OUR TEAM

Our team at OJM Group consists of a distinctive team of professionals who seek to offer an exceptional combination of insight, knowledge and expertise. Together, our team members provide the client-focused, comprehensive, multidisciplinary approach that we believe has come to define OJM Group.

michael lewellen team page headshot

H. MICHAEL LEWELLEN, CFP®

DIRECTOR OF FINANCIAL PLANNING, PARTNER

bob peelman team page headshot

BOB PEELMAN, CFP®

DIRECTOR OF WEALTH ADVISORS

anne septic team page headshot

ANNE SEPTIC, CPA

CHIEF COMPLIANCE OFFICER & OPERATIONS MANAGER

andrew taylor team page headshot

ANDREW TAYLOR, CFP®

WEALTH ADVISOR

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JOHN KELLY, CLU®, RHU®

FINANCIAL ADVISOR

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KATHY ALLARD

MARKETING COORDINATOR

emily cosgrove team page headshot

EMILY COSGROVE (MILLER)

CLIENT SERVICES ASSOCIATE & MARKETING ASSISTANT

kristen leis team page headshot

KRISTEN LEIS

CLIENT SERVICES ASSOCIATE

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LYNN LUKEY

UNDERWRITING COORDINATOR