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James G. Palumbo is the founder and principal of OXFORD Wealth Advisors and Private Wealth Advisor for Oxford’s clients, as well as principal and Chief Development Officer for Dynamic Wealth Advisors. With 30 years of industry and management experience, Jim has a twenty-plus year track record of serving clients' needs. Utilizing the extensive depth of resources at Oxford and Dynamic, Jim’s clients are provided with advice in a variety of ares related to personal and corporate finance, including estate and retirement planning, tax planning and preparation, and philanthropic counsel. Mr. Palumbo is focused on leading clients towards financial peace of mind through wise and objective counsel. His desire is for his clients to be free to invest their lives in what matters most.
Born in Detroit, Michigan, Mr. Palumbo graduated from Lakeshore High School in 1979 and went directly to Pinecrest Theological Seminary in New York. He went on to found Impact Personal Development Co., a New York consulting firm specializing in management training before bringing his experience to the Financial Services industry and launching the first iteration of Oxford in 1995. He is active in his community, missions, and altruism as the founder of non-profit EvangAlliance, Inc.
Jose G. Longoria Jr., Investment Advisor Representative, graduated from Roma High School in 1971 and attended Texas A&I University from 1971-1974. Prior to his financial career, Mr. Longoria worked in energy from 1977-1992 with Sunoco and Valero. Mr. Longoria entered the financial industry in 1995 and is registered in Texas with licenses in Life and Health. Joe held his NASD Series 6, 63 and 7 prior to focusing on his Investment Advisory Practice.
Ph. (970) 375-1291
Stephen M. Pease, CFP® Professional, and Investment Advisor Representative. Steve has been investing personally and professionally for 35 years.
Prior to joining Oxford, Steve worked for twenty-one years at Mobil Oil Corporation as a geophysicist and technical information manager in production and exploration. His experience spans across a wide range of petroleum and IT projects including: effectively managing multi-million dollar budgets; designing, implementing, and participating in the largest (at the time) 3d seismic survey in Nigeria; and being influential in a highly successful reservoir management project in Indonesia. During his tenure with Mobil, Steve spent more than a decade living and working in Indonesia, Nigeria, Vietnam, and Venezuela gaining invaluable international experience
Steve is a former board President of the Durango Chamber of Commerce. He is also a Durango Chamber of Commerce Diplomat, he is an active member of the La Plata Economic Alliance Business Development Committee, and a Professional Ski Instructors Association (PSIA) certified ski instructor.
Steve received a Bachelor of Science in Geophysical Engineering degree from Colorado School of Mines after graduating from Durango High School in 1975. He is an avid outdoors enthusiast and enjoys golfing (single digit handicap), skiing, scuba diving, sailing, hiking, mountain biking and running.
Steve started in the financial industry in 2003 by purchasing an American General Insurance agency. He joined Oxford in 2004 as an Investment advisor. In early 2006 he started the CFP® certification process and was awarded the Certificate in Jan 2007.
Ph. (970) 375-1291
With a keen interest in helping people achieve and maintain financial independence, Dave joined Oxford's Durango's office in 2008 as a Investment Advisor Representative. Dave strives to make certain his clients believe they can sleep well at night, knowing there is a process in place, that is designed to meet their ever changing financial needs.
Dave utilizes The Peace of Mind Formula, a process to address the critical financial events that occur as a client’s life unfolds and needs evolve.
Dave has a Series 65 license and maintains his Colorado Life and Health Insurance license. Dave became a Certified Financial Planner™* professional in 2011 and received his Retirement Income Certified Professional (RICP®) certification in 2014.
Dave was born and raised in Fort Wayne Indiana and holds a Bachelor of Arts degree in Microbiology from Miami University and a Master of Science degree in Biological Sciences from Illinois State University. His educational background is rooted in science, including being part of the Amgen Inc. team; where as a senior scientist, his primary responsibilities were managing a group that assisted in commercialization activities for several of Amgen's biotechnology products. Again, he emphasized an alignment of his philosophy, planning strategies and process.
Dave and his wife of 39 years, Gloria, moved to Durango in 2008 to enjoy the Four Corners area and all its varied outdoor activities. He enjoys reading, hiking with his golden retriever Riley and Colorado history. Dave is an active member and the current Secretary of the Durango Daybreak Rotary club. Additionally, Dave is a member of the Durango Chamber of Commerce, and supports the Durango Arts Center, Music in the Mountains and various other local non-profits.
Born in Reading, Pennsylvania Scott brings decades of experience as a bilingual manager of US Company facilities in Mexico, small business owner, and financial advisor, to his new position as Manager, and Investment Advisor Representative for Oxford’s Central Texas offices. Scott is a great example of the Servant Leader philosophy to which Oxford is committed.