OND Financial Services - Jeffrey C. Shaughnessy

Welcome to OND Financial Services – where we think “Outside the Nine Dots.” Founded in 1998 by Stephen Frank and Jim Morella, our firm was built on a shared vision to serve clients with integrity and creativity. Over the years, the trust and confidence placed in us have allowed us to grow, expanding from our roots in Tulsa to serving clients nationwide. In 2017, we were thrilled to welcome Tom Shaughnessy to the team, followed by the addition of financial advisors Brett Humphrey and Jeff Shaughnessy in the past two years. Our unique approach to financial solutions, inspired by the concept of “Outside the Nine Dots,” sets us apart in our ability to think beyond conventional boundaries and provide our clients with innovative strategies.

At OND, we are deeply committed to helping you achieve your financial goals while staying true to our Christian values. We believe in the power of strong relationships and personalized service, offering tailored strategies to meet your individual needs. Whether you’re looking to accumulate, preserve, or protect your wealth, our team is here to guide you every step of the way. We honor God in all that we do and take pride in walking alongside our clients, providing clarity, wisdom, and support for a prosperous future. Let us help you navigate life’s financial journey with confidence and peace of mind.