Meet Our Leadership Team

Our experienced leadership combines decades of financial expertise with innovative thinking to deliver exceptional results for our clients.

Founder & Chief Executive Officer

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Jason Adams

Chief Executive Officer & Founder

Jason brings over 30 years of experience in managing the assets of High Net Worth individuals at some of the most prestigious firms on Wall Street. He is a published author, with unique credentials in the discipline of stock trading, research, and analysis.

Chief Operating Officer

Supporting our vision with operational excellence and client dedication

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Terrie Tillman

Chief Operating Officer

Terrie oversees all operational aspects of OIG with 18+ years in wealth management and client relations. Her expertise in risk management and regulatory compliance ensures our clients receive the highest level of service and protection.

Our Values

The principles that guide our approach to wealth management and client relationships

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Excellence

We strive for exceptional performance in everything we do, from our investment strategies to client service.

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Transparency

Clear communication and honest reporting build the trust that forms the foundation of our client relationships.

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Innovation

We continuously evolve our strategies and technology to stay ahead of market changes and opportunities.

Ready to Work with Our Team?

Schedule a consultation to meet our leadership team and learn how we can help maximize your wealth.