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 transition into retirement and enjoy financial independence without being limited to a set of proprietary products. I believe it’s critical that I have the liberty to craft individualized plans built on investment strategies that are unique to each client’s goals.

My wife, Melissa, and I make our home in Penfield, NY, where we’re empty nesters. My love/hate relationship with golf is now back in full swing with the newly found time on my hands. I enjoy traveling, camping, and spending time with my family.

Forbes Best-in-State Wealth Advisors (2022)*
Women’s Choice Award® (2014–2022)+
Rochester Business Journal’s Forty Under 40 (2007)++
Advisor Today Four Under Forty (2005)

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Dan Schmitz, CFP®, AIF®, CLTC

President & Founder

I’m a founding partner of OakWood Financial Services. I work with clients to customize plans for their individual short- and long-term goals. My approach is distinguished by my in-depth understanding of risk management and asset allocation techniques. I communicate complicated planning techniques in a way that my clients can understand and put into action.

My wife, Carmelanne, and I embrace and love all the excitement that comes with raising our four children in West Henrietta, NY. When I’m not at work, I’m usually on the sidelines spectating or coaching one of my kids' lacrosse, soccer, volleyball, or baseball games. I stay busy in my community by volunteering at my children’s schools and sports programs. I remain true to my roots and love being outdoors or in my pick-up truck, generally listening to country music.

Women’s Choice Award® (2014–2022)++

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Leah Granger, AIF®, CSRIC

Wealth Advisor

I truly love working with clients and leveraging my experience in the financial industry to help them reach their goals. I specialize in creating financial plans that take advantage of all the opportunities available to you. As a Chartered Socially Responsible Investing Counselor, I am passionate about assisting clients in aligning their investments and values while maintaining focus on achieving their personal financial aspirations.

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)§
Rising Star Honoree in Rochester Business Journal's Financial Leaders (2021)++

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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 best position you throughout the different stages of retirement. My role also focuses on our investment process, including research, portfolio construction, monitoring existing investments, and vetting new opportunities.

My husband, Todd, and I live in Penfield, NY. Now that our kids are graduated and starting on their own life journeys, we’re keeping busy making our own adventures – like trying new restaurants and hiking. You can also find me in the garden, reading, cooking, and enjoying time with family.

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Greg Schuler, CFP®

Wealth Advisor

I enjoy weaving together a financial plan based on you and your family’s specific goals and getting to know your aspirations is one of my favorite parts 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 and 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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Christina Doody

Financial Assistant, Notary Public

I am happy to provide answers to questions concerning your accounts and handle any requests you may have. I ensure everything is in good order and keep you informed every step of the way. My goal is to make sure the process is seamless, which is why I think communication is so important. As a NYS Notary Public, I offer this complimentary service for our clients.

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 are also sure to get our quality time in with season tickets to the Rochester Broadway Theatre League.

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Tricia Donals

Client Liaison and Account Specialist, FINRA Series 7 Securities Registration

I’m happy to provide answers to questions concerning your accounts and handle any requests you may have. This includes handling unique scenarios that can be account specific or relative to your larger financial picture. Making sure you feel comfortable and up to date throughout the process is extremely important to me.

I share my home in Rochester, NY with my husband, Kyle, and our furry friends, Phoebe, Nellie, and Bailey. I think of myself as an old soul who enjoys simple things like painting, reading, tuning in to Wheel of Fortune, and spending time with loved ones. I enjoy hiking and kayaking in the summer and skiing in the winter.

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Erica Cook

Financial Assistant, 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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Melissa McNaughton

Strategic Planning Manager

I have a wide range of responsibilities at OakWood, all of which have the same purpose — to maximize and align our resources so our advisors can focus on you. While they provide the short- and long-term vision on how best to meet client needs, it’s my job to make it happen. I continuously evaluate our structure and processes to ensure we bring you the best service possible.

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

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Julie Mersdorf

Client Engagement Manager

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 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.

*Forbes’ Best-In-State Wealth Advisors (2022). Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
+The Women's Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc. Being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of December 2021, of the 603 considered for the Women’s Choice Award, 221 were named Women’s Choice Award Financial Advisors/Firms.
++Selected by a committee of business leaders based on professional success and significant civic contributions to the community.
¶Honorees are judged on their accomplishments, contribution to the industry, leadership, and promise.
§InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Honorees are judged on their accomplishments, contribution to the industry, leadership, and promise. This award is not indicative of the wealth managers' future performance. Your experiences may vary.