Steve is founder and wealth planning advisor of Oasis Wealth Planning Advisors (http://www.oasiswealthplanning.com) serving Middle Tennessee, Georgia, and Florida and beyond, whether in-person or virtual. Involved in the wealth management industry as a tax consultant, attorney, and wealth planner since 1996, Steve provides integrated tax, financial planning, estate planning, and investment advice to individuals, families, and small businesses.
Steve loves getting to know his clients by truly listening to their concerns and aspirations and by gaining a deep understanding of their "moving pieces" in their lives. While he loves analyzing the complexities of all these moving parts, he really enjoys his role as a teacher in educating his clients on any gaps that he sees and the pros and cons of alternative strategies. He does not sell products. He delivers tailored advice for his clients.
Steve is a frequent contributor to national publications, including U.S. News & World Report, The Street, Money, CNBC, Fiduciary News, and other advice-centric platforms.
Steve earned his Bachelor of Science in Business (Accounting and Finance) from Indiana University Kelley School of Business - Indianapolis), his Juris Doctor from Indiana University – Bloomington, and his LLM (in Taxation) from Capital University School of Law. He is a Certified Public Accountant (Tennessee) and a CERTIFIED FINANCIAL PLANNER®. He is currently a member of the state bar in North Carolina and Indiana.
Steve grew up in Indianapolis, but he now loves living in the Southeast. He attends The Village Chapel in Nashville and is on the board of Big Brothers Big Sisters of Middle Tennessee. When time permits, Steve likes following his family members’ pursuit in school and athletics, playing golf at any number of ClubCorp golf courses, following Hoosier athletics, and rooting for USA soccer. Steve is proud of his Midwest work ethic and his Indianapolis heritage, but he has become an adopted son of the Southeast where he enjoys a few more days of sunshine and better college football.