Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Connell McNamara

Connell McNamara

APMA®

Private Wealth Advisor

Client Relationship Manager
Learn more about Connell McNamara Visit Connell McNamara's website
Advisor photo for Cooper Korbey

Cooper Korbey

APMA®

Associate Financial Advisor

Learn more about Cooper Korbey Visit Cooper Korbey's website
Advisor photo for Darlene Ouellette

Darlene Ouellette

Associate Financial Advisor

Learn more about Darlene Ouellette Visit Darlene Ouellette's website
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
Learn more about Dawn E Smith Visit Dawn E Smith's website
Advisor photo for Harry Shuman

Harry Shuman

APMA®

Associate Financial Advisor

Learn more about Harry Shuman Visit Harry Shuman's website
Advisor photo for Michael Muccio

Michael Muccio

CFP®, ChFC®, RICP®

Associate Financial Advisor

Learn more about Michael Muccio Visit Michael Muccio's website


Our team

Cathy Mariani

Cathy Mariani

Paraplanner

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