JASON M. O'DELL CURRICULUM VITAE AUTHOR, LECTURER & CONSULTANT 8044 Montgomery Road, Suite 440 Cincinnati, OH 45236 Tel: 877-656-4362 Fax: 866-913-4911 Education College for Financial Planning M.S., Financial Planning, 2011 American Academy of Financial Management Chartered Wealth Manager, 2007 The Ohio State University B.A., Economics, 1994 Professional Investment Advisor Representative Designations Life and Health Insurance Licensed & Licenses Property and Casualty Licensed Series 63 Experience Principal, OJM Group www.ojmgroup.com Cofounder of firm that specializes in wealth preservation and asset management solutions for the medical and business communities. Clients include, but are not limited to, medical groups & societies, closely-held businesses and individuals. Principal, The O Dell Group, LLC Founder of firm that specializes in consulting services for high net worth physicians and business owners. The O Dell Group, LLC was merged into OJM Group in 2007. Awards & Medical Economics: One of the Best Financial Advisers to Physicians Recognitions 2002, 2004, 2006, 2008, 2009, 2010, 2011, 2012, 2013 Cincinnati Magazine: Top Wealth Manager 2011, 2012 Memberships Financial Planning Association Cincinnati Estate Planning Council Association for Advanced Life Underwriting (AALU), Board Member Forum 400 Member Greater Cincinnati Alzheimer s Association, Board Member Partners Financial, Advisory Board Member
PUBLICATIONS For Doctors Only: A Guide to Working Less & Building More teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For Doctors Only helps doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort. Published 2007, 2008, 2009, and 2011. For California Doctors: A Guide to Asset Protection, Tax and Estate Planning California-specific version of For Doctors Only book, Published 2009. For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning Georgia-specific version of For Doctors Only book, Published 2011. For New York Doctors: A Guide to Asset Protection, Tax Reduction, Practice and Wealth Management New York-specific version of For Doctors Only book, Published 2011. For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning Ohio-specific version of For Doctors Only book, Published 2010. Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists Written by OJM principals and well-known Orthopaedic surgeon Dr. Peter J. Millett, of the Steadman Clinic in Vail, CO and formerly of the Harvard Medical School, this short book focuses on four concise lessons that may have a significant impact on your practice efficiency and long- term financial well-being. Published 2013 Fortune Building for Business Owners and Entrepreneurs All business owners and entrepreneurs want to make their business as financially efficient as possible, while also leveraging their personal investments. In this book, we focus on strategies we use to achieve these goals in our business as well as those that we have implemented for many of our business owner clients. Published 2013. Defense Win$: Wealth Defense Planning for Professional Athletes In this book, authors David B. Mandell, JD, MBA and Jason M. Odell, MS, CWM, educate professional athletes and their advisors about Wealth Defense planning effectively describing tactics they have implemented for more than 1,000 high net worth clients in their careers. Published 2014 Financial Planning for Physicians Guide for physicians on how to approach financial planning from their unique situation, Published 2006. SPEAKING ENGAGEMENTS National AACS Lecture, CME Seminar Jan 2011, Phoenix American Academy of Cosmetic Surgery, 24 th Annual Scientific Meeting Jan 2008, Orlando American College of Mohs Surgeons Annual Conference Apr 2009, Las Vegas Apr 2011, Las Vegas
American Educational Institute (AEI) Jun 2011, Detroit American Society of Ophthalmic Plastic & Reconstructive Surgery (ASOPRS) Symposium Jun 2010, Aspen Arthroscopy Association of N. America, AANA Nov 2011, Palm Desert Business of Medicine June 2012, San Diego Karen Zupko and Associates Sept 2013, Minneapolis NFP Fall Conference Sep 2011, Chicago Sep 2012, Chicago Mar 2014, Orlando Partners Financial Conference Apr 2011, Las Vegas Aug 2011, Boston PILMMA Super Summit Jun 2013, South Carolina State & Regional Academy of Medicine of Cincinnati, Financial Education Symposium Jan 2006 Atlantic Eye Physicians, Inc. May 2010, New Jersey Bethesda Family Medicine 1996 to present, Cincinnati Cincinnati Foot and Ankle Care, CME Seminar Oct 2011, Cincinnati Cincinnati Head and Neck, Inc.CME Seminar Mar 2011, Columbus Elms Digestive Disease Specialists, PA Mar 2009, Charleston Fairview Park Hospital, CME Seminar Jun 2011, Columbus Georgia Society of Anesthesiologists Jul 2009, Atlanta
Illinois Pain Institute, 11 th Annual Pain Symposium Oct 2011, Chicago Midwest Retina, Inc. Seminar Aug 2010, Columbus North Tucson Emergency Physicians Jan 2009, Tucson Ohio Podiatric Medical Association June 2012, Columbus Owensboro Community Health Network Oct 2008, Owensboro Peripheral Vascular Associates of Texas Jun 2009, San Antonio Riverhills Neuroscience Feb 2013, Cincinnati The Ohio State University Medical Center 1992-1996, Columbus University Hospital of Cincinnati 1996 to present, Cincinnati ARTICLES - MEDICAL PUBLICATIONS National Medical Groups ADVANCE for Directors Rehab American Academy of Cosmetic Surgery Surge American Association of Oral & Maxillofacial Surgeons AAOMS Today American College of Emergency Physicians Young Physicians Newsletter American College of Oral & Maxillofacial Surgeons ACOMS Review American Society for Aesthetic Plastic Surgery American Society of Cataract & Refractive Surgery Business of Medicine American Society of Dermatologic Surgery Currents Anesthesiology News Association of Women Surgeons Connections Hematology & Oncology News & Issues Insights in Senior Care International College of Surgeons Unique Opportunities (UO Works)
Independent Medical Publications Cardiology Options Cardiology Times Chiropractor Economics Clinical Oncology News Cosmetic Surgery Times Dermatology Times Diabetes Practice Options FHI Communications Gastroenterology & Endoscopy News General Surgery News MD News MD Options MedEsthetics Medical Justice Blog Ophthalmology Options Pain Medicine News Physicians Money Digest Physicians News Digest Physicians Practice Options Practiced Management Notes Spa Management Spine Biz & Beyond SurgiStrategies Regional Publications Eastern Orthopedic Association EOA News Fairfield County Medical Association Newsletter News Capsule NY Sight Southern Orthopedic Association Tibia Tribune Western Orthopedic Association WOA News