Our advisors have the experience to see what’s on the horizon and the vision to help you plan for it. We strive to treat you with the same care we would extend to our own families’ finances. Each member brings their own area of expertise to help the entire team meet all your management needs.

Michael R McNaughton
 

 

Mike McNaughton, CFP®, CLU®, CLTC, AIF®

CEO & Founder

I founded OakWood Financial Services in 1999 because I felt strongly about helping my clients enjoy financial independence without being limited to a set of proprietary products. It’s critical that financial plans be multi-pronged to include tax and estate planning that can be implemented at each stage in life. Selecting and managing investment vehicles is just one set of tools when it comes to 360-degree financial planning.

My wife, Melissa, and I make our home in Penfield, NY where we are learning to embrace a quiet house. I recently joined the board of CDS Life Transitions and continue to be in awe of how they serve our community. My love/hate relationship with golf is back in full swing with the newly found time on my hands. I enjoy traveling to spend time with our kids and parents – whether in Phoenix, Cleveland, Michigan, Florida, or a joint destination.

Forbes Best-in-State Wealth Advisors (2022)
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021.  19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.

Women’s Choice Award® (2014–2022)
2014-2022 Women’s Choice Award 2022, created by Women Certified Inc. The 2022 award was presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.

Rochester Business Journal’s Forty Under 40 (2007)
2007 Rochester Business Journal Forty Under 40 Award, created by Rochester Business Journal. This award is based on outstanding professional accomplishments, civic involvement, letters of reference, and impact of achievement before age 40. and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Visit Rochester Business Journal for more award information.

Advisor Today Four Under Forty (2005)
2005 Advisor Today Four Under Forty, created by Advisor Today. Presented in June 2005 based on data collected from inception of advisor’s career until June 2005. Approximately 30 nominees were considered, 4 nominees were recognized. Winners pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit National Association of Insurance and Financial Advisors for more award information.

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Dan Schmitz, CFP®, AIF®, CLTC

President & Founder

I believe that communicating financial planning concepts and industry terminology in a way that is understandable and actionable is key. Whether I am translating future visions into retirement scenarios, managing investments, or devising long-term, tax-efficient wealth accumulation strategies, my focus is always on my clients and empowering them to feel comfortable and confident in their financial decision-making.

My wife, Carmelanne, and I embrace all the excitement that comes with raising our four children, two of which are “adulting” and off to college. When not at work, I can be found on the sidelines spectating one of my kid’s games or pursuing a part-time gig as Uber/ATM Dad. I also spend time outdoors, play hockey, golf, and try to catch a few country concerts every summer.

Women’s Choice Award® (2014–2022)
2014-2022 Women’s Choice Award 2022, created by Women Certified Inc. The 2022 award was presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Women's Choice Award for more award information.

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Leah Granger, AIF®, CSRIC

Wealth Advisor

As a Chartered Socially Responsible Investing Counselor, I am eager to help clients align their investments and values as we focus on achieving their personal financial aspirations. Giving back to the community is something that I care deeply about. I am a Board Member and Treasurer for Keeping Our Promise and volunteer with several other organizations in the Rochester area.

My husband, Russ, and I live in Fairport, NY. We have a young son, Landon, who keeps us busy and thoroughly entertained. We spend most summer weekends in the Adirondacks enjoying time on Otter Lake with friends and family.

InvestmentNews 40 Under 40 (2022)
2022 Investment News 40 under 40, created by Investment News. Presented in June 2022, based on data gathered from February to March 2022. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Investment News for more award information.

Rising Star Honoree in Rochester Business Journal's Financial Leaders (2021)
2021 Rochester Business Journal Financial Leader Rising Star, created by Rochester Business Journal. Presented in June 2021 based on data collected in April 2021. 47 nominees were considered, 17 nominees were recognized. Winners do not pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Rochester Business Journal for more award information.

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Traci Lewis, CFP®, AIF®

Wealth Advisor

I specialize in working with retirees and pre-retirees in building plans that are customized to your circumstances and position you for success throughout the different stages of retirement. My role also focuses on our investment process – which includes research, portfolio construction, monitoring existing investments, and vetting new opportunities.

My husband, Todd, and I live in Penfield, NY. We keep busy trying new restaurants and places to hike, visiting family, and cheering on the Bills. At home, you can find me in the garden, reading, cooking, and enjoying time with family.

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Greg Schuler, CFP®, AIF®

Wealth Advisor

I enjoy weaving together a financial plan based on your family’s goals, and getting to know you is my favorite part of the process. My emphasis is on creating a retirement blueprint with a focus on tax planning to help maximize the tax opportunities available today as well as upon income distribution in retirement.
 

My wife, Jessica, and I live in Hilton, NY with our two very active children. When we aren’t at gymnastics or swim meets, we love spending family time hiking around Lake Ontario and the Finger Lakes with our doodles Wookie and Bella.

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Melissa McNaughton

Chief Operations Officer

I have a wide range of responsibilities, all of which have the same purpose — to maximize and align our resources so our advisors can focus on you. I continuously evaluate our structure and processes to ensure we bring you the best service possible now and in the future.

Mike and I live in Penfield, NY. I enjoy golf, reading, and working on projects around the house. I look forward to cooking family dinners and having everyone around the kitchen table when the “kids” are in town.

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Christina Doody

Client Services Manager, Notary Public

I’m responsible for ensuring our clients receive the best service possible and do this by overseeing existing processes and the implementation of fresh initiatives. When new clients join us, I make sure the advisors have all the resources and support needed for a seamless transition.

I live in Fairport, NY with my husband, Bryan. Most of our free time is spent trying to keep up with our two young boys. We enjoy attending Buffalo Sabres games and family trips to Boston and Florida when we can get away. My mother and I get our quality time in with season tickets to the Rochester Broadway Theatre League.

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Erica Cook

Client Liaison and Account Support Specialist, Notary Public

I am available as a resource for account inquiries and will facilitate your service requests. I confirm everything is in good order and keep you informed every step of the way. My responsibilities include maintaining your financial profile and compiling the information needed for meetings. I am a NYS Notary Public and offer this complimentary service to our clients.

I spend my time away from the office mostly outdoors with my two Rhodesian Ridgebacks. When I’m not trailing behind them, you can find me kayaking or boating with family and friends. When weather doesn’t permit such activities, I’m perfectly comfortable being a homebody and welcome the opportunity to binge a good show.

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Whitney Benton

Financial Assistant

I am available as a resource to handle account inquiries. My responsibilities include gathering all the information needed for creating and maintaining your comprehensive financial profile, and using that information to prepare for review meetings. 

I live in Rochester and enjoy diving into the history and culture of the city. For fun on weekends, you can catch me watching stand-up at a comedy club or online. I’m known as the “honorary auntie” amongst my friends and their kids, and they keep me on my toes. In my down time, I like cooking and knitting while listening to Etta James, BB King, and Jethro Tull.

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Julie Mersdorf

Director of Client Experience

With more than 15 years at OakWood, I take pride in putting you first and making sure we are doing everything possible to create an environment where you feel informed and at ease. I look forward to seeing you at the varied client education and appreciation events we hold throughout the year. If you have feedback or suggestions on topics you would like to learn more about, please let me know.

I make my home in Webster with my husband, Jay, and two great, energetic kids. Most evenings and weekends you can find me cheering the kids on at soccer, basketball, and lacrosse games. My spare time is spent outdoors in the pool and boating with friends and family. On quiet evenings, I enjoy scrapbooking to preserve our family memories.

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Chris Cahill

Operations Manager

I am responsible for the day-to-day logistics and use my organizational and problem-solving skills to keep both offices running smoothly so the OakWood team can focus on meeting your needs.

I live in Irondequoit, NY with my wife, Carrie, and our dog, Callie. During the summer months, I enjoy spending time outside on our boat, golfing, or playing kickball. When not outdoors, I can be heard cheering on the Buffalo Bills and Sabres and will occasionally make the trip to Buffalo to catch a game in person.