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Steve Martin, CFP®, CPA, JD, LLM

Wealth Planning Advisor

steve.martin@oasiswealthplanning.com

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.

Background

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

Go Hoosiers!

career info

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 strategiest 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.

Personal

Steve attends The Village Chapel and recently served on the Board of Big Brothers Big Sisters . (His “Little Brother” Jermaine is now enrolled at the U.S. Naval Academy!) 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

mel.bond@oasiswealthplanning.com

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.

Background

Oral Roberts University, B.S. Business (Accounting)
Vanderbilt University Owen Graduate School of Management, MBA (Finance)
Over 30 years’ wealth management experience

Anchor Down! (He's actually an Alabama football fan!!)

career info

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.

Personal

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...)


Kim Chaplin

Client Service Associate

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.

Background

Indiana University Kelley School of Business in
Bloomington, IN, B.S. in Human Resources Management/Management

Go Big Red!!!

Career Info

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.

Personal

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.

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.*   Our affiliation with these national organizations allows us to bring even more resources and knowledge to our clients!