About2026-05-21T10:26:48-04:00

Oakmont Capital Services’ Mission:

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

The Oakmont Capital Services leadership team at their West Chester, Pennsylvania headquarters.

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.

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

OCS Cares

Charity

Our team is dedicated to our respective communities (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
CEO & President
Joe Leonard's LinkedIn Profile

Daryn Lecy of Oakmont Capital Services

Daryn Lecy, MBA, CLFP
COO & SVP
Daryn Lecy's LinkedIn Profile

Megan Zoba of Oakmont Capital Services
Megan Zoba
SVP Docs & Funding
Megan Zoba's LinkedIn profile
George Krusen of Oakmont Capital Services
George Krusen Jr., M.Acc, CPA, FMVA, CLFP
CFO & SVP
George Krusen's LinkedIn profile
Mikki Henkelman of Oakmont Capital Services
Mikki Henkelman, CLFP
SVP of Credit & Risk
Mikki Henkelman's LinkedIn profile
Jim Peach of Oakmont Capital Services
Jim Peach, CLFP
SVP Sales & Marketing
Jim Peach's LinkedIn profile
Clay Fischer, CLFP
VP of Credit
Clay Fischer's LinkedIn profile
Bryan Kay, MBA
VP of Wholesale Funding
Bryan Kay's LinkedIn profile
Elise Linn of Oakmont Capital Services
Elise Linn, CLFP
VP of Strategic Partnerships
Elise Linn's LinkedIn profile
Keara M. Piekanski of Oakmont Capital Services
Keara M. Piekanski, MBA, CLFP
VP of Marketing & Communications
Keara Piekanski's LinkedIn profile
D.J. Jackson, CLFP
Sr. Director of Business Development
D.J. Jackson's LinkedIn profile
Bill Schmidt of Oakmont Capital Services
Bill Schmidt, MBA
Director of IT
Bill Schmidt's LinkedIn profile
Michael McElroy of Oakmont Capital Services
Michael McElroy, CLFP
Director of OEM Partnerships
Michael McElroy's LinkedIn profile
Mindy Lund of Oakmont Capital Services
Mindy Lund, CLFP
Director of Business Development
Mindy Lund's LinkedIn profile
Jen Foulds of Oakmont Capital Services
Jen Foulds, CLFP
Funding Manager
Jen Foulds' LinkedIn profile
Aaron Dym of Oakmont Capital Services
Aaron Dym
Controller
Aaron Dym's LinkedIn profile
Bill Chandlee of Oakmont Capital Services
Bill Chandlee
Asset Manager
Bill Chandlee's LinkedIn profile
Tracey Elfering, CLFP
Documentation & Titling Manager
Tracey Elfering's LinkedIn profile
Sarah Olmscheid
Customer Service Manager
Sarah Olmscheid's LinkedIn profile
Tatum Noreen of Oakmont Capital Services
Tatum Noreen, CLFP
Sales Manager
Tatum Noreen's LinkedIn profile
Paris Ellingson of Oakmont Capital Services
Paris Ellingson
HR Coordinator
Paris Ellingson's LinkedIn profile
Tracy Schneider of Oakmont Capital Services
Tracy Schneider, CLFP
Finance Coordinator Supervisor
Tracy Schneider's LinkedIn profile
Sara Birr of Oakmont Capital Services
Sara Birr
Documentation Supervisor
Trista Stangler of Oakmont Capital Services
Trista Stangler
Titling Supervisor
Trista Stangler's LinkedIn profile
Amanda Town of Oakmont Capital Services
Amanda Town, CLFP
Funding Supervisor
Amanda Town's LinkedIn profile

Sales

Sean Eidle of Oakmont Capital Services
Sean Eidle, CLFP
Business Development Officer
Sean Eidle's LinkedIn profile
Jayme Gerads of Oakmont Capital Services
Jayme Gerads, CLFP
Business Development Officer
Jayme Gerads' LinkedIn profile
Laurie Gill of Oakmont Capital Services
Laurie Gill
Business Development Officer
Laurie Gill's LinkedIn profile
Andrew Halladay of Oakmont Capital Services
Andrew Halladay, CLFP
Business Development Officer
Andrew Halladay's LinkedIn profile
Jackie Hernández, CLFP
Business Development Officer
Jackie Hernandez's LinkedIn profile
Carrie Jaenicke of Oakmont Capital Services
Carrie Jaenicke
Business Development Officer
Carrie Jaenicke's LinkedIn profile
Brittany Loehning of Oakmont Capital Services
Brittany Loehning, CLFP
Business Development Officer
Chad Primus of Oakmont Capital Services
Chad Primus, CLFP
Business Development Officer
Chad Primus' LinkedIn profile
Tabitha Renneker of Oakmont Capital Services
Tabitha Renneker
Business Development Officer
Tabitha Renneker's LinkedIn profile
Molly Sand of Oakmont Capital Services
Molly Sand, CLFP
Business Development Officer
Molly Sand's LinkedIn profile
Katelyn Walls of Oakmont Capital Services
Katelyn Walls
Business Development Officer
Katelyn Walls' LinkedIn profile
Missy Koltes of Oakmont Capital Services
Missy Koltes, CLFP
Broker Service Specialist
Missy Koltes' LinkedIn profile
Jacki Thielen of Oakmont Capital Services
Jacki Thielen, CLFP
Broker Service Specialist
Jacki Thielen's LinkedIn profile
Kristy Doll, CLFP
Lead Account Manager
Kristy Doll's LinkedIn profile
Carla Bohnenstingl
Account Manager
Carla Bohenstingl's LinkedIn profile
Alicia Moening of Oakmont Capital Services
Alicia Moening, CLFP
Account Manager
Alicia Moening's LinkedIn profile
Hailey Nathe, CLFP
Account Manager
Hailey Nathe's LinkedIn profile
Kayla Thielen
Account Manager
Kayla Thielen's LinkedIn profile
Hailey Thill of Oakmont Capital Services
Hailey Thill
Account Manager
Hailey Thill's LinkedIn profile
Lana Wensman, CLFP
Account Manager
Lana Wensman's LinkedIn profile
Kayla Harren of Oakmont Capital Services
Kayla Harren
Finance Coordinator
Brooke Poepping
Finance Coordinator
Brooke Poepping's LinkedIn profile
Maggie Terres of Oakmont Capital Services
Maggie Terres, CLFP
Finance Coordinator
Maggie Terres' LinkedIn profile
Dakotah Thelen of Oakmont Capital Services
Dakotah Thelen
Finance Coordinator
Dakotah Thelen's LinkedIn profile

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?2024-02-07T22:34:21-05:00

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?2023-06-25T03:57:57-04:00

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?2025-06-24T19:31:07-04:00

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?2025-08-16T02:26:38-04:00

For equipment financing, we typically offer terms ranging from 24 to 60 months, and some special programs can offer terms up to 84 months. 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

We’ve been using Oakmont since we started our business in 2013. The team understand our business and was able to secure financing quickly without any delays or problems. OCS has been a huge factor in our growth and we know we can and will rely on them going forward

Paul Barry, Cape & Island Disposal LLC

Oakmont Capital Services is proud to provide our equipment finance and working capital customers with five-star service
My rep goes above and beyond to make sure everything is handled quickly and professionally. The entire team made me feel like top priority and made the process an easy one! Thank you so much for all of y’all’s help!

Michael Glanton, Rough Cut Land Improvements, LLC

Oakmont Capital Services is proud to provide our equipment finance and working capital customers with five-star service

Noteworthy

OCS in the News
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