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OAKWOOD SUMMIT GROUP

ABOUT US

WHO WE ARE

We are a team of experienced professionals who have worked in senior positions for large accounting, financial advisory, consulting, and investment banking organizations.  We also have experience leading public sector organizations and serve on not-for-profit boards giving us insights and shared perspective with our clients.

We empower non-profits in government, healthcare, and education with innovative financial advisory services, fostering trust through excellence. With expertise in structured finance, capital raising, and real estate, we illuminate pathways to success, envisioning a purpose-driven world where all goals are attainable.

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Our Leadership Team

Tom Morsch has 25 years' experience in public-private partnership structuring and execution.  He has unique experience having led government organizations, served as an independent financial advisor, and executed complex P3 transactions as an investment banker.  He has broad experience across asset classes with particular focus on hospitality and higher education.

Tom Morsch

President

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Joel Poelhuis has more than a decade of experience serving institutions in higher education and municipal government, providing data-driven analysis to support strategic plans, major capital projects, real estate negotiations, annual budget development, financing alternatives and third-party affiliation agreements.

Joel Poelhuis

Director of Analytics

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Jennifer Wild has 20 years of project management and business development experience with a background in management consulting across several industries, working with executive leadership. Her experience includes business strategy, marketing, organizational design, and communication.

Jennifer Wild

Senior Project Manager

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Our Leadership Objectives

  • We bring capital to communities

  • We leverage data to empower action

  • We benchmark peers to develop industry leading solutions

  • We always think big and never lose sight of our client's objectives

  • We execute our work with the client’s interest first, always

  • We develop fact-based solutions from an independent viewpoint 

  • We maintain the highest ethical standards

  • We produce maximum impact with a deep respect for client’s goals

DRIVEN SUCCESS

Many of the projects we have helped our clients execute have been transformative while at the same time, adhere closely to their values and traditions.  We seek to optimize financial outcomes through creative public private partnerships in a dynamic market environment.

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