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.
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), The Garrett Planning Network, and The American Institute of Certified Public Accountants (AICPA). Steve is a frequent contributor to national publications for his expertise on a variety of financial planning topics.
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.
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).
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.
Julie is an experienced wealth manager with over 20 years of expertise with investments, financial planning, and tax forecasting. Prior to joining Oasis Wealth Planning, Julie was the founder of Lawrence Financial Planning a successful fee only financial planning firm in Tampa, Florida. Before owning her own firm Julie spent many years working in investment management and health insurance.
Julie is a member of the NAPFA and the Alliance of Comprehensive Planners. Julie has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com.
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.
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.
Before joining Oasis Wealth Planning, Christina served as an associate advisor and operations manager for Lawrence Financial Planning in Tampa. She has worked in real estate, law, and financial planning offices during her career.
Bria Goldberg, EA
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.
Before joining Oasis Wealth Planning, Bria served as an Associate Advisor for Lawrence Financial Planning in Tampa.
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.
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.
Before joining Oasis Wealth Planning, Kyle served as a paraplanner for Lawrence Financial Planning in Tampa.
IAAP Division President – 2007 – 2009
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.
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.
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!