Meet the Team that Fuels Business Growth

Leadership


 

Joe Leonard, CLFP

Joe Leonard, CLFP

CEO

Joe Leonard is one of the founding Members of Oakmont Capital Services. His primary function is to oversee Oakmont's strategic direction, ensuring its sustained growth and maintai...Read More

(610) 880-3346
Joe Leonard, CLFP

Joe Leonard, CLFP

CEO

Joe Leonard is one of the founding Members of Oakmont Capital Services. His primary function is to oversee Oakmont's strategic direction, ensuring its sustained growth and maintaining the industry's highest ethical and performance standards. After graduating from Penn State University, Joe has had an extensive and varied business experience ranging from commercial financing to consumable goods and services. In addition to Oakmont Capital Services, Joe has founded and operated several companies, including a bauxite mine, a packaging company, and a spring water bottling company.   

Joe has been an active member of the equipment finance industry for over 25 years and is passionate about giving back. He is a hands-on member of the Certified Lease and Finance Professional (CLFP) Foundation, serving on the board since January 2019. In addition, Joe participates with several CLFP Committees and has served as an instructor for the CLFP exam. He was also a former National Equipment Finance Association (NEFA) board member, with tenure from October 2016 to June 2018. 

Daryn Lecy, MBA, CLFP

Daryn Lecy, MBA, CLFP

COO

Daryn Lecy is a veteran industry executive with extensive operational and management experience. Daryn brings to Oakmont the experience of helping lead the growth of a $140MM portf...Read More

(320) 844-8811
Daryn Lecy, MBA, CLFP

Daryn Lecy, MBA, CLFP

COO

Daryn Lecy is a veteran industry executive with extensive operational and management experience. Daryn brings to Oakmont the experience of helping lead the growth of a $140MM portfolio to $1.2B while partnering to manage over 150 employees. Daryn has experience in strategic planning, credit, business development, creative and customized financing programs, syndications, third-party funding relationships, technology initiatives, employee management, and development. Daryn recently served as President for The National Equipment Finance Association (2019-2020) and currently serves as Immediate Past President (2020-2021).  He most enjoys working alongside a great team of dedicated employees and a dynamic leadership team at Oakmont Capital Services.  

Megan Zoba

Megan Zoba

VP Docs & Funding

Megan Zoba is one of the founding Members of Oakmont Capital Services. She has served the equipment financing and leasing industry since 1991 and oversees the day to day back offi...Read More

(610) 880-3345
Megan Zoba

Megan Zoba

VP Docs & Funding

Megan Zoba is one of the founding Members of Oakmont Capital Services. She has served the equipment financing and leasing industry since 1991 and oversees the day to day back office (credit, documentation, and funding) operations of Oakmont Capital Services. As VP Docs & Funding, Megan is an active participant in setting and administering tactical and strategic goals for the company. Megan’s extensive experience in managing the back-office functions has proven critical to Oakmont’s continued success. 

Jim Peach, CLFP

Jim Peach, CLFP

Sr. VP Sales & Marketing

Jim Peach has over 17 years of experience in the equipment finance industry. Prior to joining Oakmont Capital Services, Jim began his equipment finance career at Stearns Bank N...Read More

(320) 844-8808
Jim Peach, CLFP

Jim Peach, CLFP

Sr. VP Sales & Marketing

Jim Peach has over 17 years of experience in the equipment finance industry. Prior to joining Oakmont Capital Services, Jim began his equipment finance career at Stearns Bank N.A. as an account manager. He held many roles with increasing responsibility throughout his tenure, including client relations, business development, third-party origination, equipment valuations, off-lease equipment sales, and VP/ Sales Manager. At Oakmont, Jim leads the sales team to deliver an excellent customer experience and oversees the marketing strategy to ensure alignment with business objectives.  

Kayla Perlinger, CLFP

Kayla Perlinger, CLFP

VP Syndications

Kayla Perlinger is an experienced equipment finance professional with wide-ranging industry knowledge. Kayla oversees the sell desk at Oakmont Capital Services, establishes new par...Read More

(320) 844-8810
Kayla Perlinger, CLFP

Kayla Perlinger, CLFP

VP Syndications

Kayla Perlinger is an experienced equipment finance professional with wide-ranging industry knowledge. Kayla oversees the sell desk at Oakmont Capital Services, establishes new partnerships, and further develops existing syndication relationships. She is also highly active in data analysis, technological initiatives, risk management, and streamlining processes. Kayla graduated from St. Cloud State University in 2011 with a bachelor’s degree in Economics. As a dedicated participant in the equipment finance industry, she earned her Certified Lease & Finance Professional (CLFP) designation in 2016 and is currently a committee member for the Chris Walker Education Foundation. Kayla is an advocate for self-development, committed to continuing education, and has a strong interest in technological advancements. 

Keara M. Piekanski, MBA

Keara M. Piekanski, MBA

Director of Marketing

Keara M. Piekanski has over 16 years of experience in B2B and B2C marketing, working in both the agency and corporate worlds. She has developed strategic plans, implemented multi-m...Read More

(610) 880-3348
Keara M. Piekanski, MBA

Keara M. Piekanski, MBA

Director of Marketing

Keara M. Piekanski has over 16 years of experience in B2B and B2C marketing, working in both the agency and corporate worlds. She has developed strategic plans, implemented multi-media tactics, and built marketing teams that have driven business growth. Keara joined Oakmont Capital Services in 2018 and oversees the marketing team, driving the strategic marketing vision and curating all content. Active in the equipment finance industry, she is the Chair of the Marketing Committee for the Certified Lease & Finance Professional (CLFP) foundation. Keara studied Communication at the University of Pittsburgh, graduating Manga Cum Laude, and holds an MBA in Marketing and Strategic Management from Villanova University.

Mikki Henkelman, CLFP

Mikki Henkelman, CLFP

Credit Manager

Mikki Henkelman established a career in the equipment leasing and finance industry in 2007. She has experience in numerous industry areas, specializing in underwriting, syndication...Read More

(320) 844-8809
Mikki Henkelman, CLFP

Mikki Henkelman, CLFP

Credit Manager

Mikki Henkelman established a career in the equipment leasing and finance industry in 2007. She has experience in numerous industry areas, specializing in underwriting, syndications, and credit risk. At Oakmont Capital Services, Mikki oversees the credit department and assists with process implementation and risk management. Mikki studied Finance at Minnesota State University, Moorhead with a minor in communications, and attained her Certified Lease & Finance Professional (CLFP) designation in 2016. 

Jen Foulds, CLFP

Jen Foulds, CLFP

Funding Manager

Jen has been a part of the Oakmont Capital Service’s team for over 10 years. Initially, she began as a Data Entry Clerk and progressed from Credit Analyst to Funding Manager. Jen...Read More

(610) 880-3344
Jen Foulds, CLFP

Jen Foulds, CLFP

Funding Manager

Jen has been a part of the Oakmont Capital Service’s team for over 10 years. Initially, she began as a Data Entry Clerk and progressed from Credit Analyst to Funding Manager. Jen was an integral part of developing and implementing the CRM system, and currently oversees the funding process, checks in docs, communicates with the sales team on funding status, creates funding packages, requests wires, and sends out notifications on prefunded and funded transactions. She also works closely with the document, titling, and insurance teams to ensure the funding process is smooth and complete. Jen has been commissioned a Pennsylvania Notary Public since 2014. In her free time, Jen enjoys spending time with her 2 young children and cheering on the Philadelphia Flyers.

Tracey Elfering, CLFP

Tracey Elfering, CLFP

Documentation & Titling Manager

Tracey began her career in the leasing industry in 2000 and has worked in a variety of roles. At Oakmont Capital Services she is focused on Documentation, UCC’s and Titling. Trac...Read More

(320) 844-8801
Tracey Elfering, CLFP

Tracey Elfering, CLFP

Documentation & Titling Manager

Tracey began her career in the leasing industry in 2000 and has worked in a variety of roles. At Oakmont Capital Services she is focused on Documentation, UCC’s and Titling. Tracey has helped facilitate and execute the implementation of many processes including ELT title processing, DocuSign (Electronic Signature), plus created a process to track the unique titling nuances in this industry. Tracey is dedicated to the industry and always looking for opportunities to expand her knowledge. She completed the Dale Carnegie Training Course in 2017 and received the Highest Award for Achievement.

Sales


 

Elise Linn, CLFP

Elise Linn, CLFP

Sales Manager

Elise Linn has 19 years of experience in the equipment finance industry. After graduating from St. Cloud State University with a bachelor’s degree in Finance, she began her eq...Read More

(320) 844-8802
Elise Linn, CLFP

Elise Linn, CLFP

Sales Manager

Elise Linn has 19 years of experience in the equipment finance industry. After graduating from St. Cloud State University with a bachelor’s degree in Finance, she began her equipment finance career. Elise has extensive experience working directly with manufacturers establishing national retail finance programs.  At Oakmont Capital Services, she specializes in partnering with manufacturers and vendors, plus end-user customers, providing an excellent financing experience. Elise has a passion for helping businesses grow by providing top-notch customer service and financing for equipment essential in daily operations. Elise also holds a Certified Lease & Finance Professional (CLFP) designation. 

Michael McElroy, CLFP

Michael McElroy, CLFP

Director of Business Development

Michael McElroy is an experienced equipment finance professional who joined Oakmont Capital Services in 2018. During his career, Michael has established multiple national manufa...Read More

(320) 844-8806
Michael McElroy, CLFP

Michael McElroy, CLFP

Director of Business Development

Michael McElroy is an experienced equipment finance professional who joined Oakmont Capital Services in 2018. During his career, Michael has established multiple national manufacturer financing programs and created unique solutions to help vendors sell more equipment. His customers appreciate his commitment to personal service and his desire to form long term relationships in the industries that he serves. Michael graduated from Saint John’s University with a degree in Economics and holds a Certified Lease & Finance Professional (CLFP) designation. 

Adam Domke, CLFP

Adam Domke, CLFP

Business Development Officer

Adam Domke is an experienced equipment financing manager that focuses on the construction and trash industries. At Oakmont Capital Services, he works with both end-users and ve...Read More

(320) 844-8721
Adam Domke, CLFP

Adam Domke, CLFP

Business Development Officer

Adam Domke is an experienced equipment financing manager that focuses on the construction and trash industries. At Oakmont Capital Services, he works with both end-users and vendors across the nation, creating custom financing options, and has experience with various manufacturer programs. Adam’s customers and vendors value his passion and can count on his dedication to making financing possible. Adam holds a bachelor’s degree from Bemidji State University and obtained a Certified Lease & Finance Professional (CLFP) designation in 2020. 

Louis Frignito

Louis Frignito

Business Development Officer

Lou Frignito has over thirteen years of experience in the automotive and finance industries. Prior to joining Oakmont Capital Services in 2016, Lou worked at Landmark Automotive...Read More

(610) 880-3354
Louis Frignito

Louis Frignito

Business Development Officer

Lou Frignito has over thirteen years of experience in the automotive and finance industries. Prior to joining Oakmont Capital Services in 2016, Lou worked at Landmark Automotive. He began his career as a Service Manager before quickly moving to an Operations Manager. In this role, he was responsible for a full-fledged dealership's daily operations, including customer relations, business development, marketing, and finance. Lou calls on his automotive industry experience to provide his equipment finance customers with the diligence, attention, and service they deserve. 

Jayme Gerads, CLFP

Jayme Gerads, CLFP

Business Development Officer

Jayme Gerads has a career in the finance industry spanning over 14 years. Throughout these years, he has worked in multiple positions giving him an in-depth understanding of...Read More

(320) 844-8803
Jayme Gerads, CLFP

Jayme Gerads, CLFP

Business Development Officer

Jayme Gerads has a career in the finance industry spanning over 14 years. Throughout these years, he has worked in multiple positions giving him an in-depth understanding of the financing process. Before beginning his career in the finance industry, Jayme worked for an excavating company operating heavy equipment and still possesses a commercial license, which has helped him better relate to and understand his customers’ needs in the construction, agriculture, and trailer industries. Jayme holds a bachelor’s degree in Business Management from Southwest Minnesota State University and earned the Certified Lease & Finance Professional (CLFP) designation in 2020. 

Andrew Halladay, CLFP

Andrew Halladay, CLFP

Business Development Officer

Andrew Halladay has worked in the financial services industry for over 20 years, focusing on the equipment finance industry over the past 9 years. Andrew’s career at Oakm...Read More

(610) 880-3352
Andrew Halladay, CLFP

Andrew Halladay, CLFP

Business Development Officer

Andrew Halladay has worked in the financial services industry for over 20 years, focusing on the equipment finance industry over the past 9 yearsAndrew’s career at Oakmont Capital Services has steadily grown to include many industries such as transportation, landscaping, tree care, and constructionwhere he has built a strong client base across all 50 states. Andrew has immense experience and great insight into all parts of the finance industry, the changing environment, regulations, and current needs of the 21st-century customerallowing him to better serve Oakmont’s clients and help them build and grow their businesses. Andrew holds a bachelor’s degree from Philadelphia University and a Certified Lease & Finance Professional (CLFP) designation. 

D.J. Jackson, CLFP

D.J. Jackson, CLFP

Business Development Officer

D.J. Jackson has been financing capital equipment and projects for clients in the U.S. and abroad for over 10 years. In 2012, D.J. joined Oakmont Capital Services, where he focuses...Read More

(610) 880-3353
D.J. Jackson, CLFP

D.J. Jackson, CLFP

Business Development Officer

D.J. Jackson has been financing capital equipment and projects for clients in the U.S. and abroad for over 10 years. In 2012, D.J. joined Oakmont Capital Services, where he focuses on lending business owners in North America the funds to obtain commercial equipment for their company, achieve greater efficiency, increase utilization, and provide higher levels of service to their clients and partners.

D.J.  graduated from North Carolina’s Elon University with a bachelor’s degree in Business Administration with an emphasis in Marketing. He began his career in procurement for a large publicly traded technology supply chain services company. Gaining a cutting edge understanding of inventory, distribution models, service levels, equipment asset utilization, and business efficiency, D.J. transitioned his prior career experiences into his role as an equipment finance professional. D.J. also holds a Certified Lease & Finance Professional (CLFP) designation.

Carrie Jaenicke

Carrie Jaenicke

Business Development Officer

Carrie Jaenicke has worked across various industries, including construction, landscaping, and woodworking, during her career as an equipment finance professional. At Oakmont Capit...Read More

(320) 844-8807
Carrie Jaenicke

Carrie Jaenicke

Business Development Officer

Carrie Jaenicke has worked across various industries, including construction, landscaping, and woodworking, during her career as an equipment finance professional. At Oakmont Capital Services, Carrie focuses on building and maintaining strong, long-lasting relationships with vendors and dealers. She has a deep desire to understand her customers’ needs, offer creative finance options, and make financing possible. Carrie obtained a bachelor’s degree in management from St. Cloud State University. 

Missy Koltes, CLFP

Missy Koltes, CLFP

Broker Services Specialist

Missy Koltes has been working in the equipment finance industry since 2009 and served as a broker supervisor before joining Oakmont Capital Services in 2021. Throughout her career,...Read More

(320) 844-3371
Missy Koltes, CLFP

Missy Koltes, CLFP

Broker Services Specialist

Missy Koltes has been working in the equipment finance industry since 2009 and served as a broker supervisor before joining Oakmont Capital Services in 2021. Throughout her career, Missy focused on nurturing third-party referral source relationships. Missy holds a bachelor's degree in finance from St. Cloud State University. She values growing and maintaining relationships with referral partners and finding creative financing solutions for customers.

Mindy Lund, CLFP

Mindy Lund, CLFP

Business Development Officer

Mindy Lund has worked in the financial industry since 2007, focusing on equipment financing since 2011. During this time, Mindy has gained a wealth of knowledge and experience acro...Read More

(320) 844-8725
Mindy Lund, CLFP

Mindy Lund, CLFP

Business Development Officer

Mindy Lund has worked in the financial industry since 2007, focusing on equipment financing since 2011. During this time, Mindy has gained a wealth of knowledge and experience across various industries, including veterinary, optical, construction, agriculture, titled equipment, and more. At Oakmont Capital Services, she builds strong relationships with equipment vendors, manufacturers, and end-users, plus is passionate about providing exemplary customer service. Mindy holds a bachelor’s degree from St. Cloud State University and obtained a Certified Lease & Finance Professional (CLFP) designation in 2019.

Tatum Noreen, CLFP

Tatum Noreen, CLFP

Inside Sales Representative

Tatum Noreen started working in the equipment finance industry in 2015 after graduating from Bemidji State University with a bachelor’s degree in Business Administration. Tatum b...Read More

(320) 844-5196
Tatum Noreen, CLFP

Tatum Noreen, CLFP

Inside Sales Representative

Tatum Noreen started working in the equipment finance industry in 2015 after graduating from Bemidji State University with a bachelor’s degree in Business Administration. Tatum began her career as a credit analyst and transitioned into client relations soon after. She became a team leader in the spring of 2018, and in 2019, Tatum obtained her Certified Lease & Finance Professional (CLFP) designation. She joined Oakmont Capital Services as an Inside Sales Representative in 2021.

Kristy Doll

Kristy Doll

Inside Sales Representative

Kristy Doll began working in the equipment finance industry in 2018 as a Sales Assistant and was quickly promoted to a Client Relations Representative. She joined Oakmont Capital S...Read More

(320) 844-5139
Kristy Doll

Kristy Doll

Inside Sales Representative

Kristy Doll began working in the equipment finance industry in 2018 as a Sales Assistant and was quickly promoted to a Client Relations Representative. She joined Oakmont Capital Services in 2021 as a Documentation Specialist and was promoted to Client Account Manager six months later. Kristy has previous experience as an accounting assistant and an Operations Compliance Coordinator. She graduated with a double major in Paralegal and Legal Administrative Assistant from Alexandria Technical College. She is proud of her strong work ethic, hard work, and dedication to her career, which she attributes to growing up on a farm. 

Chad Primus, CLFP

Chad Primus, CLFP

Business Development Officer

Chad Primus’ career in the equipment finance and leasing industry spans over 20 years. He specializes in agriculture, vocational and delivery trucks, plus construction equipm...Read More

(320) 844-8805
Chad Primus, CLFP

Chad Primus, CLFP

Business Development Officer

Chad Primus’ career in the equipment finance and leasing industry spans over 20 years. He specializes in agriculture, vocational and delivery trucks, plus construction equipment. Chad applies the same work ethic and values he learned growing up on a dairy farm in Central Minnesota to being a trusted advisor to his customers and vendors. At Oakmont Capital Services, Chad prides himself on delivering quick, convenient financing with extraordinary personal service. Chad graduated from St. Cloud State University with a bachelor’s degree and obtained a Certified Lease & Finance Professional (CLFP) designation in 2020. 

Tabitha Renneker

Tabitha Renneker

Business Development Officer

Tabitha Renneker has been working in the financial industry since 2012, specializing in medical equipment financing for the past 6 years. She values the relationships built with he...Read More

(320) 844-5152
Tabitha Renneker

Tabitha Renneker

Business Development Officer

Tabitha Renneker has been working in the financial industry since 2012, specializing in medical equipment financing for the past 6 years. She values the relationships built with her customers, vendor partners, and colleagues and enjoys helping end-users obtain the equipment needed to grow their businesses by offering creative financing options. At Oakmont Capital Services, Tabitha will focus on providing excellent customer service while making the entire financing process as seamless as possible for all parties involved.

Molly Sand

Molly Sand

Business Development Officer

Molly Sand has been worked in the financial services industry for 17 years and has focused on the equipment finance industry for the past 9 years. She has also gained experienc...Read More

(320) 844-8804
Molly Sand

Molly Sand

Business Development Officer

Molly Sand has been worked in the financial services industry for 17 years and has focused on the equipment finance industry for the past 9 years. She has also gained experience as a teller, insurance agent, and mortgage loan officer during her careerAs an equipment finance professional with Oakmont Capital Services, Molly has built vendor and customer relationships in industries including construction, landscaping, tree care, and forestry to help businesses grow. 

Sean Eidle, CLFP

Sean Eidle, CLFP

Sales Coordinator

Sean Eidle is a dedicated equipment finance professional, joining Oakmont Capital Services in 2014. After graduating from West Chester University with a bachelor’s degree in M...Read More

(610) 880-3351
Sean Eidle, CLFP

Sean Eidle, CLFP

Sales Coordinator

Sean Eidle is a dedicated equipment finance professional, joining Oakmont Capital Services in 2014After graduating from West Chester University with a bachelor’s degree in Marketing, Sean began his career with Oakmont Capital ServicesIn 2019, he earned the Certified Lease & Finance Professional (CLFP) designation. At Oakmont, Sean works directly with customers and assists other sales personnel with the funding process. He handles the documentation and correspondence between customers and vendors and strives to provide a top-notch experience. 

Tracy Schneider, CLFP

Tracy Schneider, CLFP

Sales Coordinator

Tracy Schneider began her career by running her family’s small business in central Minnesota. In 2015, she embarked on her journey in the equipment finance industry, first as ...Read More

(320) 844-8723
Tracy Schneider, CLFP

Tracy Schneider, CLFP

Sales Coordinator

Tracy Schneider began her career by running her family’s small business in central Minnesota. In 2015, she embarked on her journey in the equipment finance industry, first as a Sales Assistant, and then promoted to a Lead Broker Sales Assistant. At Oakmont Capital Services, Tracy partners with customers and the sales team to ensure a smooth funding process. She handles the documentation and correspondence between customers and vendors while providing excellent customer service. Tracy holds an associate degree in Business Administrations from the Minnesota School of Business, obtained a Certified Lease & Finance Professional (CLFP) designation in 2019and an ICBA Principles of Banking Certificate in 2020. 

Jacki Thielen, CLFP

Jacki Thielen, CLFP

Sales Coordinator

Jacki Thielen has been working in the financial sector since 2007. Beginning in client relations, she transitioned to a Sales Assistant and was promoted to Sales Assistant Supervis...Read More

Jacki Thielen, CLFP

Jacki Thielen, CLFP

Sales Coordinator

Jacki Thielen has been working in the financial sector since 2007. Beginning in client relations, she transitioned to a Sales Assistant and was promoted to Sales Assistant Supervisor.  She attended Concordia College and achieved a Certified Lease & Finance Professional (CLFP) in 2019. 

 

WE MAKE IT POSSIBLE.

As a direct, independent lender, Oakmont Capital Services offers low rates via virtual financing facilitated by a team of dedicated professionals. With us, equipment financing looks like this:

  • No Money Down
  • E-Docs + Remote Online Notary
  • Structured Terms for Troubled Credit
  • Delayed Payment Options
  • Terms Based on Credit Approval

Oakmont Capital Services (Headquarters)
1398 Wilmington Pike, Suite 200
West Chester, PA 19382
Direct  (610) 892 8670
Toll-Free  (877) 701 2391
Fax  (800) 843 2948
info@oakmontfinance.com

CFLL #60DBO 91777

Oakmont Capital Services (Minnesota Offices)
131 8th Street South, Suite 1
Albany, MN 56307
Direct  (320) 844 8800
Toll-Free  (877) 701 2391
Fax  (800) 843 2948
info@oakmontfinance.com

CFLL #60DBO 93550

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