Broker Check

Our Team

Steve Martin, CFP®, CPA, JD, LLM

Steve Martin, CFP®, CPA, JD, LLM

Wealth Planning Advisor

In delivering fee only financial planning and financial advice where he acts as his clients’ personal CFO, Steve combines his multi-disciplined background with his continual passion to learn, a willingness to align himself with talented individuals, and — most importantly — a genuine concern for his clients, their families, and their communities.

Mel Bond, CFP®, CFA, CKA

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

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.

Kim Chaplin

Kim Chaplin

Operations Manager

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.

Drew Martin

Financial Planner

Early in his career, Drew already has a passion for helping clients pursue financial freedom. As a Financial Planner for the Oasis Wealth team, Drew performs research and provides analysis in helping clients minimize taxes, obtain the proper investment allocation, and meet their overall financial goals with confidence. His mentality of continual learning coupled with a genuine interest in people is a great asset to the Oasis Wealth team.

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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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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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