Skip to main content


OJM Group’s firm partners and team members offer some new year financial tips that may help you protect personal and business assets, reduce taxes and build wealth in 2020 and beyond. Interested in a specific topic? Feel free to click the topic below to skip ahead. Please note, this will open the video in a new browser window.

David Mandell, JD, MBA presents Asset Protection at 00:48

Carole Foos, CPA presents Tax Tips at 04:06

Adam Braunscheidel, CFP covers an Investment Outlook at 11:07

Jason O’Dell, MS, CWM discusses Retirement Plans at 16:13

Michael Lewellen, CFP covers Financial Planning at 20:23