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®

Senior Wealth Advisor, 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.

I am proud to have earned the Women’s Choice Award® (2014–2021)* and Rochester Business Journal’s Forty Under 40 (2007).**

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.

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Dan Schmitz, CFP®, AIF®, CLTC

Senior Wealth Advisor, 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.

I am proud to have earned the Women’s Choice Award® (2014–2021).*

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.

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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.

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Traci Lewis, CFP®

Wealth Advisor

I specialize in building plans that are customized to your personal goals and circumstances. My focus is on providing the research and analysis, so you feel comfortable and confident when making financial decisions. I am also responsible for implementing your investment and income strategies  — which oftentimes means finding creative solutions for challenging circumstances.

My husband, Todd, and I live in Penfield, NY and have two kids in college. My life has been in transition after spending the last several years watching track meets, volunteering in school, and actively participating in the PTSA. In my quiet time, I enjoy gardening, reading, and cooking.

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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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Scott Eisenmenger

Financial Assistant

I’m available as a resource to handle account inquiries. My responsibilities include gathering all the information needed for creating and maintaining a complete profile of your financial picture. Compiling the reports for your reviews and being familiar with all your accounts allows me to effectively meet your servicing needs.

I was raised in Hilton, NY where I played varsity baseball and basketball in high school. I went on to play collegiate baseball as a first baseman on the St. John Fisher team. I'm proud to say I was on the team that made the school's history books – winning our first regional championship and then making an appearance in the 2016 World Series. In my spare time, I like to golf, workout, and travel.

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Christina Doody

Financial Assistant

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.

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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Amanda Whalen

Office Administrator

I will be the first smile to greet and welcome you at the Linden Oaks office. Delivering outstanding client service has always been an essential part of a day’s work for me. I am responsible for the day-to-day logistics and use my organizational skills to keep both offices running smoothly so our team can focus on meeting your needs.
 

My husband and I have settled down in Irondequoit with two cats and an endlessly energetic border collie, Dory. I enjoy trying new recipes, perfecting old ones, and improving my cooking techniques. On the weekends, I am up early with coffee in hand, a true crime podcast playing in the background, and my dog by my side.

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Karen Beatty

Client Service Associate

I will often be the first voice you hear when you call and am happy to assist in any way, including scheduling appointments. I handle account inquiries and facilitate communication between clients and advisors, assuring that top priorities are addressed. I will quickly be able to identify and direct your requests to the right team members.
 

I live in Irondequoit, NY with my husband David, and our dog Champ. We enjoy spending time at the lake and kayaking during the summer. I have traveled to four continents and lived in China for a year. I enjoy taking a tourist approach to my hometown by finding new trails to explore and restaurants with delicious food.

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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 Experience 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.

*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 2020, of the 566 considered for the Women’s Choice Award, 193 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.