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Julie Lawrence, CFP®

Wealth Planning Advisor

Julie Lawrence opened Lawrence Financial Planning in 2009 and continues to serve as a leader, mentor, and advisor for Oasis Wealth. She has been a financial advisor since September 2003. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003. She holds a B.A. in Management from National Louis University.

Both Julie’s professional experience and life skills have prepared her to be a financial advisor. She has ushered clients through both bull and bear market cycles while providing advice on areas such as investment management, retirement planning, executive compensation, and wealth accumulation.

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. She serves as a mentor for for new planners for the Alliance of Comprehensive Planners and is a member of NAPFA.

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

 

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.

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 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.

PERSONAL:

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 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.

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 ten 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 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...)

Christina Caffrey, FPQP™

Operations Director and Financial Planner

Christina Caffrey is an Operations Director and Financial Planner for Oasis Wealth Planning Advisors, LLC.  She has been with the firm or predecessor firm since 2010, having joined Oasis after the combination with Lawrence Financial.

Christina completed her courses and passed the exam to become a Financial Paraplanner Qualified Professional with the College for Financial Planning in 2011.  

Christina works directly with clients to open new accounts, transfer existing accounts, process Required Minimum Distributions (RMDs) and set up account contributions and withdrawals.  She communicates with clients to help implement their 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 manages our team and oversees the day-to-day operations of the firm.

Prior to joining Lawrence Financial Planning, Christina worked in the real estate field for over ten years. 

Christina lives with her husband and daughter. She enjoys being outdoors, reading, listening to music, and watching baseball.  

Bria Goldberg, EA

FINANCIAL PLANNER

Bria Goldberg is a Financial Planner with Oasis Wealth Planning Advisors. She has been with the firm or predecessor firm since 2015, having joined Oasis after the combination with Lawrence Financial.

She graduated from the University of South Florida with her BA in History. Bria passed the rigorous examination to become an Enrolled Agent in 2020.

An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

Bria works directly with clients to analyze their retirement situation, review tax minimization strategies, and provides general financial planning analysis. She also opens new accounts, transfers existing accounts, processes Required Minimum Distributions (RMDs) and sets up account contributions and withdrawals. She communicates with clients to help implement their plans. She also serves our clients by updating account information, preparing meeting materials, creating, and assembling financial reports, and conducting client specific research.

In her free time, Bria enjoys cooking, baking, and reading.

Kyle Sheldon-Chandler

Paraplanner

Kyle Sheldon-Chandler has been with the firm or predecessor firm since its inception in 2009. During this time she has served as an administrative assistant, scheduler, and paraplanner.

Kyle has been in the administrative support field for more than 30 years. She graduated from AssistU in 2003 as a Virtual Assistant. In addition, Kyle has a BBA and AA in Business Administration /Management and became a Financial Paraplanner Qualified Professional in 2012.

Kyle loves to fish, camp, hike, and ride her motorcycle or dirt bike in the desert. She and her husband have 3 children and 3 grandchildren.

Kim Chaplin

Operations Director

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.

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 resides in Speedway, Indiana (the city famous for hosting the Indianapolis 500) with her husband and 2 dogs.   She is very proud of her 2 adult children who have recently flown the coop and are now working and making their own way in the world.  Kim has a passion for animal rescue (primarily dogs) and spends a lot of her time volunteering for Speedway Animal Rescue.  In addition to the animal rescue volunteering, she also serves as a board member for a local pre-school.   When not working or volunteering, Kim enjoys spending time with her family and her dogs, boating, scrapbooking, watching IU and Indiana Pacers basketball games, and reading.

Tyler Vaughn

Financial Planner

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.

CAREER INFO:

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.

PERSONAL:

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 Seibel

Financial Planner

Brandon’s love of helping those in need and passion for numbers and finances has led him to the financial services industry. In his role as a Financial Planner with Oasis Wealth Planning, he spends his days preparing for client meetings and providing any additional services clients might need. He enjoys conducting research, analyzing data, and running projections to create the best possible plans for clients based on their needs and situation.

CAREER INFO:

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.

PERSONAL:

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.

Mark Wood

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.

CAREER INFO:

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.

PERSONAL:

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.