About Us
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Sierra Jacobs, CFP®, CPA/PFS
Wealth Planning Advisor
Sierra believes that individuals should be actively involved in the development of their financial plan. She carefully considers their future goals and concerns and incorporates their unique perspective into the plan. Also, she offers an interactive session to explore various scenarios and to help clarify issues and concerns. The end result is a unique and highly customized retirement plan.
Sierra is an experienced financial services professional with over 15 years of experience in taxation. Prior to joining Oasis Wealth, Sierra was a co-founder of a very successful fee only financial planning firm serving the Atlanta metropolitan area, Jacobs Financial Planning (“JFP”). Before starting JFP, she was employed by SunTrust Bank for many years as part of the Wealth and Investment Management line of business. As a CPA, she has experience in the accounting profession and expertise in tax planning.
Sierra is a member of many professional organizations including the Financial Planning Association (FPA), The American Institute of Certified Public Accountants (AICPA) and the National Association of Personal Financial Advisors (NAPFA).
- University of Memphis, B.B.A. Accounting
- University of Memphis, MBA (Finance)
- Over 10 years’ wealth management experience
Sierra and her wife enjoy traveling throughout the Southeast and enjoy the varied culinary scene that Atlanta offers. After having played in the band in his early years, Sierra plays the flute and owns several classic guitars. She is not ruling out a comeback tour! Sierra and her wife nurse and care for foster cats, serving this critical need in the Atlanta metro area.
Sierra grew up in Tennessee for many years but has called Georgia home since 2005.
Lance Triggee, CFP®, CFA, CKA
Wealth Planning Advisor
To see his clients’ lives become more holistic and peaceful, Lance combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled investment manager and financial planner, a listener, a behavioral coach, and a creative problem solver.
Lance has served clients in various roles as part of his 30+ year career in the wealth management space: investment portfolio manager; financial planner; mergers and acquisitions analyst; business co-founder, board member, and owner; economist; and more. In 1993, he co-founded an investment performance measurement service still in use today by hundreds of thousands of investors worldwide.
Lance is a member of the CFA Institute and Kingdom Advisors. For over six years Lance has been on the Finance and Investment Committees of Monroe Harding, a nonprofit serving foster children since 1893.
- Oral Roberts University, B.S. Business (Accounting)
- Vanderbilt University Owen Graduate School of Management, MBA (Finance)
- Over 30 years’ wealth management experience
Lance and his wife, Karin, spend much of their free time with their young adult children and friends. Karin describes their lives by saying, “We love Millennials!” They attend Grace Church and enjoy serving there in various ways.
Lance enjoys gardening, running, canoeing and sailing, and is a coffee and tea enthusiast. Raised in Mobile, Alabama, Lance is a second-generation Crimson Tide fan. (You can take the boy out of Alabama, but…)
Warren Buckner, CFP®, CPA
Wealth Planning Advisor
In delivering fee only financial planning and financial advice where he acts as his clients’ personal CFO, Warren combines his multi-disciplined background with his continual passion to learn, a willingness to align himself with talented individuals, and — most importantly — a genuine concern for his clients, their families, and their communities.
Warren previously worked in multiple but related disciplines in the wealth management space, including as a tax consultant with a Big 4 accounting firm, a tax attorney with a boutique law firm, and as a wealth planning strategist in national private banking firms.
Warren is a member of NAPFA, The Alliance of Comprehensive Planners (ACP), and The Garrett Planning Network. Steve is a frequent contributor to national publications for his expertise on a variety of financial planning topics.
- Indiana University Kelley School of Business, B.S. Business (Accounting and Finance)
- Indiana University School of Law, Juris Doctor
- Capital University, LLM (Taxation)
- Over 20 years’ wealth management experience
Warren attends Capital Christian and recently served on the Board of Big Brothers Big Sisters. He watches with amazement as his “Little Brother” James graduated from the U.S. Naval Academy and currently serves our country in The Navy. He enjoys following his family’s academic and athletic pursuits as well as hunting golf balls, following Hoosier basketball and USA soccer, and travel throughout the U.S. Warren has attended four World Cups but has yet to play in any.
Warren is proud of his Midwest work ethic and his Indianapolis heritage, but Warren has become an adopted son of the Southeast where he enjoys a few more days of sunshine and better college football.