Oasis Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Oasis Wealth Advisors
Team photo for Oasis Wealth Advisors

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Advisors

Advisor photo for Dawn E Smith

Dawn E Smith

CFP®, ChFC®, CLTC®, CDFA®, APMA®, CRPC

Private Wealth Advisor

Chief Executive Officer of Oasis Wealth Advisors
Visit Dawn E Smith's website
Advisor photo for Connell McNamara

Connell McNamara

APMA®

Private Wealth Advisor

Client Relationship Manager
Visit Connell McNamara's website
Advisor photo for Darlene Ouellette

Darlene Ouellette

Associate Financial Advisor

Visit Darlene Ouellette's website
Advisor photo for Cooper Korbey

Cooper Korbey

APMA®

Associate Financial Advisor

Visit Cooper Korbey's website
Advisor photo for Harry Shuman

Harry Shuman

APMA®

Associate Financial Advisor

Visit Harry Shuman's website
Advisor photo for Michael Muccio

Michael Muccio

CFP®, ChFC®, RICP®

Associate Financial Advisor

Visit Michael Muccio's website


Team

Jesalee Roberts

Jesalee Roberts

Client Concierge

Ron Foisy

Ron Foisy

Financial Planning Specialist

Denise Balaguer

Denise Balaguer

Operations Manager

Ashley Andrade

Ashley Andrade

Client Relationship Manager

Rhonda Rubin

Rhonda Rubin

Client Concierge