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.
Christopher J. Dixon, RFC
Co-Founder/ Managing Partner
Christopher Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax efficient strategies for retirees and advanced tax planning.
Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.
He is a Registered Financial Consultant focused on helping retirees develop tax efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.
Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security.
Christopher regularly trains other advisors from around the country on tax strategies for retirees.
He is co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1,
Chris is co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq and US News.
Chris sits on the board of the Advent Health Foundation.
Samuel J. Dixon, RFC
Co-Founder/ Managing Partner
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.
Samuel, with his experience as an RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.
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 with a degree in risk management and insurance with a focus in financial planning and wealth management.
Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.
Advisors
Luke Mutchie
Financial Advisor
Ron Loyo
Financial Advisor
Matthew D Sams
CFP®, ChFC®, CLU®, MSM
Portfolio Analyst
Clay McAnany
Financial Advisor
Trent Rogy
Financial Planner
Anthony Safier
Financial Planner
Staff
Brad Swineheart
Chief Growth Officer
Megan Banks
Director of Operations
Brenna Wise
Marketing Assistant
Melissa Hall
New Client Processing
Jennifer Gomez
New Client Processing
Cara Elder
Paraplanner
Skyler Kunau
Paraplanner
Maycie McCadden
New Client Processing
Susan Moore
Asset Management Processing
Holly Adams
Accounting Administration
Sarah Kelly
Marketing Coordinator
Emma Carpentier
Client Relations Specialist
Jeannie Simpson
Client Relations Specialist
Mike Wallace
Client Services
Maddie Towers
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.