Author: Kristen Halbert

On air, The Captain and Jason Chlup were joined by James Balfour, CFA, Senior Portfolio Manager. Jason and James share… Read more

The LOM Financial Group is pleased to announce that Paul Henry has joined LOM as an Investment Advisor in the… Read more

We are pleased to share our new formal 2023 Annual Report. To view previous years’ financial statements, click here.

In this episode of Wealth Wednesday, we introduce two new team members who bring a wealth of experience and knowledge,… Read more

This Wealth Wednesday episode focuses on financial literacy, particularly the importance of understanding accounting for both personal and business finances…. Read more

In this episode of Wealth Wednesday, we welcome investment advisor Paul Henry to the LOM Cayman team. Paul joins us… Read more

In this episode of Wealth Wednesday, we welcome James Balfour, our new Senior Portfolio Manager, with extensive experience in both… Read more

DJ Shelly Thunder of Ocean 89 and Jason Chlup (Investment Advisor) are back for another episode of Wealth Wednesday. This… Read more

Various components make up a good financial plan – budgeting, debt management, emergency funds, investments, insurance and estate planning to… Read more

Jason Chlup, Investment Advisor, and DJ Shelly Thunder welcome 2024 with renewed optimism and a proactive approach towards financial well-being…. Read more