Need Assistance

Mike
 

Michael McNaughton, CFP®, CLU, CLTC, AIF®
mike@oakwoodaccess.com

 

Dan
 

Daniel M. Schmitz, AIF®, CLTC
dan@oakwoodaccess.com

 

Traci
 

Traci Lewis
Paraplanner

Candidate for CFP
® certification
traci@oakwoodaccess.com

I assist in building the comprehensive plans that your financial advisor creates based on your personal circumstances and goals.

Tricia
 

Tricia Donals
Client Service Coordinator

tricia@oakwoodaccess.com

I am happy to help with account related service requests and answer any questions you may have.

Emily

 

Emily Schneider
Client Concierge

emily@oakwoodaccess.com

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

scott@oakwoodaccess.com

I help gather all the information needed for your meetings and am your go to person for general service related requests.

Julie
 

Julie Mersdorf
Client Experience Manager

julie@oakwoodaccess.com

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
1680 Empire Blvd, Ste. 400
Webster, NY 14580

Telephone: (585) 787-6870
Fax: (585) 787-6871

Contact Us

Need Assistance Form

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