planning, 401(K) planning, and investments for retirees and pre-retirees. He routinely lectures at educational classes on taxes in retirement, developing a steady and reliable retirement plan, and navigating your Estate.
Samuel, with his experience as a RFC and CFF, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. He has also co-authored the best-seller, Total Tax-Free.
Samuel’s passion for retirement is evident when he speaks or writes about retirement strategies and planning.
Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University
Samuel and his wife, Katie, are raising their four children, Clark, Callan, Elowen, and Lilibeth. Samuel also enjoys coaching Clark and Callan in sports. He teaches youth at his church and enjoys boating with the family.
The appearances in Kiplinger were obtained through a paid promotional program. Kiplinger was not compensated in any way.
Florida Financial Advisors
Anthony Safier
RFC®
Financial Planner
Clay Mcanany
CLU®, RFC®
Financial Advisor
Matthew D Sams
CFP®, ChFC®, CLU®, MSM
Portfolio Analyst
Dane Spencer
CFP®
Financial Advisor
Jacob Stinson
Financial Advisor
Jerry Sylvester
Financial Advisor
Jeff Patten
Financial Advisor
Trent Rogy
RFC®
Financial Planner
Team and Operations
Brad Swineheart
Chief Growth Officer
Megan Banks
Director of Operations
Brenna Wise
Director of Marketing
Maycie McCadden
New Client Processing
Melissa Hall
New Client Processing
Skyler Kunau
Director of Asset Management - Florida
Jennifer Gomez
New Client Processing
Susan Moore
Asset Management Processing
Andrea Haynes
Paraplanner
Lindsay Reynolds
Client Relations Specialist
Sydnie Flick
Client Relations Specialist
Holly Adams
Accounting Administration
Jeannie Simpson
Marketing Assistant
Eva Gomez
Client Relations Specialist
Mike Wallace
Client Services
Jordan Grande
Client Relations Specialist
Janet Williams
Client Relations Specialist
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.