The Vision
DFPG Investments is pleased to announce that Oxford Financial Group, Inc., located in Salt Lake City, Utah, has joined DFPG.
Each with more than 30 years of industry experience, John W. Homer and Kimball Doxey, the principals of Oxford Financial Group, are very well known in the financial planning and insurance industries. In particular, they have established a legacy of leadership and service to several organizations and associations in the State of Utah.
John W. Homer, ChFC and CLU, is the co-founder of the Grant Taggart Symposium at Brigham Young University. For 30 years, the Grant Taggart Symposium has served as the largest continuing education forum for insurance and financial planning professionals in the intermountain states. Homer is also the past president of the Salt Lake Estate Planning Council, the Utah Chapter of the Society of Financial Service Professionals, and the Utah Association of Life Underwriters. He also served as chairman of Primary Children’s Medical Center Planned Giving Committee.
Kimball Doxey, LUTCF, is a past president of the Utah Association of Insurance and Financial Advisors and the Lakeview (Davis County) Association of Life Underwriters. He is also a member of the Utah Society of Financial Service Professionals.
“John and Kimball have been a fixture in the Utah insurance and financial planning communities for a very long time,” says DFPG’s CEO Mike Bendix. “It is a meaningful compliment to us that these two industry veterans would choose DFPG as their broker-dealer and RIA partner.”
Bendix is also a former president of the Alternatives & Direct Investment Securities Association (ADISA), which is the nation’s largest alternative investments association. Bendix currently serves on ADISA’s Broker-Dealer Advisory Council and Conference Planning Committee and was a previous member of its Education and Legislative & Regulatory Committees.
“When it became apparent that we would need a new broker-dealer and RIA, DFPG was the clear choice for us,” says Homer. “DFPG has earned a lot of respect as one of the best boutique broker-dealers around. We prefer a close partnership with our broker-dealer, and you can’t get that at larger firms. It isn’t possible to know the home office staff or executive team when there are thousands of advisors in the company clamoring for the same attention.”
Homer continues, “[DFPG] not only provides access to unique products, but they place an emphasis on values and culture, which are very important to both Kimball and me.”
