OASIS WEALTH PLANNING ADVISORS - Key Persons
Job Titles:
- Financial Planner for Oasis Wealth Planning
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.
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.
Jessica teams with Melvin Spain in preparing for client meetings, including analysis, research and deliverable preparation. Jessica enjoys the analytical and detailed nature of her job but especially likes her ability to positively impact clients' lives. Jessica has 20+ years of paraplanning experience.
Job Titles:
- Member of the NAPFA
- Wealth Manager
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.
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.
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.
Job Titles:
- Member of the CFA Institute
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 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.
Finding a local, fee-only financial advisor in Huntsville is not easy. Mel is a native Alabamian and has family and friends in Huntsville, Birmingham, Mobile, and all over the Heart of Dixie. Mel comes from a mixed family so he has learned to yell both "Roll Tide" and "War Eagle" (if that is indeed legal). Steve is a former Birmingham resident who hopes to soon complete the Robert Trent Jones Golf Trail. While in Birmingham, he served the Huntsville, Birmingham, and Mobile markets for a major private bank. Together with the rest of the Oasis team, Mel and Steve bring holistic, tax-focused, fee-only financial planning and investment management services to their clients. With meeting locations in Huntsville and the ease of video technology, they can meet in-person or by video.
Job Titles:
- PFS, CPA / Wealth Planning Advisor
Melvin provides tax-focused financial planning for his individual and business clients, leveraging his 35+ years of experience in public accounting. While Melvin appreciates the real value that proper tax planning can provide, he is constantly reminded that providing holistic financial planning to help his clients have confidence to take action to improve their lives is what matters most. Melvin teams with Jessica Robinson in delivering exceptional client service.
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).
Job Titles:
- Member of NAPFA
- Member of the National Association of Personal Financial Advisors
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 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.
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!
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.