Oasis Financial Services

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Dawn E Smith

Dawn E Smith

Private Wealth Advisor

Visit Dawn E Smith's website
Michele Colarusso

Michele Colarusso

Financial Advisor

Visit Michele Colarusso's website
Lars Lambrecht

Lars Lambrecht

Financial Advisor

Visit Lars Lambrecht's website
Connell McNamara

Connell McNamara

Financial Advisor

Visit Connell McNamara's website
Eva Valentine

Eva Valentine

Financial Advisor

Visit Eva Valentine's website
Nermin Khalil

Nermin Khalil

Financial Advisor

Visit Nermin Khalil's website

Team

Cathy Mariani

Cathy Mariani

Associate Financial Advisor

Anita Greska

Anita Greska

Client Concierge

Cindy R. Libbey

Cindy R. Libbey

Business Development Manager

Paige Horn

Paige Horn

Client Concierge