About the Presenter:
Robert Peelman, CFP®, the Director of Wealth Management at OJM Group. He has over 14 years of experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Bob works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come. Prior to joining OJM, Bob was a financial advisor with Morgan Stanley Wealth Management. Bob received his Bachelor of Science in Business Administration from the University of Kentucky and has earned the designation of Certified Financial Planner™.
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