Our Team

Since 1985 our team has been developing and implementing investment strategies.

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Joseph Schmitt, CFP®, CPA, JD, LLM

Wealth Planning Advisor

Utilizing his deep tax background and broad investment and financial planning experience, Joe acts as his clients’ personal CFO. Should you work with Joe and the team, they would help you minimize taxes while structuring a portfolio that ties to your risk capacity and overall goals.  Sure, Joe 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.  Joe 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.

Ronald Wiesman, CFP®, CFA, CKA

Wealth Planning Advisor

To see his clients’ lives become more holistic and peaceful, Ron 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.

Edward Kind,CFP®, CPA/PFS

Wealth Planning Advisor

Ed 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.

Julie Lucky, CFP®

Wealth Planning Advisor

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.

Audrey Wainright

Operations Director

In Audrey’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.

Merideth Quince, FPQP™

Operations Director and Financial Planner

Merideth is an Operations Director and Financial Planner for Oasis Wealth Planning.   Merideth 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, Merideth helps oversee the day-to-day operations of Oasis Wealth Planning.

Bethany Goldstein, EA

Financial Planner

Beth is a Financial Planner for Oasis Wealth Planning. Beth 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.

Timmothy Bond

Financial Planner

Driven to empower people’s lives through comprehensive and holistic financial planning, Tim 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.

Barbara Chancelor

Executive Assistant

Barbara is an executive assistant for Oasis Wealth Planning.

Barbara 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, Barbara assists clients with optimizing the use of video and teleconference meeting software.

Stanley Van Buren

Chief Support Officer

Stanley 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.

Alliances

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