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Meet the Team that Fuels Business Growth

Leadership


 

Joe Leonard, CLFP

Joe Leonard, CLFP

President & 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

President & 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

Vice President & 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

Vice President & 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. 

George Krusen, Jr. M.Acc, CPA, FMVA, CLFP

George Krusen, Jr. M.Acc, CPA, FMVA, CLFP

CFO

George Krusen joined Oakmont Capital Services in January of 2023 as the Chief Financial Officer. George is a highly accomplished, results-driven, a seasoned financial executive wit...Read More

(610) 880-3357
George Krusen, Jr. M.Acc, CPA, FMVA, CLFP

George Krusen, Jr. M.Acc, CPA, FMVA, CLFP

CFO

George Krusen joined Oakmont Capital Services in January of 2023 as the Chief Financial Officer. George is a highly accomplished, results-driven, a seasoned financial executive with extensive and progressive experience in accounting, finance, and operations management. George has spent over 20 years in the leasing industry in various financial leadership positions. In addition to leasing, he has experience in other industries, including credit card, software, biotech, and manufacturing. He has worked for Fortune 100 companies and start-up companies, both publicly traded and privately held. George brings to Oakmont a focus on digital transformation of the financial and operational functions to ensure the integrity of the financial results and to drive business results. In addition to George’s accounting, reporting, and controls background, he brings a strong financial modeling acumen.

George is a licensed Certified Public Accountant in the Commonwealth of Pennsylvania. George earned his Bachelor of Arts degree in Accounting from Grove City College and a Masters of Accounting with a concentration on information systems from Virginia Tech.

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 with a Minnesota-...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 with a Minnesota-based bank 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. 

Mikki Henkelman, CLFP

Mikki Henkelman, CLFP

VP Credit & Risk

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

VP Credit & Risk

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. 

Keara M. Piekanski, MBA, CLFP

Keara M. Piekanski, MBA, CLFP

Director of Marketing

Keara M. Piekanski has over 19 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, CLFP

Keara M. Piekanski, MBA, CLFP

Director of Marketing

Keara M. Piekanski has over 19 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 serves as Chair of the Equipment Leasing and Finance Association (ELFA) Communications Committee, is a member of the Equipment Finance Cares Marketing Committee, and a former member and Chair of the Certified Lease & Finance Professional (CLFP) Foundation's Marketing Committee. Keara studied Communication at the University of Pittsburgh, graduating Manga Cum Laude, and holds an MBA in Marketing and Strategic Management from Villanova University.

Bill Schmidt, MBA

Bill Schmidt, MBA

Director of IT

Bill Schmidt joined OCS as the Director of IT in 2021. With over four decades of information technology expertise, he leads the company’s efforts to innovate systems, strategical...Read More

(610) 880-3370
Bill Schmidt, MBA

Bill Schmidt, MBA

Director of IT

Bill Schmidt joined OCS as the Director of IT in 2021. With over four decades of information technology expertise, he leads the company’s efforts to innovate systems, strategically utilize data, and keep up with the latest trends in the financial and technology fields. Bill graduated with a BS in Mechanical Engineering and later an MBA in Finance from Drexel University. He worked in Aerospace and Steel as a systems engineer prior to starting his own IT Consulting firm. Bill has been a Trustee for the Pennsylvania Institute of Technology since 2018. 

Aaron Dym

Aaron Dym

Controller

Aaron Dym is a veteran corporate controller with past industry experience in equipment leasing, wholesale distribution, employment contract services, and the design-build industry....Read More

(610) 880-3355
Aaron Dym

Aaron Dym

Controller

Aaron Dym is a veteran corporate controller with past industry experience in equipment leasing, wholesale distribution, employment contract services, and the design-build industry. Aaron’s core competencies include general financial management, banking and treasury management, strategic planning, benefits negotiation and management, and software and technology implementation. He joined OCS in 2021 and oversees the accounting team. 

Bill Chandlee

Bill Chandlee

Asset Manager

Bill Chandlee joined OCS in 2017 and has worked in the financial industry for over 15 years. Formerly a Credit Analyst at Wells Fargo Auto Finance and later transitioning to a spec...Read More

(610) 880-3349
Bill Chandlee

Bill Chandlee

Asset Manager

Bill Chandlee joined OCS in 2017 and has worked in the financial industry for over 15 years. Formerly a Credit Analyst at Wells Fargo Auto Finance and later transitioning to a specialty in heavy equipment financing, he has experience with numerous facets of credit and financing. Bill’s expertise includes roles as an analyst, admin support, accounts payable, accounts receivable, customer service and collections. Bill studied Business Management at Pennsylvania State University and Strayer University and has been a Pennsylvania Notary Public since 2010. 

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.

Sarah Olmscheid

Sarah Olmscheid

Customer Service Manager

Sarah has worked in the equipment finance industry since 2000 and has a breadth of experience. Her knowledge includes funding, documentation, insurance, titling, customer service, ...Read More

(320) 844-8722
Sarah Olmscheid

Sarah Olmscheid

Customer Service Manager

Sarah has worked in the equipment finance industry since 2000 and has a breadth of experience. Her knowledge includes funding, documentation, insurance, titling, customer service, technology updates/enhancements, and operations management. At Oakmont Capital Services, Sarah serves as Customer Service Manager, assisting customers with funding, documentation, and insurance inquiries. 

Clay Fischer, CLFP

Clay Fischer, CLFP

Large Ticket Credit Manager

Clay has been a finance/banking professional since graduating from the University of Minnesota-Morris in 2012. Clay previously worked at an Albany-based banking institution where h...Read More

(320) 844-8814
Clay Fischer, CLFP

Clay Fischer, CLFP

Large Ticket Credit Manager

Clay has been a finance/banking professional since graduating from the University of Minnesota-Morris in 2012. Clay previously worked at an Albany-based banking institution where he started as a credit analyst and advanced to Sr. Credit Analyst, and held a $350K approval limit, among other responsibilities. Most recently, he worked with a community bank as a commercial loan officer, gaining experience with lending, sales, and business development. In 2019, Clay obtained his CLFP certification. 

Tatum Noreen, CLFP

Tatum Noreen, CLFP

Inside Sales Manager

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) 435-0212
Tatum Noreen, CLFP

Tatum Noreen, CLFP

Inside Sales Manager

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.

Tracy Schneider, CLFP

Tracy Schneider, CLFP

Finance Coordinator Supervisor

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

Finance Coordinator Supervisor

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. 

Sara Birr

Sara Birr

Documentation Supervisor

Sara Birr began her career in equipment finance in 2012 as a sales assistant, working closely with customers and the sales departments to ensure a smooth and quick funding process....Read More

(320) 844-5110
Sara Birr

Sara Birr

Documentation Supervisor

Sara Birr began her career in equipment finance in 2012 as a sales assistant, working closely with customers and the sales departments to ensure a smooth and quick funding process. At Oakmont, Sara continues to provide an excellent customer experience when creating and distributing critical documents to customers.

Trista Stangler

Trista Stangler

Titling Supervisor

Trista Stangler joined Oakmont in 2020, focusing on titling and operations. Before joining the team, Trista worked in the equipment finance industry for 7 years. Her background is ...Read More

(320) 844-8724
Trista Stangler

Trista Stangler

Titling Supervisor

Trista Stangler joined Oakmont in 2020, focusing on titling and operations. Before joining the team, Trista worked in the equipment finance industry for 7 years. Her background is extensive, having served in various roles, including reception, customer service, accounts receivable, and as a funding specialist. 

Jodie Schimek, CLFP

Jodie Schimek, CLFP

Credit Supervisor

Jodie Schimek has a background in credit, finance, and accounting. Before joining Oakmont Capital Services, Jodie worked for Northwestern Bank, holding roles as a credit analyst an...Read More

(320) 844-5134
Jodie Schimek, CLFP

Jodie Schimek, CLFP

Credit Supervisor

Jodie Schimek has a background in credit, finance, and accounting. Before joining Oakmont Capital Services, Jodie worked for Northwestern Bank, holding roles as a credit analyst and business banker, and worked as a VF Outdoor staff accountant. At Oakmont, she is part of the credit team, helping review and approve customer deals quickly and efficiently. Jodie graduated from Minnesota State University Moorhead (MSUM) in 2014 with a bachelor’s degree in finance and a minor in economics. 

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. 

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.

Jeff Schubert

Jeff Schubert

Business Development Officer

Jeff Schubert has over three decades of experience in the equipment finance and alternative finance industries, serving in a variety of roles. He has successfully originated busine...Read More

(770) 714-9000
Jeff Schubert

Jeff Schubert

Business Development Officer

Jeff Schubert has over three decades of experience in the equipment finance and alternative finance industries, serving in a variety of roles. He has successfully originated business by developing relationships with vendors, equipment leasing brokers, and customers of independent, captive, and bank-owned leasing companies. Jeff also has 10 years of entrepreneurial experience running his own small ticket leasing company. He is passionate about helping companies grow their businesses. Jeff holds a bachelor's degree in business administration and graduated Magna Cum Laude from Boston University. 

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. 

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.

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.

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. 

Molly Sand, CLFP

Molly Sand, CLFP

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, CLFP

Molly Sand, CLFP

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

Business Development Officer

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

Business Development Officer

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. 

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. 

Jena Dirkes, CLFP

Jena Dirkes, CLFP

Broker Services Specialist

Jena brings 21 years of equipment finance experience to her position as a Broker Services Specialist. A strategic thinker driven by seeing her accounts grow and succeed, she is kno...Read More

(320) 844-8812
Jena Dirkes, CLFP

Jena Dirkes, CLFP

Broker Services Specialist

Jena brings 21 years of equipment finance experience to her position as a Broker Services Specialist. A strategic thinker driven by seeing her accounts grow and succeed, she is known for her upbeat-positive attitude and strong work ethic. Jena prides herself on excellent customer service and getting to know each customer and their business needs. Most importantly, Jena strives to treat everyone that crosses her path with respect. At Oakmont Capital Services, Jena works with established customers and vendors to expand their businesses. 

Jacki Thielen, CLFP

Jacki Thielen, CLFP

Broker Services Specialist

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

(320) 844-6878
Jacki Thielen, CLFP

Jacki Thielen, CLFP

Broker Services Specialist

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. 

Kristy Doll, CLFP

Kristy Doll, CLFP

Account Manager

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

(610) 639-8371
Kristy Doll, CLFP

Kristy Doll, CLFP

Account Manager

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. 

Alicia Moening

Alicia Moening

Account Manager

Alicia Moening joined Oakmont Capital Services in 2022 as an Account Manager. She focuses on outreach to current customers: answering questions regarding loans, discussing new fina...Read More

610-639-7253
Alicia Moening

Alicia Moening

Account Manager

Alicia Moening joined Oakmont Capital Services in 2022 as an Account Manager. She focuses on outreach to current customers: answering questions regarding loans, discussing new financing opportunities, and explaining OCS’ offerings. Alicia graduated from Bemidji State University with a bachelor's degree in Business Administration and an emphasis in Finance. She is proud to work for OCS – a company that invests in her success and encourages her overall well-being. 

Brooke Poepping

Brooke Poepping

Finance Coordinator

Brooke brings a decade of customer service and finance experience to her role with OCS. She will focus on supporting OCS’s current customers and helping them easily plan future p...Read More

(320) 330-8197
Brooke Poepping

Brooke Poepping

Finance Coordinator

Brooke brings a decade of customer service and finance experience to her role with OCS. She will focus on supporting OCS’s current customers and helping them easily plan future purchases.

Alex Gerads

Alex Gerads

Account Manager

Alex is a proud graduate of St. Cloud State where he obtained a bachelor’s degree in finance along with a professional communications certificate. For the last four years, he’s...Read More

(320) 330-8735
Alex Gerads

Alex Gerads

Account Manager

Alex is a proud graduate of St. Cloud State where he obtained a bachelor’s degree in finance along with a professional communications certificate. For the last four years, he’s worked in the tree care and landscaping industry, which will help him better assist OCS’ customer base in that sector. 

Maggie Terres, CLFP

Maggie Terres, CLFP

Finance Coordinator

Maggie started working in the equipment finance sector in 2016 as a Sales Assistant. In 2018, she was promoted to Lead Sales Assistant, where she focused on the medical industry. I...Read More

(320) 381-2206
Maggie Terres, CLFP

Maggie Terres, CLFP

Finance Coordinator

Maggie started working in the equipment finance sector in 2016 as a Sales Assistant. In 2018, she was promoted to Lead Sales Assistant, where she focused on the medical industry. In 2019, Maggie obtained a Certified Lease & Finance Professional (CLFP) designation. She also holds an ICBA Principles of Banking Certificate, which she achieved in 2020. Maggie joined OCS in 2022 as Sales Coordinator and will focus on streamlining the funding process for customers. 

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)
600 Willowbrook Lane, Suite 601
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)
1321 Shamrock Ln, 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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