-

Ted Jenkin
CFP®, CEO and Co-Founder
Now Ranked Top 5 Financial Advisor
In The United States!
(source: Investopedia)
-

Kile Lewis
CRPC®, Co-Founder
"Part controller, part treasurer, and
part strategist. The Private CFO® role
we created is nothing like
the financial advisor you have today"
-

“I want to educate and empower
as many people as I can about their
finances and ultimately help
change their lives.”
Vice President, Private CFO®
Cristina Bribonaria
-

"We empower you to be the CEO
of your family finances. Every day
we are thinking about how to
help you increase your bottom line"
Vice President, Private CFO®
Jeremiah Thompson
-

"I help people nearing or already in
retirement, plan and manage their
finances so they can live well & have
peace of mind for their lifetime."
Steven B. Goldstein
Vice President, Private CFO®
-

“I help clients Breathe Easier by
taking on the heavy lifting of
searching for unbiased
financial information”
Vice President, Private CFO®
Eric Pucciarelli
-

"I help people nearing or already in
retirement, plan and manage their
finances so they can live well & have
peace of mind for their lifetime."
Steven B. Goldstein
Vice President, Private CFO®
-

“I show six figure income young professionals
how to make the most of their hard
earned money. $100,000 doesn’t go as far
as it used to…until you hire a Private CFO”
Vice President, Private CFO®
Brandon Hayes
-

"oXYGen Financial takes the stress
out of everyday financial decisions
and helps our clients Breathe Easier®
about their financial future."
Tyler Huck
Wealth Plan Design Specialist
-

"In this fast paced technological society,
it never hurts to have someone
watch your back"
Vice President, Private CFO®
-

"I help clients ask the right questions
that help them understand their
financial situation and begin
breathing easier about life!"
Vice President, Private CFO®
Mike Grizzard
-

"Clients need oXYGen Financial because it is a one-stop-shop for all of their financial needs. You will not get an experience like ours anywhere else!"
Elizabeth Elrod
Finance