Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, of Oxford Financial Group, Ltd.,™ Selected as a Panelist at Accounting & Financial Women’s Alliance Annual Conference

Share Article

The Accounting & Financial Women’s Alliance (AFWA) has asked Lorelei M. Tolson to participate in a moderated panel discussion entitled “Exploring Career Paths for New and Mid-Career Professionals”. Tolson is a Managing Director in Oxford Financial Group, Ltd.’s Indianapolis office.

The Accounting & Financial Women’s Alliance (AFWA) has asked Lorelei M. Tolson to participate in a moderated panel discussion entitled “Exploring Career Paths for New and Mid-Career Professionals”. Tolson is a Managing Director in Oxford Financial Group, Ltd.’s Indianapolis office.

The AFWA’s Annual Conference is held in Indianapolis on October 20-23 and allows professional women in accounting and finance to learn from leading experts on ways to develop a variety of skills.

Tolson will serve on a panel as an expert in the finance industry as her credentials include: Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Personal Financial Specialist (PFS), Certified Public Accountant (CPA), and Certified Exit Planning Advisor (CEPA).

As a Managing Director for Oxford, she provides advice and counsel to her clients in estate and financial planning, family gifting strategies, and exit planning for business owners.

Tolson stated that earning a client’s trust is her focus and is one of the most rewarding aspects of her career. “I believe the most important aspect of the client-financial advisor relationship is trust. Trust is earned by delivering impeccable client service year after year; by honoring client confidentiality; by being respectful, honest and responsive; by being proactive and engaging clients with new and fresh ideas; and by continually striving to exceed expectations,” said Tolson.

About Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd., is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisors (RIA) firms in the country, with oversight of more than $19 billion in assets (which includes assets under management) for over 500 clients in 37 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments with emphasis on hedge funds and private equity.
With offices in Indianapolis, Chicago, Cincinnati, Grand Rapids and Minneapolis, Oxford specializes in serving clients with net worths above $5 million. For additional information, call 800.722.2289, or visit http://www.ofgltd.com. To learn more about Tolson's expertise, her biography and a video interview are available at http://www.ofgltd.com/leadership/profiles.aspx/2/32/lorelei-m-tolson.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Courtney Culver

317-690-4785
Email >
Visit website