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. He is also 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. 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. 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 another 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 more than five books for physicians, including For Doctors Only: A Guide to Working Less & Building More as well as state-specific version of the book in California and Ohio.

Mr. Mandell has also written Risk Management for the Practicing Physician - a Category 1 CME-certified monograph. 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 mandell@ojmgroup.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. Carole lives and works in the Cincinnati area and can be reached at carole@ojmgroup.com or 877-656-4362.

Andrew Taylor, CFP®

Andrew Taylor is a Portfolio 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.

Mr. Taylor holds a bachelor's degree from the University of Kentucky and is a Certified Financial Planner. He is a member of the Financial Planning Association and lives with his family in the Greater Cincinnati area. Andrew can be reached directly at ataylor@ojmgroup.com or 513-792-4287.

Robert G. Peelman, CFP®

Robert G. Peelman is a seasoned Wealth Manager 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 seasoned specialist 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 the prestigious 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. He can be reached at robert@ojmgroup.com or 513-791-7525.

Terry Allman, CPC, QPA, QKA, CRPC®

Terry Allman is the Institutional Portfolio Manager at OJM Group. Terry has almost twenty years of experience in investing and retirement planning at some of the nation's most prestigious firms. Terry's extensive background in portfolio management and qualified retirement plan design/implementation makes him a key member of our team.

Prior to joining OJM, Terry lead teams in his areas of specialization at Morgan Stanley, Fidelity Investments, Northern Trust Retirement Consulting, and other well-known national firms. In these institutions, Terry helped clients from as small as one-owner entrepreneurial businesses to Fortune 100 companies, such as Motorola, Goodyear Tire, Pacific Telesis, & USG.

Terry received a Bachelor of Arts degree in Economics from Indiana University. He has passed Level I of the Chartered Financial Analyst (CFA) exam. Terry has already earned the following designations:

• Certified Pension Consultant (CPC) - ASPPA
• Qualified Pension Administrator (QPA) - ASPPA
• Qualified 401(k) Administrator (QKA) - ASPPA
• Chartered Retirement Planning Counselor (CRPC) - College of Financial Planning

Terry lives and works in the Cincinnati area and can be reached at terry@ojmgroup.com or 877-656-4362.

Kimberly Renners, MBA, CPA (Inactive)

Kimberly Renners is Director of Wealth Management at OJM Group. Kim has over eighteen years of experience as a financial analyst 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 both the equity and fixed income markets to enhance portfolio returns.

Kim received a Bachelor of Science degree in Accounting from Miami University and earned an MBA from Xavier University, where she majored in Finance. She is an Executive Advisor for the Department of Finance at Xavier University and is a member of the CFA Society of Cincinnati. Kim lives and works in the Cincinnati area and can be reached at kim@ojmgroup.com or 877-656-4362.

Michael Lewellen, CFP®

Michael Lewellen is the 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. He is also 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. As an advisor at The O'Dell Group, 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. He can be reached at michael@ojmgroup.com or 877-656-4362.

Paul Wilson, CRPC®

R. Paul Wilson is OJM Group's Regional Manager of Private Client Services. Recognized in 2008 by Cincinnati Magazine as "Best in Client Satisfaction" by 5-Star Wealth Managers, Paul has provided comprehensive financial planning solutions to physicians since 1999. His inclusion in Guardian Publishing's speakers' bureau gives him the ability to provide articles, books, seminars and CME to physicians and their practices. He 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.

Paul has lived in Cincinnati, Ohio since 1980, and attended the University of Cincinnati College of Business Administration, with a major in Marketing and Family Business. He maintains life and health insurance licenses. He has a personal understanding of the challenges physicians face through numerous family members and close friends, who are all physicians. Paul can be reached at paul@ojmgroup.com or 513-618-2691.

Michael Berry, ChFC

Michael is a Managing Director at OJM Group. He brings to the team more than 12 years of experience in the financial services arena, with specialties in insurance, asset management and comprehensive financial planning for high net worth individuals, families, and business owners. Michael is a contributing author on OJM's newest book For New York Doctors: A Guide to Working Less & Building More.

Prior to joining OJM, Michael was a leading financial representative with the Northwestern Mutual Financial Network. Michael has received several industry awards over the years.

Michael graduated from the University of Rhode Island with a Bachelor of Arts degree in Communications. He holds the Chartered Financial Consultant (ChFC) designation from the American College. Michael lives in Newtown, CT with his wife, Christine, and their three children. He can be reached at mberry@ojmgroup.com or (203) 449-7100.

John K. Kelly, CLU, RHU

John has over twenty years of experience in the financial services industry. Prior to founding Integrated Financial Group, Inc. (IFG) in 1995, he held sales and sales manager positions at several insurance companies and insurance brokerages. John is an investment advisor with OJM Group.

IFG, with nearly 200 clients, controls approximately sixty qualified plans with assets of roughly $40 million through Mr. Kelly's securities license, and specializes in the areas of 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.

John M. Miller

John Miller is the Director of Interactive Media at OJM Group. He is responsible for the creation, maintenance, and implementation of OJM's messaging, electronic and print communications, social media, and overall online presence. Additionally, John manages OJM's brand, website and information technology needs. He brings ten years of experience that encompasses each of these areas. John graduated from the University of Pittsburgh with a Bachelor of Arts.

Adam Braunscheidel

Adam Braunscheidel is a Portfolio Analyst 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 - he plans to expand his investment education in the near future. Adam can be reached at adam@ojmgroup.com or 513-791-7525.

Kathy Allard

Kathy is a 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 Lukey

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 Gannon

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.