Jason O'Dell, MS, CWM
Jason O'Dell is a principal and managing partner of OJM Group with offices in Arizona, Florida, New York and Ohio. Jason is a co-author of the book For Doctors Only: A Guide To Working Less & Building More, For Ohio Doctors: Shedding Light on Asset Protection, Tax & Estate Planning and three other state-specific versions of For Doctors Only for New York, Georgia and California. Most recently he co-authored the orthopaedic surgeon-specific book Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists. He has experience as an entrepreneur, financial consultant and investment advisor and has been working with high-net worth and physician clients for over 20 years. Jason has conducted financial planning, asset protection and wealth management lectures throughout the nation and has been recognized by Medical Economics as "One of the Best Financial Advisers to Physicians." He has also been recognized by Cincinnati Magazine as a "Top Wealth Manager."
Jason graduated with a Bachelor of Arts degree in Economics from The Ohio State University. He earned a Master's of Science degree with an emphasis in Financial Planning from the College for Financial Planning, Denver, CO. He is a member of the Financial Planning Association, Cincinnati Estate Planning Council, and the CEO Roundtable Group. Jason lives and works in the Cincinnati area.
David Mandell, JD, MBA
David B. Mandell, JD, MBA is a principal of OJM Group. David is an author and renowned authority in the fields of risk management, asset protection and financial planning.
As a writer, Mr. Mandell has co-authored several books including Wealth Protection: Build & Preserve Your Financial Fortress and Wealth Secrets of the Affluent: The Keys to Fortune Building and Asset Protection. He has also written ten books for physicians, including the Category I CME monograph Risk Management for the Practicing Physician, the national book For Doctors Only: A Guide to Working Less & Building More, as well as state-specific versions of the book in California, Ohio, Georgia and New York. He has just co-authored the orthopaedic surgeon-specific book Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists. In addition, his articles regularly appear in over thirty leading national publications, including The American Medical News, over 20 regional or specialty medical publications, Inflight Magazine, Yachts International and JCK Circular, the largest jewelry-industry magazine in the U.S. He has been interviewed as an expert in such national media as Bloomberg and FOX-TV.
Mr. Mandell holds a bachelor's degree from Harvard University, from which he graduated with honors. His law degree is from the University of California Los Angeles' School of Law, where he was awarded the American Jurisprudence Award for achievement in legal ethics. While at UCLA, Mr. Mandell also earned a Master's in Business Administration from the Anderson Graduate School of Management. He can be reached at email@example.com or (877) 656-4362.
Carole Foos, CPA
Carole Foos is a Certified Public Accountant (CPA) offering tax analysis and tax planning services to OJM Group clients. Carole has over 20 years of experience in public accounting in the field of taxation. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting at local firms. She has been a tax consultant to both individuals and businesses providing compliance and planning services over the course of her career. In addition to her work for OJM, Carole maintains a tax practice in Cincinnati. She is one of the co-authors of the book For Ohio Doctors: Shedding Light on Asset Protection, Tax & Estate Planning along with five law firms throughout the state of Ohio.
Carole received a Bachelor of Science in Business Administration from Xavier University where she majored in accounting. She lives and works in the Cincinnati area and can be reached at firstname.lastname@example.org or (877) 656-4362.
Joseph W. Sunderman, MBA
Joe Sunderman is the General Manager of OJM Group and has worked in the financial service industry for nearly two decades. For fourteen years he was an executive with an established investment research boutique, while heading a team of traders and quantitative analysts. His analysis and commentary have been featured in The Wall Street Journal, USA Today, Barron's, Investor's Business Daily, Dow Jones News Wire, The New York Times and Bloomberg Television. Joe was also writer of the book The Option Advisor: Wealthbuilding Techniques Using Equity and Index Options. He has presented on advanced financial strategies to investors at Money Show conventions, and taught courses on derivatives as an adjunct instructor at Northern Kentucky University. For three consecutive years (1998-2000), Joe was named in the Top 10 of traders, according to Bridge Systems.
His most recent work was with Fifth Third Bank, one of the top 20 largest bank holding companies in the country. As a risk-reporting analyst, he reviewed the commercial real estate and leasing portfolios, which was equivalent to $13B of the bank's portfolio and was a Commercial Portfolio Manager responsible for a portfolio of fifty companies with $133MM in lending value.
Joe currently serves on the University of Cincinnati's McMicken College Alumni Advisory Board. He received his undergraduate degree from the University of Cincinnati (Cum Laude) and a Master's Degree in Business Administration (Magna Cum Laude) from Northern Kentucky University. Joe can be reached at email@example.com or (513) 618-2691.
Robert G. Peelman, CFP®
Robert G. Peelman is the Director of Investment Planning at OJM Group. He is a seasoned professional with ten years of experience in teaming with clients to reach their financial goals and build wealth. His clients evolve into long-term partners with his individualized, client-focused approach combined with a disciplined investment process.
Robert's approach begins with taking the time to understand his clients-who you are and what matters to you as a person and a professional. Robert follows a holistic approach to wealth management. Utilizing your specific objectives and risk tolerance, Robert then applies his investment experience to customize a comprehensive financial strategy with OJM's wealth of specialists whose experience can be drawn upon to customize a solution. After the implementation of your wealth management plan, Robert will periodically review your plan's progress to make certain that the strategy remains consistent with your goals and objectives.
Prior to joining OJM in 2010, Robert served clients at Morgan Stanley Smith Barney, where he began his practice. Robert currently holds a Certified Financial Planner designation as well as a Life & Health insurance license.Robert is very active in the community, maintaining leadership positions in various local organizations. Robert holds a Bachelors of Business Administration from the University of Kentucky. Robert currently resides with his family in the Cincinnati area and can be reached at firstname.lastname@example.org or (513) 791-7525.
Kimberly Renners, MBA, CPA (Inactive)
Kimberly Renners is an Investment Manager at OJM Group. Kim has over eighteen years of experience as a financial professional in the financial services and investment management industries. Kim's extensive background in portfolio management, trading, research, and taxation is ideally suited to help meet the needs of our clients.
Prior to joining OJM, Kim was a Portfolio Manager for a regional property and casualty insurance company where she was responsible for strategy development, management, and trading of over $4.5 billion in company assets. Kim is a seasoned investor who can source relative value opportunities in the equity, fixed income and alternative investment markets to enhance portfolio returns.
Kim received a Bachelor of Science degree in Accounting from Miami University and earned her MBA from Xavier University. She is an Executive Advisor for the Department of Finance at Xavier University and Chairperson of the Xavier Student Bond Investment Fund. Kim lives and works in the Cincinnati area and can be reached at email@example.com or (877) 656-4362.
Andrew Taylor, CFP®
Andrew Taylor is an Investment Manager with 15 years of experience working with affluent individual investors. His career in the financial industry has focused on providing customized investment management, and comprehensive wealth planning in a tax efficient manner for his clients. Prior to joining OJM, Andrew spent nearly 13 years at Charles Schwab & Co. managing and growing a substantial practice in the greater Cincinnati area, working with local attorneys and CPAs to implement integrated wealth planning for his clients. Andrew's experience includes time as a Retirement Consultant at Fidelity Investments, providing strategic planning solutions for individuals experiencing a career transition.
Andrew holds a bachelor's degree from the University of Kentucky and is a Certified Financial Planner and a member of the Financial Planning Association. He lives with his family in the Cincinnati area and can be reached at firstname.lastname@example.org or (513) 792-4287.
Adam Braunscheidel is an Investment Manager at OJM Group. His responsibilities include client account maintenance, investment research, and general support of all investment team activities.
Adam graduated from Xavier University in the spring of 2010 with a Bachelor of Science in Business Administration. At Xavier, Adam was one of fourteen undergraduate portfolio managers who were responsible for a $1 million endowment fund. Through this program he gained unique, real-world exposure to the global equity markets and was also able to earn his Bloomberg Equity Certification. Adam is in the process of expanding his investment education by aquiring his Certified Financial Planner designation. Adam can be reached at email@example.com or (513) 791-7525.
Michael Lewellen, CFP®
Michael Lewellen is a Director of Financial Planning at OJM Group. Michael is intimately involved with every step of the firm's Planning Process. He often is the point of contact for clients in the Data Gathering phase of the Process and is also very involved in the Plan Delivery and Implementation.
In addition to his work at OJM, Michael conducts seminars in Cincinnati, Columbus, Lexington, and Louisville that cover the areas of basic financial planning, wealth accumulation, asset protection, and debt management.
Michael is a co-author of the book Financial Planning for Physicians: Strategies for Saving Money and Securing your Financial Future - From Student Loan Repayment Through Retirement and a contributing author of the book For Ohio Doctors: Shedding Light on Asset Protection, Tax & Estate Planning along with five law firms throughout the state of Ohio. He has been recognized as one of the nations' 150 best financial advisors for physicians by Medical Economics.
Michael graduated from the University of Kentucky with a Bachelor of Business Administration degree. He is continually striving to increase his knowledge, skill, and value to clients. He has also earned the designation of Certified Financial Planner. He is very active in multiple community activities. Michael can be reached at firstname.lastname@example.org or (877) 656-4362.
John K. Kelly, CLU, RHU
John Kelly is a Director of Financial Planning with over twenty years of experience in the financial services industry. John focuses on Executive Compensation Plans, Business Continuation, and Retirement Planning, including qualified retirement plans, non-qualified deferred compensation and disability income plans. Qualified plan clients range from single-person, professional corporation plans to Las Vegas casinos with thousands of employees. Mr. Kelly's specialty is working with closely held businesses and professionals to maximize retirement income.
John obtained a Bachelor's Degree in Marketing from Arizona State University. He obtained his Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania, and his Registered Health Underwriter (RHU) from The National Association of Health Underwriters, Washington, D.C.
John is married and lives in Phoenix, Arizona with his wife, Pamela, and their four children. He can be reached at email@example.com or (602) 374-8657
Jason Wainscott, JD
Jason Wainscott is the Chief Compliance Officer and is responsible for administering and enforcing OJM Group's compliance and supervisory policies and procedures. He monitors OJM's consumer regulatory compliance activities and provides reasonable assurance that operational controls are adequately implemented and operating as intended to comply with federal laws and state regulatory requirements. OJM has implemented our compliance program in order to contribute to our immediate and long-term success by ensuring that our clients' interests are always placed ahead of the interests of the firm.
Prior to joining OJM, Jason served as Staff Counsel for the Cincinnati Insurance Company. He earned his undergraduate degree from the University of Cincinnati and went on to earn his Juris Doctor from Loyola University New Orleans School of Law. Jason is currently admitted to the Ohio bar and the United States District Court, Southern District of Ohio. He is a member of the ABA, the OSBA and the Association of Corporate Counsel. Jason lives with his family in Cincinnati and can be reached at firstname.lastname@example.org or (513) 792-4294
John M. Miller
John Miller is the Director of Interactive Media and is responsible for the creation, direction, and implementation of OJM's brand, electronic and print communications, web presence, and new media initiatives. Additionally, he provides graphic design for promotional marketing collateral and administers OJM's information technology needs.
John graduated from the University of Pittsburgh with a Bachelor of Arts. He can be reached at email@example.com or (513) 792-4295.
Matthew M. Jahn, CLU, CLTC, ALMI
Matthew Jahn is the Advanced Insurance Case Designer at OJM Group and is a veteran of over 15 years of the Life and Long Term Care industry. Prior to joining OJM Group, Matt worked with multiple insurance companies providing direction on strategic product design and development for life insurance, long-term care, and annuities. He has also worked with financial planners across the country to help them integrate insurance planning into their practice by providing support and advice in all aspects and steps of the planning process.
Matt holds a bachelor's degree from Indiana University as well as his Chartered Life Underwriter (CLU), Certified Long Term Care Specialist (CLTC), and Associate of the Life Management Institute (ALMI) designations. He can be reached at firstname.lastname@example.org or 513-618-2680.
Kathy is the Sales and Marketing Coordinator at OJM Group. Her responsibilities include coordination of conference calls for clients and prospective clients, response to customer inquiries, archiving of customer contact information and data, and general support of all sales and marketing activities.
Kathy brings more than 20 years of experience in customer service, marketing and communications to her position with OJM.
Lynn is an insurance underwriting specialist at OJM Group. Her responsibilities include the general oversight of insurance services. Lynn also serves as the primary liaison between our clients and the insurance companies with whom we partner.
In addition to insurance underwriting, Lynn brings more than 20 years of experience in various underwriting capacities from the banking and mortgage industries and a passion for excellent customer service.
Diana is the initial voice at OJM Group you hear every day. While working with new prospects through the initial phase of the consult, Diana also has the responsibility as a Client Service Administrator. Diana is able to schedule conference calls, respond to client inquiries and serves as liaison between sales, marketing and general office organizations.
Diana brings more than 15 years of customer service and problem resolution experience to her position within the OJM Group.