michael lewellen team member page portrait

H. MICHAEL LEWELLEN CFP®

DIRECTOR OF FINANCIAL PLANNING, PARTNER

Michael Lewellen is an experienced financial planner, who has worked with OJM clients for more than 16 years. In his role as Director of Financial Planning, Michael coordinates all areas of OJM’s multidisciplinary expertise to help clients make educated decisions in each planning area to achieve their long-term financial goals.

Michael is a contributing author of the financial resources Wealth Planning for the Modern Physician and Wealth Management Made Simple, and author of more than a dozen articles on retirement planning, insurance, and wealth accumulation. He has also presented numerous lectures, webcasts, and podcasts on a broad scope of financial topics for regional and national groups.

Education and Professional Designations

University of Kentucky
BS in Business Administration
(Finance)
 
Certified Financial Planner™

RECENT ARTICLES, VIDEOS & PODCASTS

older person in long-term care
Webcasts

What is the “Cost” of Having—or Not Having—Long Term Care Insurance?

OJM Group's Michael Lewellen, CPF® discusses the cost of Long Term Care Insurance for physicians,…
are your finances ready for 2020
David Mandell

Are Your Finances Ready? Advice for the New Year

OJM Partners Jason O'Dell, David Mandell and Carole Foos, along with Director of Financial Planning…
near year financial tips are you ready?
Webcasts

Advice for the New Year

OJM Group's firm partners and team members offer some new year financial tips that may…