Michael Lewellen is an experienced financial planner, who has worked with OJM clients for more than 16 years. In his role as Director of Financial Planning, Michael coordinates all areas of OJM’s multidisciplinary expertise to help clients make educated decisions in each planning area to achieve their long-term financial goals.
Michael is a contributing author of the financial resources Wealth Planning for the Modern Physician and Wealth Management Made Simple, and author of more than a dozen articles on retirement planning, insurance, and wealth accumulation. He has also presented numerous lectures, webcasts, and podcasts on a broad scope of financial topics for regional and national groups.
Education and Professional Designations
University of Kentucky
BS in Business Administration
(Finance)
Certified Financial Planner™
University of Kentucky
BS in Business Administration
(Finance)
Certified Financial Planner™
