Firm History

Prior to their creation of OJM, Jason O'Dell, Christopher Jarvis, 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, his practice had been recognized by both Medical Economics as one of the nation's leading financial planning firms. Since 1992, his firm had built a client base of over 1,000 physicians, business owners, wealthy families and professional athletes in more than 30 states and 3 foreign countries.

After meeting at UCLA's Anderson Graduate School of Business, Christopher Jarvis and David Mandell formed Jarvis & Mandell, LLC in 1998. Since that time, they have become two of the country's leading experts in the fields of wealth planning and protection, appearing on television, radio, and hundreds of local and national conferences. In addition, they have authored the books Wealth Protection: Build Preserve Your Financial Fortress, Wealth Protection, MD, Financial Secrets to Franchising Success, Financial Planning for Physicians, The Doctor's Wealth Protection Guide, and Risk Management for the Practicing Physician. Their newest book, Wealth Secrets of the Affluent, published by John Wiley & Sons, will be in bookstores in April, 2008.

Firm Philosophy

OJM provides independent fee-based, multi-disciplinary collaborative wealth planning.

Let us examine each of these elements:

1. Independence

OJM is not affiliated with any mutual fund, investment or insurance company. We can access nearly every major company, fund, and insurance product for our clients. In this way, we work for our client, not any vendor. We can be independent in our analysis and recommend products that are in the best interests of our clients.

2. Fee Based

OJM has tremendous experience and expertise. We operate as consultants who charge a fee for our time and capability. By charging fees, we are able to maintain our independence (no company provides us staff or pays for overhead).

3. Multi-Disciplinary

In addition to our expertise, our multi-disciplinary approach sets us apart from our competitors. At OJM, we have two attorneys, one CPA, three MBAs, and various securities and insurance designations as part of our team. This allows us to analyze our clients' issues from different perspectives and provide sophisticated solutions.

Moreover, in providing advice in the area of asset protection, OJM has a standing engagement with The Law Offices of David B. Mandell, PC (www.mandellpc.com) to provide all asset protection analyses and recommendations.

4. Collaborative

At OJM, we collaborate with a number of expert back offices whose expertise we can bring to bear for clients when it is required. Also, to serve our nationwide clientele, we have developed relationships with numerous law firms and CPA firms throughout the country. For more on this please click here.

5. Wealth Planning

Our work, first and foremost, is planning. To provide this high-level planning, we have developed a rigorous planning process. By taking our clients through the planning process, we are assured to undergo the proper analyses and make the right recommendations. Of course, we also assist our clients in every phase of the implementation state of their planning as well.

Endorsements & Experience

The principals of OJM have created educational programs for, delivered seminars to, and received endorsements from a variety of organizations and been featured in many publications, including:

Publications:

• The Wall Street Journal
• The Los Angeles Business Journal
• The Detroit Free Press
• Sacramento Bee
• Orange County Register
• International College of Surgeons
• American Society of Internal Medicine
• Society of Gynecologic Oncologists
• Long Beach Community Health Center
• UCLA Medical School
• Los Angeles Metropolitan Medical Center
• Ventura County Medical Association
• California Orthopedic Medical Clinic
• Iranian Medical Society
• Orthopedic Special Edition
• Strategic Orthopaedics
• American Assoc. of Physicians of Indian Origin
• Conomikes Reports, Inc.
• Anesthesiology News
• American Medical News
• American Society of Interns and Residents
• Physicians Desk Reference
• Society of Gynecologic Oncologists
• American Medical Association
• West Virginia Medical Association
• International College of Surgeons (Alliance)
• American Medical Association Alliance
• Physicians Planning Services Corp.
• American Society of Oncology Fellows
• Rittenhouse Book Distributors
• J.A. Majors Book Publishing
• Matthews Medical Books
• American Phillipino Physician Association
• Texas Medical Association
• Fairfield County (CT) Medical Association
• Florida Medical Association
• SEAK
• The Learning Annex
• UCLA Law School
• American Society Of Plastic Surgeons
• American Society of Aesthetic Plastic Surgery
• American Academy of Ophthalmology
• American Academy of Dermatology
• American Association of Neurological Surgeons
• New Jersey Society of Plastic Surgery
• New England Society of Plastic Surgery
• New York Ophthalmologic Society
• UCLA Money Management Seminar
• Medscape.com
• Geofrey Moore Marketing Co.
• Tennessee Medical Association
• The Summit Continuing Education Seminars for Attorneys and CPAs
• Taking the Next Steps Entrepreneurial Conference

Radio Programs:

• It's Your Money with Bill Bailey
• Bloomberg Business Radio
• REACHMD on XM Radio
• Business Talk Radio
• WCHT 600AM
• KYW 1060AM
• WKHM 970AM
• KKSM 1320AM
• WYSR 570AM
• KSFR 90.7FM
• WDTR 90.9FM
• WABJ 1490AM
• WCUB 980AM
• WPTT 1360AM
• KSWN 93.9FM
• KSRK 540AM
• KOA 850AM
• WPTT 1360AM
• WGVU AM/FM
• KPQ 560AM
• KGAB 650AM
• WBNW 1120AM
• WFHR 1320AM
• WAIF 88.3FM
• KCBR 1040AM
• WFRX 1300AM

Team Members

Jason O'Dell

Jason O'Dell is one of the principals of O'Dell Jarvis Mandell. Jason is one of the co-authors of the book For Doctors Only: A Guide To Working Less & Building More. Jason has experience as an entrepreneur, financial consultant and investment advisor and has been working with clients for over 15 years.

Jason has conducted financial planning, asset protection and wealth management lectures in Cincinnati, Columbus, Dayton, Lexington, Louisville, Nashville, and Indianapolis. Jason has been recognized by Medical Economics as "One of the Best Financial Advisers to Physicians" and has been published in a number of periodicals, including General Surgery News, American College of Emergency Physicians, and Orthopedic News.

Jason graduated with a Bachelor of Arts degree in Economics from The Ohio State University. Striving to continue to increase his knowledge, skill, and value to clients, Jason is pursuing the designation of Certified Financial Planner. Jason is a member of the Financial Planning Association, Cincinnati Estate Planning Council, Cincinnati Chamber of Commerce and the CEO Roundtable Group. Jason is also a member of the Board of Director of The David Bradley Wick Foundation. Jason lives and works in the Cincinnati area. He can be reached at odell@ojmgroup.com or 877-656-4362.

Christopher Jarvis, MBA

Christopher R. Jarvis is a principal of OJM. He is a financial services professional who specializes in working with business owners, physicians and other professionals around the country. Chris has experience as an actuary, entrepreneur, and financial consultant. He has helped start insurance companies for Fortune 100 firms and has created financial plans for individuals across the country.

Mr. Jarvis has been quoted in the Wall Street Journal and the Los Angeles Business Journal. Chris has appeared on Bloomberg Television and has been a guest on over 100 radio programs. He has co-authored financial and legal texts for doctors, business owners, real estate investors and financial planners. Mr. Jarvis has co-authored five books with Mr. Mandell, including Wealth Protection MD: The Ultimate Financial Guide for 21st Century Physicians and Wealth Protection: Build and Preserve Your Financial Fortress.

Chris has addressed over 100 groups, including the International College of Surgeons, American Association of Neurological Surgeons, the Association of Chamber of Commerce Executives, Associated General Contractors, The Summit (CE seminar for attorneys and accountants), the UCLA Law School, the Learning Annex, The American Medical Women's Association and The Anderson School (MBA Program at UCLA). Chris' articles have been featured in over 100 national publications.

Chris holds an honor's degree in applied mathematics from the University of Rhode Island. He earned a Master's of Business Administration from UCLA where he majored in finance and entrepreneurial studies. Chris was awarded the Los Angeles Chapter of the Young President's Organization's (YPO) Ken Kennedy Fellowship for his entrepreneurial achievement in 1998. Mr. Jarvis also holds a seat on the board of governors for the Sigma Phi Epsilon Education Foundation. He can also be found in Lexington's Who's Who in Finance. Mr. Jarvis grew up in Providence, Rhode Island and now lives in Austin, Texas. He can be reached at jarvis@ojmgroup.com or 877-656-4362.

Download Christopher Jarvis' C.V.

David Mandell, JD, MBA

David B. Mandell, JD, MBA is another principal of O'Dell Jarvis Mandell. David is an attorney, author, and renowned authority in the fields of risk management, asset protection and financial planning. In addition to his role at OJM, serves as an attorney in the Law Office of David B. Mandell, P.C.

As a writer, Mr. Mandell has co-authored the book WEALTH PROTECTION: Build & Preserve Your Financial Fortress and is the author of Wealth Secrets: The Keys to Fortune Building and Asset Protection which will be released on April 11, 2008. Like Wealth Protection, Wealth Secrets will be published by John Wiley & Sons, the oldest book publisher in the U.S. and the largest publisher of business books in the world. The book has been well-reviewed by numerous well-known periodicals, including WORTH Magazine.

Mr. Mandell has also written The Doctor's Wealth Protection Guide (endorsed by five state medical societies) and Risk Management for the Practicing Physician. His articles regularly appear in over thirty leading national publications, including The American Medical News, 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.

Michael Lewellen

Michael Lewellen is a senior financial advisor at OJM. 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. 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 is currently pursuing 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.

Kimberly Renners, MBA

Kimberly Renners is Director of Wealth Management at OJM. Kim has over thirteen 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.

Carole Foos, CPA

Carole Foos is a Certified Public Accountant (CPA) offering tax analysis and tax planning services to OJM 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.

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 carolefoos@cinci.rr.com.

Danielle Jarvis, JD

Danielle Jarvis is an attorney and financial professional with licenses in insurance and securities. Mrs. Jarvis has served as general counsel to a broker-dealer and has experience as an estate planning attorney in Nebraska. Mrs. Jarvis has experience with farmers, ranchers, and small business owners. This experience helped her make significant contributions as a co-author of Financial Secrets to Franchising Success .

Danielle graduated from Creighton University where she majored in English. Mrs. Jarvis earned her law degree from Creighton University's School of Law. She is a member of the Nebraska Bar Association. She lives in Austin, Texas.

Kathy Allard

Kathy is a Sales and Marketing Coordinator at O'Dell Jarvis Mandell. 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 O'Dell Jarvis Mandell. 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.

Collaborative Firms

In addition to the services that business units of the OJM Group offer, there are additional services that medical practices and business owners need to run more efficiently and profitably. OJM has sought out market leaders who not only can bring a high level of service but who also are committed to helping clients through a collaborative, multi-disciplinary planning approach.

OJM can help clients build a team of advisors by calling on the expertise of:

• Asset Protection attorneys.
• Estate Planning attorneys in over 40 states.
• Healthcare attorneys who can provide services nationwide.
• National Accounting firms who offer services for individuals, corporations, partnerships and limited liability companies.
• Property Casualty Insurance Services through Tegner-Miller.
• Retirement Plan services are offered through MJ Consulting Group.
• Retirement Plan management is offered by relationships with large, national firms with offices in all 50 states.
• Health insurance through various partners nationwide.
• And others.

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