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.

Christopher Jarvis, MBA

Christopher R. Jarvis is an owner of OJM Group. He is a consultant who works with physicians, business owners, 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.

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 formerly held 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 and is a member of the Vistage/TEC Chief Executive Group. Mr. Jarvis grew up in Providence, Rhode Island and now lives in Dallas, Texas. He can be reached at jarvis@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.

Robert G. Peelman

Robert is a Wealth Manager at OJM Group. Robert has over 8 years experience in the field of asset management and comprehensive financial planning for high net worth families, physicians, and business owners throughout the country.

Prior to joining OJM, Robert managed assets at Morgan Stanley Smith Barney, where he began his practice in 2003. He has extensive experience in many facets of wealth management that includes portfolio construction, implementation and planning. Robert currently holds the Series 7, 66, and 31 Securities licenses as well as Life & Health Insurance license.

Robert is very active in the community, maintaining leadership positions and volunteering his time to several organizations. Robert holds a Bachelors of Business Administration from the University of Kentucky. He can be reached at robert@ojmgroup.com or 513-791-7525.

Dinah Bird, Ph.D., CFP®, CIMA

Dinah is Director of Institutional Development and Portfolio Management at OJM Group. In her 21 years of experience in financial services, Dr. Bird's passion has been helping clients achieve their financial goals and provide excellent service. She has managed portfolios for institutions and individuals from more than two dozen countries. While serving clients at Dean Investments, a private money manager, she also was a member of the Investment Committee responsible for over $7 billion in assets and managed operations as well as marketing departments. Dr. Bird initiated and developed an international portfolio with Newton Investments in London early in her career. Her expertise in portfolio management contributed in the product development and launch of the iShares Exchanged Traded Funds (ETFs) at Barclays Global Investors, then a subsidiary of Barclays Bank, which is a leading global bank. The iShares became the largest family of mutual funds in the world.

Dr. Bird has addressed in formal presentations or panel discussions over 300 groups of individuals or professional organizations all over the United States, Europe, Australia, South America, Far East and Middle East. Dinah has a remarkable grasp of global investments. Plus, she has extensive experience in many facets of wealth management that includes portfolio construction with alternative investments. The hallmark of her portfolios is growth while controlling risk and generating income.

Dr. Bird has a CFP®, and CIMA that uniquely qualifies her to offer institutions and individual clients a high level of investment expertise. She graduated with Highest Honors with a B.S. from Southwest Texas University, M.S. from Texas Tech University, M.A. and Ph.D. from the Claremont Graduate School where she studied under Peter Drucker, the Father of Management Science. She is also a Level III graduate of the Securities Industry Institute of the Wharton School of Business at the University of Pennsylvania.

Dinah volunteers her time and talents to the Cincinnati Museum Center at Union Terminal in the Institutional Advancement area. She is an active member of the Augusta Art Guild and supports various youth groups in her local community. She can be reached at dinah@ojmgroup.com or (877) 656-4362.

Terry Allman, CPC, QPA, QKA, CRPC®

Terry Allman is Co-Director of Wealth Management and a Qualified Plan Expert 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 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.

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, as well as securities Series 7 and Series 63 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 and is NASD series 6, 63, 66, and 7 registered. 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.