OUR TEAM

Together, our team members provide the client-focused, comprehensive, multidisciplinary approach that we believe has come to define OJM Group.

Headquartered in Ohio, with additional offices in Florida and Arizona, OJM Group consists of a distinctive group of professionals who seek to offer an exceptional combination of insight, knowledge and expertise, OJM Group is here to be your partner in the wealth management process.

Contact us today to schedule your free consultation to see if OJM might be the right fit for your specific situation.

jason o'dell cwm ms headshot

JASON M. O'DELL MS, CWM

COFOUNDER & MANAGING PARTNER

david mandell jd mba headshot

DAVID B. MANDELL JD, MBA

COFOUNDER & PARTNER

carole foos cpa headshot

CAROLE C. FOOS CPA

PARTNER

michael lewellen cfp headshot

H. MICHAEL LEWELLEN, CFP®

DIRECTOR OF FINANCIAL PLANNING, PARTNER

bob peelman cfp headshot

BOB PEELMAN, CFP®

DIRECTOR OF WEALTH ADVISORS, PARTNER

andrew taylor cfp headshot

ANDREW TAYLOR, CFP®

WEALTH ADVISOR, PARTNER

adam braunscheidel cfo headshot

ADAM BRAUNSCHEIDEL, CFP®

WEALTH ADVISOR, PARTNER

john kelly clu cltc headshot

JOHN KELLY, CLU®, CLTC®

MANAGING DIRECTOR, ARIZONA OFFICE

patrick hayes jd headshot

PATRICK HAYES JD

CHIEF COMPLIANCE OFFICER

anne septic headshot

ANNE SEPTIC, CPA

SENIOR ACCOUNTANT

kathy allard headshot

KATHY ALLARD

MARKETING COORDINATOR

kristen leis headshot

KRISTEN LEIS

CLIENT SERVICES ASSOCIATE

andrea earls headshot

ANDREA EARLS

CLIENT SERVICES ASSOCIATE

laini weiler headshot

LAINI WEILER

CLIENT SERVICES ASSOCIATE

jenna leppert headshot

JENNA LEPPERT

EXECUTIVE ADMINISTRATIVE ASSISTANT