About



About

About2025-06-03T18:08:22+00:00
Our passion comes from our people. Your success is our success.
Discover the fast, simple, easy difference with Team OCS. Let’s connect!

Oakmont Capital Services

Mission

To provide a direct and exceptional commercial finance experience with a focus on building relationships.

OCS Cares

Charity

Our team is dedicated to our respective communities (in West Chester, PA, and Albany, MN). We give back by volunteering, fundraising, walking, organizing, and collecting…together.

9k+
dollars donated
300+
hours volunteered annually

Meet the Team That Makes It Possible

At Oakmont Capital Services, it’s the people that set us apart. The OCS team is different, in the best ways. We are passionate about our work, care about our customers, partners, and colleagues, and constantly go above and beyond. OCS is who it is because of the people.

Leadership

Joe Leonard, CLFP
President & CEO

Daryn Lecy, MBA, CLFP
SVP & COO

Megan Zoba
VP Docs & Funding
George Krusen Jr., M.Acc, CPA, FMVA, CLFP
CFO
Jim Peach, CLFP
Sr. VP Sales & Marketing
Mikki Henkelman, CLFP
VP Credit & Risk
Keara M. Piekanski, MBA, CLFP
VP of Marketing & Communications
Bill Schmidt MBA
Director of IT
Michael McElroy, CLFP
Director of Business Development
D.J. Jackson CLFP
Director of Business Development
Elise Linn, CLFP
Sales Manager
Jen Foulds, CLFP
Funding Manager
Aaron Dym
Controller
Bill Chandlee
Asset Manager
Tracey Elfering, CLFP
Documentation & Titling Manager
Sarah Olmscheid
Customer Service Manager
Clay Fischer, CLFP
Large Ticket Credit Manager
Tatum Noreen, CLFP
Inside Sales Manager
Tracy Schneider, CLFP
Finance Coordinator Supervisor
Sara Birr
Documentation Supervisor
Trista Stangler
Titling Supervisor
Amanda Town, CLFP
Funding Supervisor
Jodie Schimek, CLFP
Credit Supervisor

Sales

Jayme Gerads, CLFP
Business Development Officer
Andrew Halladay, CLFP
Business Development Officer
Carrie Jaenicke
Business Development Officer
Mindy Lund, CLFP
Business Development Officer
Tabitha Renneker
Business Development Officer
Chad Primus, CLFP
Business Development Officer
Molly Sand, CLFP
Business Development Officer
Sean Eidle, CLFP
Business Development Officer
Brittany Loehning, CLFP
Business Development Officer
Missy Koltes, CLFP
Broker Service Specialist
Jacki Thielen, CLFP
Broker Service Specialist
Kristy Doll, CLFP
Lead Account Manager
Paige Benson
Account Manager
Alicia Moening
Account Manager
Hailey Nathe
Account Manager
Tiffany Scott
Account Manager
Hailey Thill
Account Manager
Maggie Terres, CLFP
Finance Coordinator
Brooke Poepping
Finance Coordinator

Frequently Asked
Financing Questions

At OCS, our equipment finance experts are here to help you. Ask us anything…about financing, of course!

Why not just finance with my bank?2024-02-07T22:34:21+00:00

Banks may appear to charge a lower interest rate; however, there are typically other stipulations required, such as enforcing collection rights for all your business and personal assets. There may be more restrictions and fewer protections than initially expected. Be sure to assess all options when searching for a financing solution that’s right for your business.

Is Oakmont Capital Services a direct lender or a broker?2023-06-25T03:57:57+00:00

Oakmont Capital Services is a finance source that offers direct funding and works with professional partners that enable us to approve unique or challenging credit applications. This flexibility enables us to fund a wider variety of transactions than traditional lenders.

Does OCS finance all types of equipment across all 50 states?2024-02-07T22:31:13+00:00

Yes, we do! We can offer equipment financing in all 50 states for almost any type of business equipment. We do have several industries that we focus on, but we are considered a general equipment finance company.

What is the longest term I can go on a loan?2024-02-07T22:34:48+00:00

For equipment financing, we typically offer terms ranging from 24 to 60 months, and some special programs can offer terms up to 84 months. We also have programs that extend beyond 84 months on a small business loan. Additionally, Oakmont Capital Services offers seasonal, skip, and delayed payment options to help your business meet its financial needs.

The OCS Advantage

5-Star Service

Great company! Very easy transaction for customer service. Will highly recommend. Thanks!
Dave Reedy, Party Palace Rentals, LLC
The OCS team is the best at customer service! They are kind, quick, responsive, and very easy to work with! The whole paperwork process is streamlined and easy to do, and funding happens very soon after finalization, too!
Tiffany Beymer, Chilkat Enterprise, Inc.

Noteworthy

OCS in the News

Oakmont Capital Services Expands Accounting and IT Teams
Three Seasoned Equipment Finance Professionals Join Oakmont Capital Services
Philanthropy in Progress: An OCS Cares End-Of-Year Recap
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