About Us
Different from other financial firms by design.
We're passionate about finding true solutions for our clients, not selling products disguised as a financial plan. We're a boutique family office built around your whole financial life.
40+ yrs
Combined experience
Fee-only
Fiduciary, never commission-driven
Knoxville
Tennessee, serving clients nationwide
Our Team
The people behind the plan.
Fred Lee
CFP® · Wealth Advisor
Fred Lee brings over 25 years of investment, banking, and wealth advisory experience to Oak Springs. He takes an integrated approach to helping clients align their total wealth with their long-term goals.
Prior to Oak Springs, Fred was a Partner and Wealth Advisor at BPV Capital Management, where he specialized in delivering a family office experience for high-net-worth clients. He holds a Bachelor of Arts from the University of Southern Mississippi and lives in Knoxville with his family.
Prior to Oak Springs, Fred was a Partner and Wealth Advisor at BPV Capital Management, where he specialized in delivering a family office experience for high-net-worth clients. He holds a Bachelor of Arts from the University of Southern Mississippi and lives in Knoxville with his family.
Wealth Advisory
Investment Advisory
Estate Planning
Trust Planning
Charitable Giving
Philanthropic Strategies
Family Office Management
Carol Johnson
CFP® · Wealth Planner
Carol Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner and Wealth Planner with Oak Springs Wealth Management. She brings more than 30 years of experience in wealth and retirement planning, asset allocation, insurance strategies, and tax and estate planning. Carol is a founding member of Oak Springs Wealth Management, helping establish the firm more than a decade ago.
In addition to her role at Oak Springs, Carol helped launch ZMedia Ventures, a Knoxville-based marketing and video production agency, where she currently serves in an executive leadership role. Prior to joining Oak Springs, she was a Partner and Financial Planner with BPV Capital Management and served as Vice President and Wealth Strategist for Regions Morgan Keegan Trust. Carol began her financial services career with a boutique financial planning firm in Oak Ridge, Tennessee.
Carol earned a Bachelor of Science in Business Administration from Trevecca Nazarene University. She resides in Loudon County, Tennessee, with her husband, Tony, and their son, Campbell, where they enjoy life on the 18th hole of a local golf course.
In addition to her role at Oak Springs, Carol helped launch ZMedia Ventures, a Knoxville-based marketing and video production agency, where she currently serves in an executive leadership role. Prior to joining Oak Springs, she was a Partner and Financial Planner with BPV Capital Management and served as Vice President and Wealth Strategist for Regions Morgan Keegan Trust. Carol began her financial services career with a boutique financial planning firm in Oak Ridge, Tennessee.
Carol earned a Bachelor of Science in Business Administration from Trevecca Nazarene University. She resides in Loudon County, Tennessee, with her husband, Tony, and their son, Campbell, where they enjoy life on the 18th hole of a local golf course.
Holistic Wealth Planning
Investment Planning
Asset Allocation
Tax Strategies
Estate Planning
Insurance Planning
Mayra Diaz
Client Service Specialist
Mayra Diaz oversees client services and account administration at Oak Springs Wealth Management, helping ensure every client interaction is smooth and well-supported.
Before joining Oak Springs, Mayra built her background in financial client relations as a loan officer and within the credit services department at Vanderbilt Mortgage. She has also facilitated classes through the University of Tennessee Cooperative Extension in Knox County, and resides in Knoxville with her family.
Before joining Oak Springs, Mayra built her background in financial client relations as a loan officer and within the credit services department at Vanderbilt Mortgage. She has also facilitated classes through the University of Tennessee Cooperative Extension in Knox County, and resides in Knoxville with her family.
Client Onboarding
Account Administration
Quarter-End Reporting
Compliance Tracking
Compliance Verification
Client Relationship Management
SEC RIA
We help you become financially organized — a clear picture of everything you own, owe, and earn.
Nationwide
We protect what you've built, with strategies designed to withstand volatility and minimize taxes.
CFP®
We grow your net worth thoughtfully, balancing consistent returns against the risks that matter.
Boutique
We help you reach your evolving personal and financial goals — and remain there.
We are a team of experienced professionals who create and implement comprehensive strategies for our clients to achieve their financial and life goals. We are committed to helping clients build and preserve wealth as an independent, fee-based SEC Registered Investment Advisor serving high net worth individuals, families, businesses and foundations.
We find true solutions for our clients — not products disguised as a financial plan.
We provide comprehensive wealth management to a select group of clients nationwide. Our clients enjoy how we simplify their financial lives, preserve and enhance their wealth, and achieve their evolving personal and financial goals. Our services span investment strategy and management, legacy and philanthropic planning, estate planning, tax planning, financial and cash flow planning, and business consultation. As certified financial planners, we have a fiduciary responsibility to always put client needs first.
