Need Assistance


Michael McNaughton, CFP®, CLU, CLTC, AIF®



Daniel M. Schmitz, AIF®, CLTC



Traci Lewis

Candidate for CFP
® certification

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


Tricia Donals
Client Service Coordinator

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



Emily Schneider
Client Concierge

I will often be the first voice you hear when you call and am happy to assist in any way, including scheduling appointments.


Scott Eisenmenger
Financial Assistant

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


Julie Mersdorf
Client Experience Manager

I look forward to seeing you at the education and appreciation events that I plan for our clients.


Melissa McNaughton
Strategic Planning Manager

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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