Our Family protecting yours!

It is a privilege to serve you and your family. At Oasis Financial, we believe that family is the only thing that truly lasts. When you work with us, you aren’t calling a center; you are calling a partner. You will have a direct line to a person who knows your name and respects your story.

Callan: The Architect of Simplicity Originally from California, Callan moved to Philadelphia in 2017, bringing 20 years of experience in Science Education and Trauma-Informed Leadership.

  • Her Mission: To turn "complex" into "simple."

  • The Oasis Touch: Callan ensures your experience is smooth and "auto-pilot" easy. She replaces the cold, task-oriented approach of traditional finance with genuine empathy and a teacher’s heart.

Tony: The Heart of the Community Growing up in Guanajuato, Mexico, and Pisa, Italy, raised with a global perspective, Tony speaks the language of the heart. With over 24 years in Pastoral Care, Hospital Leadership, Tony doesn't just "sell policies"—he shepherds people.

  • His Mission: To provide peace of mind.

  • The Oasis Touch: A top-ranked national agent for over a decade, Tony blends professional excellence with the warmth of a neighbor. For Tony, protecting your legacy is a sacred trust.

The Oasis Promise Together, Callan and Tony combine systems and soul. We aren't just here for the paperwork; we are here to ensure your legacy is a source of dignity and comfort for generations to come.

The power of Partnership

We are not captive (only able to help you with one company) insurance agents, rather we have key partnerships that allow us to help you with over 100 A rated companies and always be able to find you the best product.

  • We have a key partnership with Secured Benefits Group that allows us to leverage not only a wealth of products, but a wealth of knowledge. Stu Grizzle has been our mentor, friend and key partner over the last 10 years. It’s an honor to serve as Vice President at this prestigious brokerage.

    https://www.securedbenefitsgroupllc.com/

  • We believe in keeping things simple, smart, and human. We not only help you place a policy in place, but we will remain actively engaged with it and with your needs. Our commitment and our service to you is ongoing.

  • Below you will see logos for some of the over 100+ A rated companies we are able leverage to ensure we are getting you the very best product and price available.

Contact us

No question is unimportant! We are here to serve you! Please feel free to reach out to us and let us know how we can come along side you and help!