Need Assistance

Mike
 

Michael McNaughton, CFP®, CLU, CLTC, AIF®
Financial Advisor
[email protected]

 

Dan
 

Daniel M. Schmitz, AIF®, CLTC
Financial Advisor
[email protected]

 

traci2
 

Traci Lewis
Paraplanner

Candidate for CFP
® certification
FINRA Series 66 & 7 Securities Registrations
traci@oakwoodaccess.com

I build the comprehensive plans that are customized based on your personal scenarios and goals.

Leah.website
 

Leah Granger
Client Liaison and Account Specialist

FINRA Series 7, 66, 24 & 53 Securities Registrations
leah@oakwoodaccess.com

I assist in reviewing opportunities available to you and ensure accurate implementation of your financial plan.

Tricia
 

Tricia Donals
Client Service Coordinator

FINRA Series 7 Securities Registration
[email protected]

I am happy to provide answers to questions concerning your accounts and handle any requests you may have.

Emily
 

Emily Schneider
Client Concierge

NYS Notary Public
[email protected]

I will often be the first voice you hear when you call and am happy to assist in any way, including scheduling appointments.

Scott
 

Scott Eisenmenger
Financial Assistant

[email protected]

I help gather and organize the information needed for your meetings in order to keep your financial
picture up-to-date.

Sydney (002)
 

Sydney Cuvelier
Financial Assistant

sydney@oakwoodaccess.com

I am available to handle any account-related inquiries and assist in preparing for your upcoming meetings.

Julie
 

Julie Mersdorf
Client Experience Manager

[email protected]

I look forward to seeing you at the education and appreciation events that I plan for our clients.

Melissa
 

Melissa McNaughton
Strategic Planning Manager
melissa@oakwoodaccess.com

I help align resources so your advisors can focus on implementing plans and strategies for our clients.

Mailing Address: 
OakWood Financial Services
190 Linden Oaks, Suite A
Rochester, NY 14625

Telephone: (585) 787-6870
Fax: (585) 267-7189

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OakWood Team