Firm History
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, 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, 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.
Shortly after meeting at UCLA's Anderson Graduate School of Business in 1995, Christopher Jarvis and David Mandell formed Jarvis & Mandell, LLC. They have become two of the country's leading experts in the fields of wealth planning and protection, appearing on Bloomberg Television, dozens of radio programs, and hundreds of local and national conferences. In addition, they have authored the books Wealth Protection: Build Preserve Your Financial Fortress, Wealth Protection, MD, The Doctor's Wealth Protection Guide, and Risk Management for the Practicing Physician. Their latest book, Wealth Secrets of the Affluent, published by John Wiley & Sons, is in bookstores now.
Firm Philosophy
OJM provides independent and fee-based, collaborative multi-disciplinary wealth planning.
To better understand what this is, let us examine each of these elements separately to see what it means to OJM clients:
1. Independence
OJM is not affiliated with any mutual fund, investment or insurance company. OJM can access nearly every major investment vehicle, open fund, or insurance product for clients. In this way, OJM works for the client and is not influenced by any vendor. OJM's independence makes it easier for the firm to analyze a client situation and provide unbiased recommendations of products and solutions that are in the best interest of the clients.
2. Fee Based
OJM's tremendous experience and expertise drives the planning model. OJM's clients are looking for analysis and recommendations that are unbiased. As a result, OJM offers clients consulting engagements for a flat fee. By avoiding hourly billing, OJM and its clients have the same goal - efficient and effective analysis of the situation, presentation of opportunities and ultimate implementation of a solution. The shorter the time period to solve client problems, the less it costs clients in time and money.
3. Multi-Disciplinary
The combination of OJM's expertise and multi-disciplinary approach set the firm apart from other advisory firms. OJM relies on the experience of an attorney, two CPAs (one in-active), three MBAs, and various securities and insurance professionals. By considering various strategies and applications from a variety of disciplines, OJM tries to avoid planning overlaps (which can be costly) and planning holes (which can be devastating to a family or a business). The goal is a less expensive endeavor that more adequately addresses the wide range of concerns a client may have.
4. Collaborative
Every client has a unique combination of concerns, risks and goals. OJM realizes that a truly comprehensive plan requires the collaboration of a number of other specialists. Most clients will require the assistance of an accountant, an attorney familiar with state-specific concerns, and possibly a national expert in a specific area of taxation or benefits planning. OJM can work with a client's existing advisors or help the client find new advisors if the client has outgrown the existing ones. For more on this please click here.
5. Wealth Planning
From OJM's experience working with over 1,000 clients, it has learned what processes are most efficient. To reduce total cost to the clients and to most effectively address the client's issues, OJM has developed a proprietary planning process. By taking clients through its unique planning process, OJM assures its client that there is a systematic way to cover all important issues. After analyzing all areas of its engagement, OJM offers analysis and works with its clients to design the best possible implementation plan. If clients want to continue working with OJM, the firm will gladly assist clients in every phase of the implementation.
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 O'Dell Jarvis Mandell, LLC with offices in Ohio, Texas, Florida, Arizona and New York. He is a financial services professional who specializes in working 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.
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, wealthy Americans, business owners, and more specifically, franchise owners. Mr. Jarvis has co-authored six books specifically for doctors with Mr. Mandell, including Wealth Protection MD: The Ultimate Financial Guide for 21st Century Physicians and For Doctors Only: A Guide to Working Less and Building More. He has also coauthored two books for John Wiley & Sons, Wealth Protection: Build and Preserve Your Financial Fortress and Wealth Secrets of the Affluent.
Chris has addressed over 100 groups, including the International College of Surgeons, American Association of Neurological Surgeons, the American College of Mohs Surgeons, the Association of Chamber of Commerce Executives, Associated General Contractors, the American Medical Women's Association. Chris has also presented to the alumni of the UCLA Law School and the alumni of the Anderson School (MBA Program at UCLA). Chris' articles have been featured in over 50 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 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 Austin, Texas. He can be reached at jarvis@ojmgroup.com or 877-656-4362.
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 the Director of Financial Planning 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.
Paul Wilson
R. Paul Wilson is OJM Group's Regional Manger 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.
Paul has lived in Cincinnati, Ohio since 1980, and is a graduate of 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 in several states. 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.
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.
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.
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.
Becky Casteel
Becky is an administrative assistant with OJM Group in the Cincinnati office. Her responsibilities include distribution of books and marketing materials, purchasing, archival of client documents, and administration of the Practice Doctor program.
Becky brings more than 20 years of customer service, marketing and small business management experience to her position with OJM Group.
Collaborative Firms
Often, OJM's clients require expertise and services that OJM doesn't offer. The complexities of running a medical practice or business lead to additional challenges. Increased profitability often requires more efficient operations. OJM has sought out market leaders who not only provide a high-level of service but also espouse the benefits of a collaborative, multi-disciplinary planning approach.
OJM helps clients build a team that includes:
- Accountants
- Asset protection attorneys
- Estate planning attorneys in over 40 states
- Healthcare attorneys in a number of prominent firms
- And others
Free consultation
Free webinar
Contact us
Schedule seminar
Monthly newsletter
Free Article Library
OJM Bookstore
Download Jason O'Dell's C.V.
