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 co-author of the financial resource For Ohio Doctors and 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

Webcasts

Protecting Your Family’s Wealth in the Last Years of Life

In our September 2018 on-demand webcast OJM Director of Financial Planning Michael Lewellen, CFP, discusses…
roth ira piggy bank
Michael Lewellen

Backdoor Roth IRA Strategy

In our latest podcast, OJM Director of Financial Planning Michael Lewellen, CFP®  and Director of…
roth ira piggy bank calculator
Webcasts

Backdoor Roth IRA Strategy

In our August 2018 on-demand webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP,…