Jim Morella, CLU, CHFC, MSFS
For more than four decades, Jim has worked diligently to cultivate a deep knowledge of financial services and to use that knowledge to help guide clients through complex financial decisions.
In the early 1990’s, Jim first met and started collaborating with his colleague, Stephen Frank. “We really liked each other and we seemed to be aligned on our faith, family values and approach to working with clients,” Jim recalls. After a few years of working side by side, Jim and Stephen decided to formalize their business relationship and partnered to launch OND.
As the most senior member of the team, Jim continues to enjoy his day-to-day work with OND clients, many of whom are physicians, business owners and key executives. “I have so much confidence in our team,” says Jim. “The beauty of working with OND is that our clients know that we are all equally committed to them throughout the course of their lives.”
When he’s not at work, Jim runs marathons, plays golf and is learning to play the guitar. He is active at church and serves on the board of the Little Light House, a tuition-free Christian developmental center that serves children with special needs.
Jim and his wife, Kathy, reside in Tulsa where they thoroughly delight in spending time with their three grandchildren.