Our Team

Leadership Team

Michael A. DiMayoACI, CFP, CLU, ChFC

Managing Director

Mike has been with Oxford since inception, being one of the driving forces behind the company and the enterprise risk management captive industry. He strives for constant improvement, pushing the envelope with his employees and the industry. In his spare time, he can be found touring with his AC/DC tribute band, High Voltage!

Michael A. DiMayoACI, CFP, CLU, ChFC

Managing Director
Kevin E. MyersCPA, M.S. of Taxation

Managing Director

Kevin has extensive experience in structuring captive insurance companies and related tax compliance and research for corporate, individual, and non-profit clients. Kevin's public accounting experience is concentrated in the areas of business succession planning, estate planning and wealth transfer, and business entity selection.

Kevin E. MyersCPA, M.S. of Taxation

Managing Director

Management Team

Kristan R. CostelloCPA

Chief Financial Officer

Kristan joined Oxford in 2014 after spending ten years in public accounting. On the leadership team, she manages Oxford Advisory, handles tax compliance, and is responsible for all other financial aspects for our clients. Kristan resides in Berlin, Maryland with her family.

Kristan R. CostelloCPA

Chief Financial Officer
David M. DiMayoACI

Chief Executive Officer

David has been with Oxford since its inception. He enjoys many activities outside of the office; most notably family time with his children and outdoor recreation. He is an avid Baltimore sports fan - Go Ravens!

David M. DiMayoACI

Chief Executive Officer
Paul D. FranciscoACI, CLU, ChFC

Chief Operating Officer

Paul has been with Oxford since inception in 2010. He heads up Oxford’s operations as a part of the leadership team, and is responsible for coordinating underwriting, implementation, and ongoing client management. On his off day, he can be found on a soccer field or planning his next trip!

Paul D. FranciscoACI, CLU, ChFC

Chief Operating Officer
Jim F. MartinCIC, CRM, CRIS, TRS

Chief Underwriting Officer

Jim has over 45 years in Insurance as an Underwriter, Agent, and Captive Manager, with CIC, CRM, CRIS, TRS, OSHA 10 Hour, Scaffold Safety and Compliance, Fall Protection Competent Person, EME Awareness & Radio Frequency Training and enjoys helping Insureds and carriers manage risks. When not working, he loves to travel and scuba dive.

Jim F. MartinCIC, CRM, CRIS, TRS

Chief Underwriting Officer
Laura L. Perisse

Chief Commercial Officer

With the client always in mind, - Laura thrives on building teams and processes that drive revenue growth. As she says, “It’s a great feeling to solve challenging insurance issues for our clients.” When not working, Laura loves to travel and experience new adventures.

Laura L. Perisse

Chief Commercial Officer
Kellie A. Zacharko

Senior Director, Insurance Operations

Kellie has been an integral part of Oxford since its inception in 2010. She has held several roles during her tenure; currently she is responsible for ensuring key processes and procedures deliver excellence in captive insurance operating systems. Kellie embodies Oxford's "work hard, play hard" mentality!

Kellie A. Zacharko

Senior Director, Insurance Operations
Wesley C. Chappelle

Director of Client Services

Wes joined Oxford in 2016 as an Account Manager and now leads our Client Services Department in several captive management facets. Outside of work he loves to spend time with his wife Ashley, their daughter Sienna, their dog Leo and golfing.

Wesley C. Chappelle

Director of Client Services
Robin DoranAIC, AIS, ARM, CPCU

Director of Claims

Robin has over 25 years of experience in the legal and claims fields, as well as a strong background in captive programs. Her experience provides for unique insight to the philosophy and business model of a third-party administrator. She spends most of her free time with her English Bulldog, going on walks and picnics.

Robin DoranAIC, AIS, ARM, CPCU

Director of Claims
Shelly Duhaime

Director, National Accounts/Special Programs

Shelly has an extensive background in commercial insurance, mastery of captive structures, and helping industries convert their insurance expense line to profit. On an off day, she enjoys spending time with her horses and the great outdoors.

Shelly Duhaime

Director, National Accounts/Special Programs
Liz A. Forbeck

Compliance Director

Liz is our go-to-person for reporting requirements, including 8886 and 8918 forms. She is involved in projects throughout the company and assists with the Group Captive program. As an adventurer, she enjoys being active with her dogs and skydiving, which is how her husband proposed!

Liz A. Forbeck

Compliance Director
Marwa H. Morsi

Director of Underwriting

Marwa joined the Oxford team in 2016 with a strong professional background in client-facing environments. She ensures her Oxford team delivers extraordinary customer service, acting as a customer liaison and providing day-to-day responses to enterprise risk and underwriting process queries.

Marwa H. Morsi

Director of Underwriting
Jessica A. Roberta

Director of Sales Implementation

Jessica is driven and team-oriented, coordinating every process to implement a captive insurance company from start to finish. She ensures accuracy and that no detail is left behind. In her off time, you’ll be able to find her with her dogs, exploring outside, or with family and friends.

Jessica A. Roberta

Director of Sales Implementation

Laura C. Alder

Marketing Specialist

Laura is a Marketing Specialist focused on digital marketing and content development. Passionate about driving growth, she is excited to continue expanding her knowledge and refining her marketing strategies. Outside of work, she enjoys going to concerts, baking, and learning new songs on the piano.

Laura C. Alder

Marketing Specialist
Malorie F. Arellano

Technology Operations Manager

Malorie is our Salesforce enthusiast, tackling the day-to-day operations of the database and managing companywide projects with the Admin team. She is also responsible for market-facing collateral and ensuring our advisors and clients understand the Oxford difference!

Malorie F. Arellano

Technology Operations Manager
Shelly L. Babinchak

Underwriting Associate

With a background in the healthcare industry, Shelly works with the underwriting team to assist brokers and clients navigate our process. She is an avid reader, a creative artisan, a hockey/softball fan, and she loves being with her family and two dogs.

Shelly L. Babinchak

Underwriting Associate
Andre L. BaldoCPCU, AIAF, ARe, ARM, AINS

Program Business Analyst

Andre is a former tennis player who graduated from Troy University. Andre studied business finance and he is passionate about capital markets and alternative risk financing. Andre is an out-of-the-box thinker. Outside of work, he enjoys spending time with his family and traveling.

Andre L. BaldoCPCU, AIAF, ARe, ARM, AINS

Program Business Analyst
Christine M. BolteAIC

Compliance Claims Specialist

Christine has 4 years of auto claims experience and has her AIC designation. Additionally, she has over 17 years in administrative and financial functions in the nonprofit sector. She enjoys spending time with her family, playing games, and crafting.

Christine M. BolteAIC

Compliance Claims Specialist
Victoria E. Bond

Claim Specialist

Victoria has three years of background in claims management assistance. She engages with Oxford clients to ensure account information accuracy. When she is not working, she likes to paint, read, and take care of her pets.

Victoria E. Bond

Claim Specialist
Mark W. Boner, Jr.

Operations Manager

Mark came to Oxford from a 15-year career in managing operations and logistics in warehouse distribution. As Operations Manager he oversees facilities and office projects, and maintains key vendor relationships. In his spare time, he enjoys spending time with his family, playing the drums, and riding his dirt bike.

Mark W. Boner, Jr.

Operations Manager
Dylan T. Brid

Claims Associate

Dylan is a former baseball player at Stevenson University with a background in psychology and criminal justice. As a team player, Dylan brings his collaborative problem-solving skills and out-of-the-box thinking to the claims team. He enjoys spending time with loved ones and watching sports.

Dylan T. Brid

Claims Associate
Leslie R. Brown

Senior Client Services Manager

Leslie is passionate about her ‘why’ and ensuring that all of Oxford’s clients receive exceptional service. Layered by her loyalty and dedication, she is here to support the company's overall growth initiatives.

Leslie R. Brown

Senior Client Services Manager
Christine A. Buck

Receptionist

Christine joined Oxford with over 15 years of customer service experience and enjoys maximizing team efficiency. When she's not at work, she can be found spending time with her son and her family, hiking, or watching Baltimore Ravens football!

Christine A. Buck

Receptionist
Olivia M. Burke

Limited Lines Assistant Account Manager

Olivia is a Limited Lines Assistant Account Manager. She came to Oxford with over 7 years of client customer service and enjoys ensuring a best-in-class client experience. When she’s not working, Olivia loves to travel, cook, bake, and spend time with her family, friends and dog, Bella.

Olivia M. Burke

Limited Lines Assistant Account Manager
Julia V. Buskina

Staff Accountant

Julia loves taxes! Based out of our Berlin, Maryland office, Julia prepares tax documents and IRS compliance forms for Oxford's clients. She is a world traveler, and has enjoyed visiting many countries across the globe.

Julia V. Buskina

Staff Accountant
Selena L. Chaney

Sales Implementation Manager

Selena brings positive energy and a strong background in customer service to Oxford. She is dedicated to maintaining a high level of professionalism and efficiency while assisting the team in new client implementations. Outside of work, she enjoys traveling, going to the beach, and being with her family.

Selena L. Chaney

Sales Implementation Manager
Jennifer L. Clewis

Captive Accounting Team Lead

Jennifer has been in the accounting field for the last 16 years. She works with our team to manage client's captive accounts and financial requests. Outside of accounting, she enjoys spending time with her husband and daughter on the North Carolina coast, biking, and hiking.

Jennifer L. Clewis

Captive Accounting Team Lead
James (Ed) CogleARM, SCLA

Senior Claim Analyst

As an experienced claims professional, with multi-jurisdictional experience encompassing claims investigation, damages evaluation, litigation management, and dispute resolution, Ed utilizes his expertise to manage and mitigate claims in the captive space. In his spare time, he enjoys the outdoors and exploring his home state of Virginia.

James (Ed) CogleARM, SCLA

Senior Claim Analyst
Michelle L. Cunningham

Senior Account Manager

Michelle has 20+ years of commercial experience with extensive knowledge in transportation. Customer-focused and committed to developing long-term relationships, she works with our account management team and existing clients. In her spare time, she enjoys spending time with her 3 grandsons and attending local sporting events.

Michelle L. Cunningham

Senior Account Manager
Michael A. DeNegrisAIC, AINS

Senior Claims Advocate

Michael has a strong background in multiple Property And Casualty lines. He is committed to delivering exceptional service to his clients in managing their accounts. He resides with his husband Tim and their 2 dogs, Samantha and Sabrina, in Bristol, Connecticut.

Michael A. DeNegrisAIC, AINS

Senior Claims Advocate
Michael P. DiMayoCPA, MBA, ACI

Captive Accounting Team Lead

Michael is one of our Captive Accounting Team Leads. He brings to Oxford years of accounting experience, with a background in audit and tax work in the public sector. When he isn’t performing his bookkeeping duties, you can find him hunting, fishing, or cheering on his favorite Baltimore teams!

Michael P. DiMayoCPA, MBA, ACI

Captive Accounting Team Lead
Tara K. DiMayo

Client Services Associate

Tara is our Administrative Assistant for our client service and underwriting team. With years in the service industry, she is ready to learn and take on new tasks and projects. When not working, she has a camera in her hand or is spending quality time with family and friends, and always traveling/exploring.

Tara K. DiMayo

Client Services Associate
Sagar DudhatraACI, CPA

Captive Accounting Manager

Sagar has been involved in Captive Insurance Accounting since 2013. He is passionate about handling the day-to-day accounting operations for our captives. He loves that Oxford brings new opportunities to learn and take on fresh challenges. He resides in North Carolina and spends his free time with family exploring new destinations.

Sagar DudhatraACI, CPA

Captive Accounting Manager
Shivani Dudhatra

Captive Accountant

Shivani has been in the accounting field for the past 7 years. She oversees the accounting aspects of captive related investments and is committed to contributing to the company's growth. Outside of work, she finds joy in traveling and cherishing quality moments with her family.

Shivani Dudhatra

Captive Accountant
Erin V. Dunham

Strategic Program Account Executive

Erin brings over 20 years of P&C experience to Oxford, with deep roots in large commercial brokerage and risk mitigation. She prides herself in educating and assisting clients with their current exposures and what solutions are available. When not working, Erin enjoys spending time with family.

Erin V. Dunham

Strategic Program Account Executive
Neil R. EpsteinJ.D., CLU, ACI

Risk Management Consultant

Neil has been with Oxford since 2017. He educates advisors and clients on the various captive options available, and enjoys the challenging opportunity to help business owners with their risk management concerns. In his free time, Neil enjoys running and traveling.

Neil R. EpsteinJ.D., CLU, ACI

Risk Management Consultant
Ru Fan

Captive Accountant

With a background in accounting and a passion for numbers, Ru excels in managing financial data with precision. When she is not immersed in spreadsheets, Ru enjoys spending quality time with her family and exploring the great outdoors.

Ru Fan

Captive Accountant
Jessie K. Fang

Captive Accounting Team Lead

Jessie is one of our Captive Accounting Team Leads. She is passionate about numbers and enjoys music, hiking, and skiing. With experience studying and living in China, Australia, and America, she aims to bring a unique perspective to our exciting, diverse team!

Jessie K. Fang

Captive Accounting Team Lead
David P. GinsbergACI, CLU, ChFC, LUTCF

Risk Management Consultant

David joined Oxford Risk Management Group in 2013. He works in sales and marketing with trusted advisors in the private client market. Additionally, David helps clients and their advisors understand the uses and benefits of captive insurance for clients’ businesses and financial needs.

David P. GinsbergACI, CLU, ChFC, LUTCF

Risk Management Consultant
Nicole K. Graves

Captive Accountant

Nicole joins Oxford with over 14 years of accounting experience, with a background in federal accounts payable and leadership. She works closely with the accounting team to manage captive investments. While not working, Nicole enjoys all things Hello Kitty and exploring new restaurants with her family.

Nicole K. Graves

Captive Accountant
Calloway F. Hatcher, III

Underwriting Specialist

Calloway collects specific information on your business to ensure optimal collaboration among the captive coverages and commercial insurance. He also enjoys spending time being active, from going on hikes outside, to playing sports – nothing is off limits!

Calloway F. Hatcher, III

Underwriting Specialist
Angie M. Heim

Senior Sales Operations Coordinator

A graduate of Towson University, Angie’s positive attitude, dedication to customer service, and background in C-suite support give her the experience to aid the sales team in moving cases forward efficiently. In her spare time, she enjoys traveling, especially to the beach!

Angie M. Heim

Senior Sales Operations Coordinator
Geoffrey D. HeylACI

Senior Risk Management Consultant

Geoff has been an integral part of the Oxford team since 2010. In his role, he educates clients and advisors, presenting at seminars across the country on our products. Geoff is a graduate of UConn, where he was the placekicker on the football team. He currently resides in Monkton, Maryland with his wife and two children.

Geoffrey D. HeylACI

Senior Risk Management Consultant
Andrea L. Hudson

Marketing Communications Manager

Andrea handles all of the event planning needs for Oxford, as well as projects in the Marketing department. Andrea joined the company in 2018 and loves bringing the company together for team bonding and recognition. Andrea loves to travel and snuggle her dog, Camden!

Andrea L. Hudson

Marketing Communications Manager
Lindsey M. Hughes

Sales Operations Coordinator Manager

Lindsey has been an assistant for 7 years within various departments at Oxford. She supports multiple leadership members, working diligently through the sales process and new programs. She is a positive, dynamic contributor, constantly discovering ways to improve processes. On her off day, she can be found traveling, camping, or hiking.

Lindsey M. Hughes

Sales Operations Coordinator Manager
Daniel E. Hurtt

Sales Implementation Manager

Dan brings over 10 years of insurance knowledge and a deep understanding of insurance operations. Working with the Sales Implementation Team, he provides high-quality service and a memorable experience to clients. During his free time, Dan spends time with wife Heather and young son Harrison taking strolls through their neighborhood.

Daniel E. Hurtt

Sales Implementation Manager
Alex A. HutchinsonAINS

Underwriting Specialist

Using his experience in the commercial marketplace, Alex works with the underwriting team to best understand our client’s risks, needs, and often their unique business activities. Outside of work, he spends a lot of time in the gym and on the golf course.

Alex A. HutchinsonAINS

Underwriting Specialist
Lisa L. Johnson

Claim Analyst

Lisa has been in the insurance industry for over 20 years. With Lisa's collaborative style and strong background in claims and commercial insurance, she works with our claims team to manage the claims process. She enjoys bowling, reading, and spending time with her friends and family, especially her son.

Lisa L. Johnson

Claim Analyst
Lisa M. Kraft

Sales Implementation Manager

Lisa has been an asset to Oxford since 2010 and in the insurance industry for 35+ years. Her primary role is to assist the Risk Management Consultants with new business implementations. In her free time, Lisa enjoys traveling and spending time with family and friends.

Lisa M. Kraft

Sales Implementation Manager
Amanda C. Lanier

Executive Assistant

Amanda joined the Oxford team in 2014. Since then, she has worn many hats including executive assistant to Kevin Myers, working with Kristan Costello in the tax department, and managing accounts payable. She lives in Ocean Pines, Maryland with her daughter and their cats and dogs - Buddy, Lady and Johnny, a rescue from Saint Maarten.

Amanda C. Lanier

Executive Assistant
Chris A. Lannon

Administrative Associate

Chris has decades of experience as a multi-faceted Administrative Assistant. Chris has a variety of tasks, including office administration and captive management. She loves to travel and spend time with her husband.

Chris A. Lannon

Administrative Associate
Fran Lawrence

Sales Implementation Manager

Fran came to Oxford with a background in fast-paced work environments. Thriving on building positive internal and external relationships, she assists our team in the execution of new client implementations. In her free time, she travels, attends concerts and festivals, and relaxes on the beach, especially with her 3 children and Shih Tzu.

Fran Lawrence

Sales Implementation Manager
Abbey L. Levee

Sales Operations Coordinator

With a bright, positive attitude and a strong administrative background in sales, Abbey supports key sales consultants and contributes to the team effort of providing a great experience for our clients and advisors. When she is not working, she spends her time hiking, baking, and with friends and family.

Abbey L. Levee

Sales Operations Coordinator
Jessica C. Lichty

Account Executive, National Accounts/Strategic Programs

Jess invests in getting to know a client’s industry and specific business operations in order to effectively help from their initial implementation to their annual renewal. Outside of work, Jess spends a lot of time skiing, hiking, and enjoying time with friends and family.

Jessica C. Lichty

Account Executive, National Accounts/Strategic Programs
Albert "Nickel" E. LietzauV, ACI, CPCU

Account Executive, National Accounts / Strategic Programs

Nickel is a 3rd generation family member in the insurance industry, and has worked 12+ years as a retail P&C broker. At Oxford, he works with business owners and their trusted advisors to educate about captive insurance programs to address their specific needs. Nickel enjoys spending time with his wife and 3 kids, and is an avid golfer.

Albert "Nickel" E. LietzauV, ACI, CPCU

Account Executive, National Accounts / Strategic Programs
Donavon J. Marshall

Captive Accountant

Donavon spent four years in the Marine Corps and traveled to many countries before pursuing his degree in accounting and graduating from the University of South Florida. In his free time, he enjoys mountain biking, kayaking, and anything outdoors!

Donavon J. Marshall

Captive Accountant
Amy L. Miller

Underwriting Specialist

Amy is a graduate of West Chester University, with over 15 years of experience in the insurance industry. As an experienced underwriter, Amy diligently evaluates and analyzes client risk profiles files for covereage purposes. She loves to travel, camp, and try new foods with her husband and family.

Amy L. Miller

Underwriting Specialist
Kevin E. Mooney

Risk Management Director of Strategic Programs

With over 30 years in the insurance industry, Kevin has diverse experience in primary insurance, including underwriting package policies, and a concentration in excess casualty. He has delivered solutions for clients around complex risk and has deep experience in designing digital insurance models that improve the client experience.

Kevin E. Mooney

Risk Management Director of Strategic Programs
Robert A. Mulqueen

Senior Client Services Manager

Rob is a seasoned professional who always brings a smile in his concierge approach to client services. Always accessible, he is eager to guide our clients through any requests, issues, or concerns, and lend a helping hand to get the job done. In his spare time, Rob enjoys spending time with his two children.

Robert A. Mulqueen

Senior Client Services Manager
Taylor A. Nantz

Client Services Manager

Taylor has 6 years’ experience in the insurance industry with a strong background in property and casualty underwriting. She strives to provide the best customer experience, offering constructive resolutions to client issues. Outside of work, she enjoys cheering on Baltimore sports and embracing her passion for the outdoors.

Taylor A. Nantz

Client Services Manager
Megan M. Nelson

Compliance Specialist

Megan works with other members of the operations and sales teams to ensure timely submission on various reporting requirements. She also works on numerous projects as part of the compliance team.

Megan M. Nelson

Compliance Specialist
Nicole D. Noll

Project Support Specialist (Part-Time)

Nicole has been with Oxford since 2015 and is an alumni of Shippensburg University. She is very hands-on throughout the sales process, from introduction to preparing clients for implementation. In her spare time, she enjoys traveling, spending time with family and friends, and cheering on the Baltimore Ravens!

Nicole D. Noll

Project Support Specialist (Part-Time)
Katrina J. Oberdorf

Compliance Coordinator

Katrina comes from a background in Healthcare Management. She has worked in several departments including emergency, specialty practice, and pharmacy. Katrina will apply her critical thinking and triage skills to compliance coordination. In her spare time, she loves travelling, gardening, and spending time with her family.

Katrina J. Oberdorf

Compliance Coordinator
Lee I. Opher

Client Services Associate

Lee is a Client Services Associate with numerous years in the service industry. She strives to always provide the best experience possible for our clients. When not working, she is chasing after her two kids and looking for a new and fun destination to travel to!

Lee I. Opher

Client Services Associate
Evan M. Payne

Sales Implementation Coordinator

Evan started with us as an intern and returned full-time as a graduate of Penn State. As part of the Implementation team he assists clients with their captive solutions. He looks forward to the opportunity to grow as a professional, and his favorite pastimes include cheering on the Orioles or Bills and spending time with dogs.

Evan M. Payne

Sales Implementation Coordinator
Casey L. Perisse

Client Services Manager

Casey is a Client Services Manager at Oxford and is passionate about providing all of our clients with exceptional service. Outside of work, she enjoys quality time with family and friends, animals, photography, yoga, and nature.

Casey L. Perisse

Client Services Manager
Nicholas C. Phelps

Claim Advocate

Nicholas brings to Oxford over 15 years of experience in Law Enforcement and certification in accident reconstruction. As a Claims Specialist, he works with the claims team on accident dynamics and law enforcement materials and procedures. In his spare time, Nicholas spends time with his family, cheering on UMass athletics, and reading.

Nicholas C. Phelps

Claim Advocate
Jessica A. Picard

Captive Treasury Manager

Jessica brings to Oxford over 10 years of captive management experience. She works with our client services team as an Account Manager to assist clients with the management of their captive and day-to-day needs. Outside of work she likes music, reading, yoga, and spending time with her family.

Jessica A. Picard

Captive Treasury Manager
Richard E. Plesha

Independent Risk Management Consultant

With over 40 years of experience, Dick is an independent consultant for Oxford. He works with the client’s team of advisors to develop a plan to insure enterprise risks generally not available in the commercial insurance market through a captive insurance company.

Richard E. Plesha

Independent Risk Management Consultant
Sherrie L. RobinsonAIC

Claim Analyst

Sherrie brings over 16 years of insurance experience and is driven by a dedication to uncovering and addressing clients' core challenges and a passion for providing effective solutions. Outside of work, she enjoys traveling, spending time with family and friends, and golfing.

Sherrie L. RobinsonAIC

Claim Analyst
Steven K. Russotto

Assistant Claims Director

Steven has a background in multi-line insurance claim examination and investigations. He is committed to quality customer relations and developing and implementing innovative solutions to complex problems. In his spare time, he enjoys spending time outdoors with his wife, 2 teenage sons as well as the family pets.

Steven K. Russotto

Assistant Claims Director
Susan E. Saffrey

Administrative Associate

Susan is an Administrative Assistant with many years of experience in the insurance industry. She leads data management and administration of pertinent documents in support of the accounting team. In her free time, Susan loves to garden, crochet, and spend time with her kids and rescue dogs.

Susan E. Saffrey

Administrative Associate
Joseph D. Seider

Risk Management Consultant

Joe thoroughly enjoys problem-solving. He works collaboratively with advisors of business owners, to help identify the unique exposures their clients face and guide them to the best captive insurance solution. Joe loves the outdoors and in his spare time, you can find him fly fishing on the local Gunpowder River!

Joseph D. Seider

Risk Management Consultant
Ileshia M. SmithSCLA

Assistant Director of Claims

Ileshia has over 20 years of experience in the insurance industry with a primary focus in claims. She collaborates with the claims team to process and analyze claims timely and efficiently. Outside of work, she enjoys spending time with her daughter, singing in her church choir, and volunteering her time with the elderly.

Ileshia M. SmithSCLA

Assistant Director of Claims
Alexei H. Steele

Client Services Specialist

Alexei is the assistant for the client services department and is responsible for assisting with captive accounts. During the day, you can catch him working to make sure Oxford has the best customer service around, and during the night, you can find him reading his favorite book, petting his cats, or playing video games!

Alexei H. Steele

Client Services Specialist
Sara C. Velez

Sales Operations Associate

As a Sales Operations Associate, Sara organizes documents, prepares reports, maintains internal databases, and processes requests for information in supports of sales. In her spare time, Sara enjoys logic puzzle games and being with loved ones.

Sara C. Velez

Sales Operations Associate
Ashley J. Wolfenden

Insurance Operations Associate

As an Insurance Operations Associate, Ashley brings a unique skill set honed through experience in recruiting and staffing. She provides support to the operations team by managing tasks such as organizing documents and reports. Outside the office, she enjoys a good book and spending quality time with her dog, Daisy.

Ashley J. Wolfenden

Insurance Operations Associate
Cheryl A. Wright

Claims and Coverage Counsel

With over 20 years of experience in claims and legal, Cheryl is solution-driven to find the right resources in answering insurance-related legal and compliance issues for Oxford. Outside of work, she spends time with her family and pets and roots for the Philadelphia Eagles.

Cheryl A. Wright

Claims and Coverage Counsel
Edward P. Wunderer, IIIACI

Risk Management Consultant

Eddie has been with Oxford for over 10 years and works with business owners and their trusted advisors across the country. The major part of Eddie’s role is to educate clients and advisors in order to structure the best captive program for their specific needs.

Edward P. Wunderer, IIIACI

Risk Management Consultant
Maggie Zheng

Captive Accounting Manager

Born and raised in China, Maggie embarked on a journey fueled by passion and perseverance. Maggie graduated from Towson University with a master’s degree in Accounting and is a certified CPA. She specializes in loss claim accounting and resides in Massachusetts with her two children.

Maggie Zheng

Captive Accounting Manager