Steve Martin, CFP®, CPA, JD, LLM
Wealth Planning Advisorsteve.email@example.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.
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 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.
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 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 Advisormel.firstname.lastname@example.org
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.
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!!)
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.
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 Advisorscott.email@example.com
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.
University of Memphis, B.B.A. Accounting
University of Memphis, MBA (Finance)
Over 40 years’ wealth management experience
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.
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.
Indiana University Kelley School of Business in
Bloomington, IN, B.S. in Human Resources Management/Management
Go Big Red!!!
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.
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.
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!