Broker Check

Meet the Team

Eric Tashlein

800-878-7152

erict@oeswealthpartners.com


Eric Tashlein, CFP®, is the founder of OES Wealth Partners. He is an author, columnist, and industry leader, having served as Past President of the Greater New Haven Financial Planning Association and a past member of the FPA CT Board. "I can confidently tell you that many financial advisors often work with too many investment clients, resulting in reactive service and less time reserved for doing the little things that can pay off over the long term for clients." At OES, our goal is to differentiate ourselves by working with a small number of successful families to ensure the highest standards of financial service. Over his successful career, Eric Tashlein, CFP®, has managed hundreds of millions of client retirement and trust assets. He is fully committed to enhancing the lives of clients and their future generations.


Eric and his family are lifelong Connecticut residents. As a volunteer, Eric has logged thousands of hours on behalf of his professional association, Rotary, youth sports, and church, among others.


Eric's current volunteer focus is on helping first-generation college students change the trajectory of their lives. To accomplish this, Eric is working with several local and national organizations to provide financial guidance, mentoring, and financial resources to first-gen college students trying to build their path toward a successful future.


Jasen Dahm, CFA, CPA

Strategic Investment Partner

Jasen is  Managing Director of TAG Invest, our investment management strategic partner.

In that role, he works with us to design our investment management process. He consults financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes running an asset management program and accumulating and managing over $1.1 Billion. He is also the author of the Amazon best-selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.

The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, and risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional returns without adding additional risk. Those strategies can be customized to your other investments.

TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.

 


Mark Kelly, CFA

Strategic Investment Partner

Mark Kelly, CFA

Mark is our case liaison for TAG Invest, our team-directed investment management service focusing on tax management, expense reduction, and risk management. In this role, he is responsible for developing our investment management processes and consults with financial advisors on asset management, liquidity management, and advanced case design.

Mark has seven years of experience in the financial services industry, most recently supervising the asset management division of an independent financial planning firm. He has also worked in relationship management and brokerage operations for an independent broker-dealer’s home office.

Mark is a graduate of Drake University in Des Moines IA, majoring in Finance and International business. He also holds the designation of Chartered Financial Analyst.

The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.

TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.

 

TAG Network- Our Strategic Partners 

We are a proud member of the TAG Network, a community of thriving independent financial professionals nationwide, collectively with over $12 billion of assets under advisement. Being a member of the TAG Network helps us stay abreast of industry trends and provides support and backup to ensure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.