The Firm

OJM's unique multi-disciplinary consulting model is a result of the firm's genesis. A brief history of the firm may help illustrate OJM's commitment to providing integrated, comprehensive planning to its clients. Prior to their merger that led to the creation of OJM in 2007, Jason O'Dell and David Mandell had each established themselves as nationally-known experts in their fields. Jason O'Dell is the author of the book Financial Planning for Physicians: Strategies for Saving Money and Securing your Financial Future and has delivered lectures at universities and conferences nationally. Further, he had been recognized by Medical Economics as one of the nation's leading financial planning firms. Since 1992, his firm had built a client base of over 800 physicians, business owners, wealthy families and professional athletes in more than 30 states and 3 foreign countries.

David Mandell is one of the country's leading experts in the fields of risk management, asset protection and financial planning, and has been interviewed as a renowned authority on these topics by Bloomberg Television, FOX-TV and dozens of radio programs. His articles are regularly featured in more than 30 national medical and business publications, and he has written Risk Management for the Practicing Physician , a Category I CME-certified monograph.

Today, OJM Group is a multi-disciplinary financial consulting firm, working with more than 1,000 clients nationwide to help them keep more of what they earn and expose less to taxes, lawsuits and poor performing investments. Mr. Mandell and Mr. O'Dell are co-authors of several national and state-specific financial resources for physicians and
                                         business owners, including:

                                         Wealth Secrets of the Affluent
                                         For Doctors Only: A Guide to Working Less and Building More
                                         For Ohio Doctors, Shedding Light on Asset Protection, Tax and Estate Planning
                                         For New York Doctors: A Guide to Asset
                                         Protection, Tax Reduction, and Practice and Wealth Management
                                         For Georgia Doctors, Fresh Ideas on Asset Protection, Tax, Practice Planning,
                                         Wealth Accumulation and Estate Planning
                                         For California Doctors, A Guide to Working Less & Building More