Your future is our focus.
Shaun Eddy, CFP®, MSFA, AIF®
Shaun Eddy is the CEO and a partner of Oxford Planning Group and has always had a strong desire to help clients define and reach their unique financial goals. “When clients realize that with proper planning, many goals are possible, it’s incredibly rewarding,” says Shaun.
Shaun graduated from the University of Maryland and is a Certified Financial Planner (CFP®) through the College for Financial Planning. He also earned a Master’s Degree in Financial Analysis (MSFA) from the College for Financial Planning. Shaun holds the Accredited Investment Fiduciary (AIF®) designation, which promotes a culture of fiduciary responsibility, employing and providing a prudent process in investment practices. The CFP® and AIF® designations both carry a code of ethics that includes a commitment to fiduciary standards, which is an obligation to act in a client’s best interests always.
Shaun has over 25 years of experience working with individuals and businesses. He served as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and as past Chairman of the Membership advisory group of the Financial Planning Association in Denver, Shaun has enjoyed working with many of the industry’s most influential professionals. Shaun currently serves on the board of directors of the Rotary Club of Columbia Patuxent, Heritage Housing Partners Corp. and the Howard Community College Education Foundation. In 2018 Shaun served on Governor Hogan’s Task Force on Long Term Care. He has served as a Director with the Boards of Howard County Red Cross, HC Drug Free, and as past Chairman of the Housing and Community Development Board. He is also a graduate of Leadership Howard County Premier, an organization dedicated to empowering individuals and strengthening their community.
Shaun Eddy has been a speaker for the Financial Planning Association, the Maryland Accountants Association and the Maryland Institute of Certified Financial Planners. Shaun was 2005 FPA of Maryland’s Planner of the Year and has been a guest panelist on Wall Street Week, a nationally syndicated TV series.
Growing up in an Air Force family, Shaun enjoyed living all over the world and for the last 30 years, has made Howard County, Md., his home. A black belt in judo, Shaun trains and teaches at Hui-O Judo where he helps individuals learn judo, self-discipline and mutual respect of others. He also enjoys golf and spending quality time with his wife, Tricia, and their family and friends.
Contact:
Shaun Eddy
Owner & CEO
410-995-8711
shaun@oxfordplanning.com
Patricia Eddy, IACCP®, CRPS®, AAMS®
Patricia Eddy is a partner, COO and Chief Compliance Officer (CCO), as well as an Investment Advisory Representative (IAR) of Oxford Planning Group, LLC.
In this role, Tricia brings more than 20 years of experience in client financial services managing all aspects of client services, business operations, serving as technical liaison with outside investment services and providing oversight and specialization in building high-quality client services.
She served three years on Charles Schwab’s Technical and Operations Advisory Board from 2013 – 2016. Meeting several times a year at Schwab headquarters in Phoenix and San Francisco allowed her unique insight into client financial services and allowed her to give input based on feedback from clients.
Tricia is an Investment Advisor Certified Compliance Professional (IACCP®), Chartered Retirement Plan Specialist (CRPS®) and Accredited Asset Management Specialist (AAMS®). She received Baltimore Smart CEO’s Executive Management award for COO for 2014. Tricia is a member of National Regulatory Services (NRS), which co-sponsors with the Investment Advisor Association to provide extensive training for experienced compliance professionals. She regularly attends local and national conferences to ensure that the firm offers high-quality services for our clients. Tricia enjoys spending quality time with her husband, Shaun, and their family, friends, and dogs (especially outdoors).
Contact:
Patricia Eddy
COO and Chief Compliance Officer (CCO)
410-995-8711
tricia@oxfordplanning.com
Kirsten Calambro, CFP®, MSPSP, ABFPSM, AWMA®
Kirsten Calambro is a senior financial planner and member of the portfolio management team. Graduating from James Madison University in 2018, Kirsten started at Oxford Planning and after completing her experience requirement, earned her CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2021. Kirsten then completed her Master’s in Personal Financial Planning degree in 2022, expanding her knowledge with a curriculum based on client-centered, problem solving methods. She has also earned the Accredited Behavioral Finance ProfessionalSM ABFPSM and Accredited Wealth Management AdvisorSM AWMA® designations. She brings a great deal of knowledge and allows us to serve mutli-generational clients in financial planning, investments and wealth planning.
Kirsten and her husband live in Mount Airy with their son and sweet rescue dog.
Contact:
Kirsten Calambro
Senior Financial Planner
410-995-8711
kirsten@oxfordplanning.com
We’re always available to answer your questions.