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About

About



About

About2025-07-16T13:59:38+00:00

Your success is our success. Let’s connect!

Our passion comes from our people. Discover the fast, simple, and easy difference with Team OCS, part of the JA Mitsui Leasing Group family.
The Oakmont Capital Services leadership team at their West Chester, Pennsylvania headquarters.

Oakmont Capital Services

Mission

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

At Oakmont Capital Services, our team is passionate, responsive, dedicated, straightforward, and real.

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.

OCS has donated $9k+
25k+
dollars donated
OCS employees volunteer 300+ hours annually
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 of Oakmont Capital Services

Joe Leonard, CLFP
President & CEO

Daryn Lecy of Oakmont Capital Services

Daryn Lecy, MBA, CLFP
SVP & COO

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

Sales

Jayme Gerads of Oakmont Capital Services
Jayme Gerads, CLFP
Business Development Officer
Andrew Halladay of Oakmont Capital Services
Andrew Halladay, CLFP
Business Development Officer
Carrie Jaenicke of Oakmont Capital Services
Carrie Jaenicke
Business Development Officer
Mindy Lund of Oakmont Capital Services
Mindy Lund, CLFP
Business Development Officer
Tabitha Renneker of Oakmont Capital Services
Tabitha Renneker
Business Development Officer
Chad Primus of Oakmont Capital Services
Chad Primus, CLFP
Business Development Officer
Molly Sand of Oakmont Capital Services
Molly Sand, CLFP
Business Development Officer
Sean Eidle of Oakmont Capital Services
Sean Eidle, CLFP
Business Development Officer
Brittany Loehning of Oakmont Capital Services
Brittany Loehning, CLFP
Business Development Officer
Missy Koltes of Oakmont Capital Services
Missy Koltes, CLFP
Broker Service Specialist
Jacki Thielen of Oakmont Capital Services
Jacki Thielen, CLFP
Broker Service Specialist
Kristy Doll, CLFP
Lead Account Manager
Paige Benson of Oakmont Capital Services
Paige Benson
Account Manager
Alicia Moening of Oakmont Capital Services
Alicia Moening
Account Manager
Hailey Nathe of Oakmont Capital Services
Hailey Nathe
Account Manager
Tiffany Scott of Oakmont Capital Services
Tiffany Scott
Account Manager
Hailey Thill of Oakmont Capital Services
Hailey Thill
Account Manager
Maggie Terres of Oakmont Capital Services
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?2025-06-24T19:31:07+00:00

Yes, we do! We can offer equipment financing in all 50 states and Puerto Rico 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

Quick and easy financing for my new excavator. Easy company to work with and was very quick at approving me for the loan.
David Bain, Factory Decals
The process was easy and quick. I spent 15 minutes on the phone and then filled out some paperwork online; they even did the notary process through video while I was on a job site, which was awesome. Definitely recommended, and I will be using them again!
Benjamin Roman, Master Paint & Carpentry Inc.

Noteworthy

OCS in the News

Climb Higher: Oakmont Capital Services Now Offering Avionics Financing
Oakmont Capital Services Expands Team and Promotes Top Talent
Oakmont Capital Services Promotes Accountant, Expands Operations Team
Oakmont Capital Services Expands Accounting and IT Teams
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