The Team

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.

Our Advisors

Dawn E Smith

Dawn E Smith

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLTC®, CDFA®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Dartmouth College B.A. Psychology
CA Insurance #0I82342

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Michele Colarusso

Michele Colarusso

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments

Education

Framingham State University - Bachelor of Science - 1984

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Lars Lambrecht

Lars Lambrecht

Financial Advisor

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Designations

CFP®, CLU®, CLTC®, APMA®, CDFA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance

Education

B.S., Babson College, 1992

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Connell McNamara

Connell McNamara

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

Bryant University B.S.B.A Finance Concentration

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Eva Valentine

Eva Valentine

Financial Advisor

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Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments

Education

Babson College B.S, Lesley College M.A.

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Our Staff

Cathy Mariani

Cathy Mariani

Associate Financial Advisor

Anita Greska

Anita Greska

Client Concierge

Cindy R. Libbey

Business Development Manager

Mark Gravina

Mark Gravina

Financial Planning Specialist

Paige Horn

Client Concierge