Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly encountered affluent clients young and pre-retirement struggling to create a proper coordinated financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people to understand financial reality. After years in the business, we have developed a reputation for educating individuals by proving in writing new ideas that make a significant difference in their success, helping them grasp personal finance and use those concepts to pursue their financial objectives. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. Each client is assigned a team to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our clients deserve to have advisors that will be there for them in person on demand. They deserve, to be told with complete transparency all information pertaining to every aspect of their portfolio. Clients via personal pin can see their accounts anytime they wish and understand completely how to read what they see.
The OCM diversification approach is consistently both fundamental and technical. In short, our information mining team collects worldwide economic information then it is applied to each account you have after a technical analysis has been completed on each one. We do not have a crystal ball at OCM. OCM begins each decision with a goal of protecting your principal. This is why we employ money managers with exit strategies, and many other techniques to minimize market downturns.
CEO, Investment Advisor Representative
Vice President, Investment Advisor Representative
Insurance Planning Consultant
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
As professionals with years of experience in financial services, we help more people better. Our business continuity plan includes seven financial advisors with numerous industry awards and over twenty years of experience. We exist to be of service to our clients.