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Meet the Team

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Our Vision

Ozment Agency is committed to providing unparalleled service, integrity, and devotion to finding the best strategies for our clients.

We promise to take a holistic approach to your financial situation and provide a thorough analysis of where you are- and a road map to where you want to be.

Our Promise

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SCOTT OZMENT

President

Scott is committed to helping individuals and families find financial stability.

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After more than 20 years in the sales and service industry, Scott was ready for something new. When he saw how happy his wife, Jaynie, was helping people with retirement income planning, he knew he had found his new career path. Now, as president of the Ozment Agency, Scott works with his wife, his best friend, to help clients create strategies for what they have worked a lifetime to accrue. He prides himself on doing the right thing for clients, no matter what.

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Scott has life insurance licenses in Oklahoma, California (License #0L78557), Florida and Tennessee. He has an associate’s degree in accounting from Oklahoma Junior College.

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In his free time, Scott enjoys hockey, boating, beach volleyball, watching college football, volunteering with local non-profits and spending time with his wife, Jaynie, of more than 20 years.

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JAYNIE OZMENT, CFP®

Vice President

Jaynie is driven to help clients make a true, marked difference in their financial lives.

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During her 15 years as the president of a local nonprofit, Animal Rescue Foundation, Jaynie was introduced to the world of insurance. She quickly discovered how she could use it to help others remain comfortable during their retirement years — a concept near to her heart after watching her grandparents struggle in their older age. Jaynie works tirelessly to help clients protect their retirement income.

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Jaynie is a CERTIFIED FINANCIAL PLANNER™ and uses her knowledge and experience to help clients meet their goals.

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Jaynie has a life insurance license in Oklahoma and a bachelor’s degree in business from the University of Langston.

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In her free time, Jaynie enjoys spending time with her husband, Scott, and gardening — she completed the Master Gardening program in 2012. She’s also an avid volunteer, devoting time to local organizations for the benefit of the community of Tulsa.

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KELLY FLETCHER

Insurance Operations

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CAMELIA POESPOWIDJOJO

Financial Concierge

JOHN KORNAGA

Case Design and Analysis

ABOUT US

Ozment Agency is a professional financial services company providing a variety of solutions to individuals, business owners, and corporations.  

CONTACT US

VISIT US

ADDRESS

5540 S. 79th E. Place

Tulsa, OK 74145

PHONE 

(918) 747-0024

FAX

(918) 398-6493

© 2021 by Ozment Agency

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Ozment Agency and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Ozment Agency.

Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Investing involves risk, including the potential loss of principal.

No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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