oXYGen Financial Adds Three Financial Professionals to Grow Family Office
The following is a press release on a family office in Atlanta, oXYGen Financial Family Office
Three new experienced financial advisors Alex Watson, Sara Watson, and Thomas Kettering join the oXYGen Financial team
ATLANTA, GA (MMD Newswire) April 25, 2012 — Atlanta based oXYGen Financial, a growing leader in financial services for Generation X and Y individuals and business owners, has hired three new experienced financial advisors to continue to grow the modern day family office model which has been gaining interest within the industry. Recently, the firm was featured as a cover story in Investment News magazine. oXYGen Financial hired a dynamic husband and wife team Alex and Sara Watson, and acquired Thomas Kettering who is a seasoned representative specializing in financial workplace education.
“Our modern day family office concept is proving to be very exciting both for representatives and clients within the X and Y generation.” said Kile Lewis, co-CEO and founder of oXYGen Financial. “Many financial firms are only focused on trying to get big rollovers from those 60 and above who are retiring from their jobs. In fact, most companies are requiring minimums from clients which we think is just unheard of in this day and age. The whole notion of retirement is changing for the X and Y Generation.” said Mr. Lewis.
Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be the perfect fit for their practice. “So often the X and Y generations are overlooked in the financial services industry. It is an unfortunate oversight because these people are working hard to make a difference in our future.” said Sara Watson. “(Many Gen XY people) have seen older family members struggle to achieve what was once considered the “American Dream,” and are determined to forge their own paths to financial freedom.” said Mrs. Watson. The Watson’s believe they can help couples today who work together owning a business or work together from home with today’s ever changing work environment. The financial planning issues related to these Gen X and Y couples are different and unique than most normal financial situations. “We have experienced firsthand the fun and family atmosphere that oXYGen shares with everyone that walks in the door, we knew this was the right place for us and our clients.” said Mr. Watson. “The focus on the X and Y generations will be the future of our industry.”
Thomas Kettering has been doing his own personal financial planning for decades, and spent the majority of his career working for Ameriprise Financial. Mr. Kettering adds veteran experience to the marketing department of oXYGen Financial and will focus on developing a series of workplace financial education seminars for small and medium sized businesses. “The ability to bring individual and business financial needs under one roof through Oxygen Financial’s Modern Family Office was one of the more important factors in my decision to join Oxygen Financial.:” said Mr. Kettering. “There also is a very strong sense of community responsibility and what gets me up excited to start each day is my involvement in the development and implementation of our series of educational interactive workshops.” oXYGen Financial plans to launch a series of financial education workshops geared at the X and Y generations in the work place later this year.
oXYGen Financial was founded in 2008 by Ted Jenkin and Kile Lewis who saw a need for an independently owned modern day family office that represents Generation X and Y individuals and small business owners for financial planning, investments, insurance, and accounting services. The company has experienced over 70% growth in the past year, and has plans to open offices over the next twelve months within metro Atlanta and outside the state of Georgia in other locations. To learn more about oXYGen Financial, go to www.oxygenfinancial.net or read its nationally recognized personal finance blog at www.yoursmartmoneymoves.com.
For information: www.oxygenfinancial.net
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