Our Team
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.
Steve previously worked in multiple but related disciplines in the wealth management space, including as a tax consultant with a Big 4 accounting firm, a tax attorney with a boutique law firm, and as a wealth planning strategist in national private banking firms.
Steve is a member of NAPFA, The Alliance of Comprehensive Planners (ACP), and The Garrett Planning Network. Steve is a frequent contributor to national publications for his expertise on a variety of financial planning topics.
- Indiana University Kelley School of Business, B.S. Business (Accounting and Finance)
- Indiana University School of Law, Juris Doctor
- Capital University, LLM (Taxation)
- Over 20 years’ wealth management experience
Steve attends The Village Chapel and recently served on the Board of Big Brothers Big Sisters. He watches with amazement as his “Little Brother” Jermaine graduated from the U.S. Naval Academy and currently serves our country in The Navy. He enjoys following his family’s academic and athletic pursuits as well as hunting golf balls, following Hoosier basketball and USA soccer, and travel throughout the U.S. Steve has attended four World Cups but has yet to play in any.
Steve is proud of his Midwest work ethic and his Indianapolis heritage, but Steve has become an adopted son of the Southeast where he enjoys a few more days of sunshine and better college football.
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.
Mel has served clients in various roles as part of his 30+ year career in the wealth management space: investment portfolio manager; financial planner; mergers and acquisitions analyst; business co-founder, board member, and owner; economist; and more. In 1995, he co-founded an investment performance measurement service still in use today by hundreds of thousands of investors worldwide.
Mel is a member of the CFA Institute and Kingdom Advisors. For over six years Mel has been on the Finance and Investment Committees of Monroe Harding, a nonprofit serving foster children since 1893.
- Oral Roberts University, B.S. Business (Accounting)
- Vanderbilt University Owen Graduate School of Management, MBA (Finance)
- Over 30 years’ wealth management experience
Mel and his wife, Kimala, spend much of their free time with their young adult children and friends. Kimala describes their lives by saying, “We love Millennials!” They attend Grace Church and enjoy serving there in various ways.
Mel enjoys gardening, running, canoeing and sailing, and is a coffee and tea enthusiast. Raised in Mobile, Alabama, Mel is a second-generation Crimson Tide fan. (You can take the boy out of Alabama, but…)
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.
Scott is an experienced financial services professional with over 40 years of experience in taxation. Prior to joining Oasis Wealth, Scott was the founder of a very successful fee only financial planning firm serving the Atlanta metropolitan area, Winkler Financial Planning (“WFP”). Before starting WFP, he was employed by SunTrust Bank for many years as part of the Wealth and Investment Management line of business. As a CPA, he has experience in the accounting profession and expertise in tax planning.
Scott is a member of many professional organizations including the Financial Planning Association (FPA), The American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).
- University of Memphis, B.B.A. Accounting
- University of Memphis, MBA (Finance)
- Over 40 years’ wealth management experience
Scott and his wife enjoy traveling throughout the Southeast and enjoy the varied culinary scene that Atlanta offers. After having played in the band in his early years, Scott plays the guitar and owns several classic guitars. He is not ruling out a comeback tour! Scott and his wife nurse and care for foster cats, serving this critical need in the Atlanta metro area.
Scott grew up in Tennessee for many years but has called Georgia home since 1985.
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.
Kim spent several years working as a Human Resources specialist for a large mutual fund company where she focused on the hiring process and related key human resource issues. Kim has also worked in various positions which have allowed her to use her communication, attention to detail, and organizational skills.
- Indiana University Kelley School of Business in
Bloomington, IN, B.S. in Human Resources Management/Management
Kim, her husband, their 2 children, and their 3 dogs live in Speedway, IN (famous for the Indianapolis 500). She attends Speedway Christian Church where she has served as a mentor to kids preparing to be baptized. Kim enjoys volunteering for the high school boy’s soccer and cheerleading teams’ Moms’ clubs, serving as a Secretary for the High School Athletic Booster Board, and being a board member for a local pre-school. In her spare time, Kim likes to spend time with her family and her dogs, boating, scrapbooking, watching IU and Pacers basketball, and reading.
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.
After obtaining his accounting degree and prior to joining the Oasis Wealth team, Drew gained valuable experience with a holistic wealth management firm in Cookeville. Prior to this, Drew was Oasis Wealth’s first intern. In the fall, Drew will be starting his Masters of Accounting at Vanderbilt University’s Owen Graduate School of Management and will subsequently seek advanced designations to round out his solid foundation of financial planning.
- Tennessee Technological University, B.S. Business (Accounting)
- Currently: Vanderbilt University Owen Graduate School of Management, Masters of Accounting
As a native of Franklin, Tennessee, Drew is thrilled to be back in the Nashville area. He attended Battle Ground Academy in Franklin, and is a graduate of Tennessee Technological University where he studied accounting, was a member of the football team, and held various leadership roles at Sigma Chi. As a quarterback, one of his biggest thrills in his football career was marching down the field in Neyland Stadium where he passed for nearly 100 yards over a couple of series. Drew enjoys running (Nashville Rock ‘n Roll Marathon – done!) and spending quality time with friends.
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.
After obtaining his accounting degree from Tennessee Tech and prior to joining the Oasis Wealth team, Tyler gained valuable experience with a financial advisory firm in Knoxville. Tyler’s enjoyment of his accounting, economic, and investment classes fueled his passion to seek a career in holistic financial planning. Tyler is enrolling in additional courses to expand upon his foundation established at Tech.
- Tennessee Technological University, B.S. Business (Accounting)
Tyler hails from Sparta, Tennessee, and looks fondly about his upbringing in a small town. Tyler was active in the fraternity council on the Tennessee Tech campus after having established leadership principles from having gained his Eagle Scout.
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.
Mark began his career in accounting in the Long-Term Healthcare Industry and shortly thereafter obtained his MBA from Indiana University with a concentration in Information Systems. He then spent 18 years consulting for large fortune 500 clients specializing in the implementation of the SAP software – focusing primarily on reporting and analytics with heavy involvement in process improvement, training, and support. His planned one-year sabbatical unexpectedly extended to 7 years due to family matters, giving him the opportunity to discover what ‘retirement’ may look like. He joined the Oasis Wealth team to leverage his vast customer experience and “early retirement perspective” in order to lend his wisdom and skills to help the team serve clients preparing for retirement.
- Ball State University – B.S. Business (Accounting)
- Indiana University Kelley School of Business – M.B.A (Information Systems)
Mark finds himself enjoying life in Pompano Beach, Florida where he is very active outdoors whether it is fishing from the nearby pier, daily walks along the beach front or participating in sports year-round. His interests include traveling the world, gardening (with a new-found interest in propagation) and continual learning. He has a lifelong hobby of attending matches at the soccer World Cup every 4 years. He has a local reputation of making a delicious espresso cheesecake and making some of the finest smoked BBQ spare-ribs many have tried. In recent years, he has also spent a lot of time helping his retired military father in Albuquerque, New Mexico and house/dog/cat sitting for various friends and family from coast to coast.
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!
