Michael Lewellen
Director of Financial Planning, OJM Group | Wealth Management | Insurance Solutions | Financial Planning
- Role
- Director of Financial Planning at Ojm Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Michael Lewellen
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.
Experience
Director of Financial Planning
Oct 2003 — Present
Skills
- Asset Protection
- Securities
- Estate Planning
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Portfolio Management
- Investments
- Financial Advisory
- Investment Strategies
- High Net Worth Individuals
- Wealth
- Asset Management
- Investment Management
- Investment Advisory
- Retirement
- Financial Analysis
- Wealth Management Services
- Financial Planning
- Wealth Management
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