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.

Steve attends The Village Chapel and has been involved in a variety of community projects, including serving in the Rotary and as a Big Brother and board member of his local Big Brothers Big Sisters. He likes to hunt golf balls, cry and shout as he follows Hoosier basketball, and travel throughout the U.S. Steve is also passionate about U.S. soccer as he has attended four World Cups and is awaiting the day for the U.S. to win the Cup on U.S. soil.

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, better barbecue, and rivalry-to-the-hilt college football.

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 ten years Mel has been on the Finance and Investment Committees of Monroe Harding, a nonprofit serving foster children since 1893.

Mel and his wife, Kimala, spend much of their free time with their children, grandchildren, extended family, and Truffle, their Bolonka. Kimala describes their lives by saying, “We love Millennials and their children!” They attend Legacy Nashville and enjoy serving their church family in various ways.

Mel enjoys running, canoeing, gardening 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...)

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.

Julie has lived in Florida since 1977. She has three children and five grandchildren. In her spare time she travels, practices yoga, walks, and kayaks.

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).

Scott and his wife enjoy traveling throughout the Southeast and enjoy the varied culinary scene that Atlanta offers. They nurse and care for foster cats, serving this critical need in the Atlanta metro area.

Scott lived in Tennessee for many years and has called Georgia home since 1985.

Prior to joining Oasis Wealth as a fiduciary fee-only advisor, Melvin operated Spain Wealth Management for twelve years. Prior to and in conjuction with providing holistic financial planning, Melvin has been in public accounting in Franklin, TN for 38 years as a partner in Spain and Higginbotham CPA Group PLLC where he serves individuals, families, and businesses in the middle Tennessee area.

Melvin has been member of The Alliance of Comprehensive Planners (ACP) for over 12 years and is a member of the AICPA and NAPFA. He has also served on the personal financial planning committee of the Tennessee Society of Certified Public Accountants.

Melvin is involved in the local community and has served as past president of a local Rotary club. He has served on multiple boards over the years for various non-profits and ministries and is a member of First United Methodist Church in Franklin. He is married to Edie and they have one son and a four-year-old granddaughter yet he still finds time to golf and travel.

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.

Christina lives with her husband, daughter, dog and two cats. She enjoys kayaking, hiking, attending plays and musicals, reading, listening to music, and watching baseball.

Jessica found her career “calling” in 1999 when she started working for a fee-only financial planner. She enjoys all aspects of paraplanning which includes investment research, behind-the-scenes meeting prep work, direct communication and meetings with clients, and management of operations. She strives to give the client an exceptional customer service experience.

Jessica and her husband Mike reside in Florida and love the fact that they can enjoy the outdoors throughout the entire year. They have fun taking road trips in their Ford Mustang to enjoy small towns and the diverse culture of our nation.

Before joining Oasis Wealth Planning, Bria served as an Associate Advisor for Lawrence Financial Planning in Tampa.

Bria lives with her husband, Greg, and their cat, Indy, in Tampa, FL. The way to Bria’s heart is through her stomach. She loves trying new restaurants, recipes, and desserts. When she is not cooking, she loves to read science fiction and fantasy novels, crochet and sew blankets, or work in her garden.

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.

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.

Brandon found his passion for financial planning at Liberty University where he earned degrees in Finance and Financial Planning. Before joining Oasis Wealth Planning, he started his career in an advisor development program at a large national financial services company. Brandon gleaned a lot from his experience as he witnessed a large variety of client situations, yet he knew he wanted to deliver more of a custom approach in serving clients. He loves his career in financial planning as it allows him to combine his passions of finance and helping others achieve personal and financial goals.

Brandon was born and raised in Pittsburgh, PA, and moved to Charlotte, NC after graduating from college. In his free time, he loves being involved in his local church and being outdoors. You’ll most often find him fishing or playing disc golf and pickleball. On the weekends he enjoys traveling to visit friends and family or see new places with his fiancée, Haley. Brandon is a devout Indianapolis Colts fan (note: don’t tell other Pittsburghers) and loves to cheer on the Liberty Flames football team.

Before joining Oasis Wealth Planning, Kyle served as a paraplanner for Lawrence Financial Planning in Tampa.
IAAP Division President – 2007 - 2009

Living in the high desert of Colorado, Kyle likes to spend time with her dogs and cats, fishing, camping, hiking, biking, and kayaking. She loves to cook and grill – being the proud owner of a smoker, flat top grill, and gas grill for which her husband is very grateful. She and her husband have 3 children and 4 grandchildren.

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.

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.