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Oakmonte Wealth Management (407) 412-9255
Our Team
Providing Independent Financial and Retirement Planning for Professionals, Retirees, and Small Business Owners In Central Florida since 2012.
Meet The Team
James J. Flick
James J. Flick is the founder of Oakmonte Wealth Management. He is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning,...
James J. Flick is the founder of Oakmonte Wealth Management. He is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning, compensation planning, and tax and business planning for physicians, business owners, professionals, and high net worth individuals.
Mr. Flick is certified as a specialist in Wills, Trusts and Estates law by the Florida Bar’s Board of Legal Specialization and Education. Currently, there are only approximately 375 Florida attorneys with this certification. Each certified attorney has successfully completed peer review, satisfied increased continuing legal education requirements, and has passed a rigorous written examination demonstrating special knowledge, skills, and proficiency in the field of wills, trusts and estates law.
Prior to opening his law practice in 1993, Mr. Flick worked as a certified public accountant for twelve years. For eight of these years he worked as a tax specialist with “Big Six” international accounting firms. The remaining four years, he operated his own accounting firm specializing in tax and business planning for privately owned businesses.
Mr. Flick uses his unique educational and professional background to provide his clients with complete planning that considers the overall financial and tax impact of issues, in addition to focusing on the legal aspect of those issues and their resolution. Also, his training in accounting, insurance, and financial planning enables him to more effectively communicate with clients and their professional advisors.
Education:
- J.D. – Florida State University College of Law, June, 1981.
- B.S. – Accounting: Sacred Heart University, June, 1978.
Certifications:
- Florida Bar – June, 1983
- Certified Public Accountant: Florida – October, 1984 through July, 1999
- Chartered Life Underwriter – October, 1986
- Chartered Financial Consultant – October, 1986
Memberships:
- The Esperti Peterson Institute for Global Wealth Planning
- The Florida Bar Asset Preservation Committee
- Real Property, Probate & Trust Law Section of the Florida Bar
- Tax Section of the Florida Bar
- Central Florida Estate Planning Council
- WealthCounsel, LLC (a national association of estate planning attorneys)
Articles:
- “UTC Section 505(b) – Withdrawal Rights May Expose Trust Assets to Beneficiaries’ Creditors” Leimberg Information Services. Co-author. November, 2006.
- “Asset Protection in Florida”: Florida Bar CLE Publication. Co-author of chapter, “Offshore Asset Protection Trusts” – June, 2008.
- “Asset Protection Planning: What Every Advisor Needs to Know”: Southeast Wealth Management Business. Feature article – August, 2008 (reprinted in the Midwest, Northeast, Texas and Western editions).
Presentations:
- “Asset Protection Planning in Florida”: Pension Investors Corporation Annual CPE Seminar for CPAs – January, 1997.
- “Asset Protection Planning for Florida Residents”: Pension Investors Corporation Annual CPE Seminar for CPAs – May, 1998.
- “Asset Protection Planning for Doctors and Their Practices”: Association of Physicians and Dentists of South Asia – May, 1999.
- “Estate Planning for Qualified Retirement Plan and IRA Benefits Payable to Trusts” and “An Update on Wealth Protection and Deferred Compensation Techniques”: Pension Investors Corporation Annual CPE Seminar for CPAs – June, 2000.
- “Asset Protection Planning for Florida Physicians and Medical Practices” and “Tax Filing Requirements for Foreign Asset Protection Trusts”: Pension Investors Corporation Annual CPE Seminar for CPAs – June, 2001.
- “Estate Planning for Family Business Owners”: National Network of Estate Planning Attorneys 31st Semi-Annual Collegium – May, 2003.
- “Florida Intangible Tax and the ‘FLITE Trust’”: National Network of Estate Planning Attorneys 31st Semi-Annual Colleguim – May, 2003.
- “Asset Protection Planning for Florida Residents”: Florida Forum of Estate Planning Attorneys – August, 2003.
- “Taking Care of Business: Asset Protection and the Law”: Florida Surgical Society 2003 Annual Meeting – July, 2003.
- “Asset Protection Planning for Florida Physicians and Medical Practices”: Pension Investors Corporation Annual CPE Seminar for CPAs – July, 2003.
- “Estate Planning for Family Business Owners”: Pension Investors Corporation Annual CPE Seminar for CPAs – June, 2004.
- “Asset Protection Planning in Florida: Recent Developments”: Florida Forum of Estate Planning Attorneys – August, 2004.
- “Using Private Annuities for Income Tax Planning and Estate Planning”: Orlando Forum of Estate Planning Attorneys – September, 2004.
- “Asset Protection Planning for Physicians and Medical Practices”: WealthCounsel Fall 2004 Conference – October, 2004.
- “Asset Protection Planning for Florida Physicians and Medical Practices”: Florida Well Care Alliance – October, 2004.
- “The Effective Use of Joint Trusts in Estate Planning”: Orlando Forum of Estate Planning Attorneys – January, 2005.
- “Everything You Wanted to Know About Homestead (And you thought the tax code was complicated!)”: Florida Forum of Estate Planning Attorneys – April, 2005 in Sarasota, FL.
- “Using Private Annuities to Sell Appreciated Assets”: WealthCounsel 2005 National Conference – May, 2005 in Scottsdale, AZ.
- “Business Exit Planning – Planning for the Successful Transition of Privately Owned Businesses”: Pension Investors Corporation Annual CPE Seminar for CPAs – June, 2005 in Orlando, FL.
- “Using Private Annuities to Sell Appreciated Assets”: Business Enterprise Institute’s Annual Exit Planning Conference – August, 2005 in Denver, CO.
- “A Practical Guide to Estate and Business Planning for Physicians”: WealthCounsel two day workshop – March, 2006 in Orlando, FL.
- “The Impact of the 2005 Federal Bankruptcy Act on Wealth Preservation Planning in Florida”: Florida Forum of Estate Planning Attorneys – April, 2006 in Sarasota, FL.
- “Sophisticated Planning for IRAs & Other Qualified Plans”: Pension Investors Corporation Annual CPE Seminar for CPAs – June, 2006 in Orlando, FL.
- “The New Florida Trust Code Serious Asset Protection Concerns”: Florida Forum of Estate Planning Attorneys – May, 2007 in Sarasota, FL.
- “Advanced Succession Planning Techniques for Business Owners”: The National Institute of Pension Administrators 2008 Business Management Conference – January, 2008 in Paradise Valley, Arizona.
- “Exciting Developments in Buy-Sell Funding With Life Insurance”: Society of FSP and WealthCounsel Advisors Forum Joint Web Conference-April, 2008.
- “Advanced Planning Techniques for the Business Owner’s Exit Strategy”: – MassMutual 2008 TPA Conference – May, 2008 in Palm Beach Gardens, Florida.
- “The Florida Trust Code – One Year Later”: Florida Forum of Estate Planning Attorneys- April, 2008 in Sarasota, Florida.
- “Estate Planning for Florida Business Owners”: A full day program covering Counsel Oriented Estate Planning, Asset Protection Planning for Business Owners, A Multi-step Approach to Estate Planning for Business Owners, and Business Exit Planning. Lorman Education Services – June, 2008 in Orlando, Florida (repeated in July, 2008 in Tampa, Florida).
- “Personal Asset Protection Planning”: Business Enterprises Institute Webconference – July, 2008.
- “Asset Protection Planning for Business Owners”: Central Florida Chapter of FPA – September, 2008 in Lake Mary, Florida.
- “Asset Protection in Florida”: Florida Bar Seminar – November, 2008 in Tampa, Florida.
Meghan A. Collins
Meghan A. Collins, ChFC® is an advisor at Oakmonte Wealth Management. She started with Oakmonte in June 2020 as a Client Service Associate, then obtained her Series 65 on June 30, 2023 and began working as an advisor. She obtained...
Meghan A. Collins, ChFC® is an advisor at Oakmonte Wealth Management. She started with Oakmonte in June 2020 as a Client Service Associate, then obtained her Series 65 on June 30, 2023 and began working as an advisor. She obtained her Chartered Financial Consultant® (ChFC®), from The American College of Financial Services on March 1, 2025. Meghan has also worked for James J. Flick at Flick Law Group since December 2004. As a result of her years working with Flick Law Group, Meghan has experience with various types of trusts and how they are funded, and small businesses and asset protection structures. This experience helps her serve investment clients who have trusts, holding companies, and are small business owners or recently exited their small business.
- Chartered Financial Consultant® (ChFC®),from The American College of Financial Services, March 1, 2025
- FINRA Series 65 Licensed, June 30, 2023
- MA in English, Technical Communication from University of Central Florida, May 13, 2010
- BA in English, Creative Writing from University of Central Florida, December 17, 2004
Flick Law Group, P.L.
January 1, 2011 to Present
Client Programs Manager
Manage and develop Company Maintenance Program, develop and co-manage marketing strategy and campaigns, draft estate planning and business planning documents for attorneys, assemble client record books, update firm’s website, answer phones.
Law Office of James J. Flick, P.L.
December 2004, to December 31, 2010
Legal Assistant
Drafted estate planning and business planning documents for attorneys, assembled client record books, developed and managed firm’s Corporate Shield program, developed and ran trial of CARE program for estate planning clients (formerly known as the ARMS program), updated firm’s website, answered phones, booked appointments.
University Writing Center (University of Central Florida)
January 2004-December 2004
Writing Consultant
Assisted undergraduate and graduate students plan, research, write, and revise research papers, lab reports, novels, theses, and dissertations. Other responsibilities included attending ongoing training and submitting articles on writing and related topics, setting appointments, answering phones, answering emails, and filing student paperwork.
- Girl Scouts of America Co-Leader of Troop #74, October 2015-Present
- Cornerstone Charter Academy PTSA Member, August 2015-Present
- Cornerstone Charter Academy PTSA Father/Daughter Dance Committee Member, Spring 2016-Spring 2017
- Cornerstone Charter Academy PTSA Homecoming Committee Member, Fall 2016
- Parents of Preschoolers (POPS) Member, August 2012-Present
- POPS Fall Festival Committee Member, Fall 2014
- POPS Fall Festival Chair of Committee, Fall 2015-2016
- POPS Field Day Chair of Committee, Spring 2015-Spring 2017
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