Oasis Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

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

Connell McNamara

APMA

Financial Advisor

Client Relationship Manager
Visit Connell McNamara's website

Cooper Korbey

Associate Financial Advisor

Visit Cooper Korbey's website


Team

Denise Balaguer

Denise Balaguer

Operations Manager

Nataliya Orbite

Nataliya Orbite

Investment Specialist

Ashley Andrade

Ashley Andrade

Client Relationship Manager

Rhonda Rubin

Rhonda Rubin

Client Concierge

Cathy Mariani

Cathy Mariani

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Jesalee Roberts

Jesalee Roberts

Client Concierge

Ron Foisy

Ron Foisy

Financial Planning Specialist

Benjamin McKenzie

Benjamin McKenzie

Client Concierge

Harry Shuman

Harry Shuman

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