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Contact Oakleaf Financial Services

We look forward to meeting with you and discussing your financial future.

Click here to access your Oakleaf Financial Services LPL Financial Account link. 

Oakleaf Financial Services Personnel

Chad Keim, CRPC®
(269) 651-2475, ext. 1304
(800) 362-6827

Chad is a Registered Principal and serves as President of Oakleaf, a subsidiary of Sturgis Bank & Trust Company, and holds a professional license as a Certified Retirement Planner. His degree is in Business Administration from Western Michigan University's Haworth College of Business. He began his career in the Financial Planning Industry in 1994.

Consistent with all Oakleaf Financial Representatives, Chad provides Customized plans for his clients. Whether it is retirement planning, college savings, or reducing taxes, Chad can create a plan tailored for your situation.


M. Vince Little, CFP®
(269) 651-2475, ext. 1305
(800) 362-6827

Vince earned his MBA from Western Michigan University's Haworth College of Business, and also holds the CERTIFIED FINANCIAL PLANNER® Practitioner designation. He began in the Financial Planning Industry in 1997 after serving six years as the Financial Officers of Dury Oil Company, in Sturgis Michigan.

In keeping with the philosophy at Oakleaf Financial Services, Vince seeks to guide and educate his clients. He provides financial and investment counseling to individuals and businesses, with particular emphasis on individual retirement planning and qualified retirement plans.


Brian Oswald
(269) 651-2475, ext. 1320
(800) 362-6827

Brian joined Oakleaf Financial Services in 2007 as a registered LPL Financial Advisor. He brings with him several years of experience in wealth management, financial planning and accumulation strategies. He attended Michigan State University and graduated from Eastern Mennonite University where he received his Bachelor of Science, Business Administration and Finance Degrees, Summa Cum Laude Honors. Using his excellent academic and professional credentials, Brian is committed to helping you make the right financial decisions crafted to meet your goals for the future.