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.

I am honored to be a Rising Star Honoree in Rochester Business Journal's Financial Leaders 2021.**
 

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 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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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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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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Lisa DeMetsenaere

Financial Assistant, Notary Public

I’m available as a resource to answer any questions you may have. Effectively meeting your servicing needs is a top priority of mine and I do this by gathering the information needed to create and maintain your financial profile, compiling reports for your reviews, and keeping current on all of your accounts. As a NYS Notary Public, I offer this complimentary service for our clients. 

I live in Fairport, NY with my husband, Keith, and our rescue dog, Fern. We love ocean cruising and visiting other countries. We also enjoy food and wine tasting with family and friends. When at home, you can find us cooking or watching movies on the couch with the dog.

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Karen Beatty

Client Service Associate

My responsibilities typically keep me behind the scenes working directly with the advisors to ensure that new clients have all the resources and support needed for a smooth transition when they join our OakWood family. I also assist with operations as well as direct new firm initiatives that help us serve our clients better.

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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Heather Henshaw

Client Concierge

I will be the first voice you hear when you give us a call and the first smile to greet you when you arrive at our Linden Oaks office. Expect to hear from me when it is time to schedule your meetings and reviews. 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.

I spend half the year at Sandy Harbor Beach in Hamlin, NY, and the colder months in the small town of Scottsville, NY. I share my home with my dogs Maverick, Goose, and Rosie. I am currently pursuing my bachelor’s in human development and counseling psychology, with a minor in sociology. Most of my free time is spent doing schoolwork, reading, yoga, and swimming in the lake, of course.

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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.