Broker Check

Our Team

Steve Martin, CFP®, CPA, JD, LLM

Wealth Planning Advisor

Utilizing his deep tax background and broad investment and financial planning experience, Steve acts as his clients’ personal CFO. Should you work with Steve and the team, they would help you minimize taxes while structuring a portfolio that ties to your risk capacity and overall goals.  Sure, Steve likes spreadsheets, but he is more interested in uncovering, coaching, and encouraging his clients to use their resources in a way that gives them fulfillment and meaning.  Steve works with a variety of individuals and families nearing or already retired, including executives, small business owners, medical personnel, engineers, and hard-working professionals, among others.

Mel Bond, CFP®, CFA, CKA

Wealth Planning Advisor

To see his clients’ lives become more holistic and peaceful, Mel combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled investment manager and financial planner, a listener, a behavioral coach, and a creative problem solver.

Scott Winkler, CFP®, CPA/PFS

Wealth Planning Advisor

Scott believes that individuals should be actively involved in the development of their financial plan. He carefully considers their future goals and concerns and incorporates their unique perspective into the plan. Also, he offers an interactive session to explore various scenarios and to help clarify issues and concerns. The end result is a unique and highly customized retirement plan.

Julie Lawrence, CFP®

Wealth Planning Advisor

Julie’s professional experience and life skills prepared her to be a wealth advisor. She has ushered clients through both bull and bear market cycles while providing advice in areas such as investment management, retirement planning, executive compensation, and wealth accumulation.

Kim Chaplin

Operations Director

In Kim’s varied roles over the last several years, her strengths and passions are helping and serving others. She utilizes her communication and attention to detail skills along with her determination to get the job done to ensure clients are receiving the best service possible and that operations are running smoothly.

CHRISTINA CAFFREY, FPQP™

Operations Director and Financial Planner

Christina Caffrey is an Operations Director and Financial Planner for Oasis Wealth Planning.   Christina communicates directly with clients to help implement their financial plans. She also serves our clients by updating account information, preparing meeting materials, creating, and assembling financial reports, and conducting client specific research.

In addition to her client work, Christina helps oversee the day-to-day operations of Oasis Wealth Planning.

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Bria Goldberg, EA

Financial Planner

Bria Goldberg is a Financial Planner for Oasis Wealth Planning. Bria communicates directly with clients to help implement their financial plans. She also serves our clients by updating account information, preparing meeting materials, preparing tax projections, creating, and assembling financial reports, and conducting client specific research.

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Tyler Vaughn

Financial Planner

Driven to empower people’s lives through comprehensive and holistic financial planning, Tyler is driven to help people attain financial freedom, clarity, and vision through service. As a Financial Planner for the Oasis Wealth team, he strives to act on proven data and time-tested methods to provide the best advice possible to clients and their families.

 

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Kyle Sheldon-Chandler

Executive Assistant

Kyle Sheldon-Chandler is an executive assistant for Oasis Wealth Planning.

Kyle is responsible for administrative duties within the firm including facilitating the scheduling of client appointments, gathering pertinent documents and information from clients, and managing the firm’s website and social media accounts.

In addition to her administrative work, Kyle assists clients with optimizing the use of video and teleconference meeting software.

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Mark Wood

Chief Support Officer

Mark provides leadership and support ensuring the Oasis operations run smoothly and efficiently to ultimately lead to a better customer experience. His detailed, analytical nature coupled with his deep consulting experience leads to a mindset of continual improvement within Oasis Wealth Planning. His reputation in the office is that of keeping things light and unpredictable.

Alliances

Steve Martin is a member of The National Association of Personal Financial Advisors (NAPFA)The Alliance of Comprehensive Planners (ACP), and Garret Planning Network,  is part of the Fee Only Network, is a CFP® practitioner, and holds his CPA and JD.

Mel Bond is a is a CFP® practitioner, Chartered Financial Analyst (CFA) and Certified Kingdom Advisor (CKA), and is a member of those organizations.

Scott Winkler is a member of NAPFA, is a CFP® practitioner, and is a member of the American Institute of CPAs (AICPA).*   Our affiliation with these national organizations allows us to bring even more resources and knowledge to our clients!

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