Board of Directors
Tom Montgomery
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Montgomery was the Founding Partner of MCG and is currently the Managing Member of MCA. His primary disciplines include advanced tax planning and transactional services, including mergers, acquisitions, debt/equity financing for both public and private companies, and strategic and operational planning for large and medium sized businesses. Prior to forming MCG, Mr. Montgomery was responsible for starting and growing Beal Capital Markets, Inc., an investment subsidiary of Beal Bank specializing in both public and private corporate finance products. When he left, Beal Capital Markets invested in excess of $2 billion in a diversified portfolio of high yield bonds and direct company investments.
Prior to joining Beal Capital Markets, Inc., Mr. Montgomery was the founding and managing partner of Montgomery Baggett & Drews LLP, a full-service CPA firm in Dallas. Tom’s primary activity with the firm was serving companies in tax, merger and acquisition and financing transactions. Mr. Montgomery is a Certified Public Accountant and graduated from Texas Tech University with a Masters of Science in Accounting and Taxation. He is a member of the American Institute of Certified Public Accountants.
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Aaron Sherman
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Sherman is the co-founder of Stillwater Capital and oversees the company’s development and investment activities. Stillwater is a Dallas based real estate company with more than $500m in development and investment activity since 2009. Prior to forming Stillwater Capital, Sherman spent 10 years with Hillwood Development, a Perot Company. At Hillwood, Mr. Sherman served as a development manager, with responsibilities that included managing the development and construction of a large urban mixed-use project. Mr. Sherman also spent several years within Hillwood’s strategic investment group, focusing on both direct and third party joint venture investment opportunities. During the course of his career, Mr. Sherman has participated in the acquisition, development and disposition of real estate assets of various property types – including residential, hotel, office and industrial – totaling more than $2.0 billion dollars.
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Walker Royall
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Royall is a significant investor in Oakridge Bancshares, Inc. Mr. Royall has served as CEO of Briarwood Capital Corporation for over 25 years. In this capacity, he has invested hundreds of millions of dollars in real estate as well as private companies. Mr. Royall’s extensive experience in management and real estate investment experience will benefit the Bank’s corporate governance, enterprise and operational risk management.
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Mark Alegnani
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Alegnani brings 20 years of experience as a certified public accountant to the Bank’s board of directors. He also has prior bank director experience through his nine years of service as a director of Independent Bank of Texas, Irving, Texas, prior to its sale to Veritex Bank. Mr. Alegnani adds administration and operational management experiences, as well as corporate governance expertise to the board of directors. His experience and qualifications provide sound leadership to the Board of Directors. In addition, as a certified public accountant, Mr. Alegnani brings strong investment, accounting and financial skills important to the oversight of our financial reporting, enterprise and operational risk management.
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Paul Westerman
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Westerman has successfully owned and managed businesses. He also has prior bank director experience having served as a director of Vintage Bank, Waxahachie, Texas from 2007 through 2015 when Vintage Bank was acquired by InterBank. Mr. Westerman has significant risk management, and strategic planning skills. In addition, he brings strong energy lending and financial skills important to the oversight of our financial reporting, enterprise and operational risk management.
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Bill Hall
Chairman of the Board, Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Hall has over thirty-five years of experience in entrepreneur ownership, banking, business consulting and private equity. Mr. Hall oversees the operations of Align Capital, LLC, where he participates in portfolio oversight, the origination of investment opportunities and underwriting efforts. Mr. Hall is an alumnus of Ernst & Young, a multinational professional services firm. Additionally, Mr. Hall has extensive franchise experience and has owned and operated multi-unit franchises of various national brands since 1986. He served, for multiple terms, as the President of the Texas Dairy Queen Operators’ Council, representing over eight-hundred units in Texas. Also, Mr. Hall has owned and operated community banks in Texas, a nationwide transportation company, financial services companies, manufacturing companies, and real estate investments.
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Carla J. Brooks
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Ms. Brooks is a Senior Managing Director on the Private Equity team of Commerce Street Investment Management. Ms. Brooks has been with Commerce Street since its inception. Having built a successful career over the last 30 years in bank regulation and oversight, Ms. Brooks has played an integral role in developing Commerce Street’s fund management business. She serves as an Assistant Portfolio Manager as well as a member of the Investment Committees of Commerce Street Keefe Ventures Funds III, LP and Commerce Street Keefe Ventures Funds IV, LP. Ms. Brooks is also a member of the investment committee of Commerce Street Peak Advisors, which provides solutions for 401(k), 403(b) and 457 plans. Ms. Brooks held a similar position with its predecessor company, SAMCO Capital Markets, Inc., which she joined in 2002. In addition, she serves as a director of Gold Coast Bancorp, Inc. and its subsidiary Gold Coast Bank located in Islandia, NY. Her previous positions were with California Federal Bank, FSB, where she was First Vice President of Corporate Acquisitions in the Office of the Chairman; and KPMG, working in both the Regulatory Advisory and the Corporate Recovery Practices. Ms. Brooks spent seven years with the Federal Reserve Bank of Dallas where she was the manager of applications processing in the supervision and regulation department. Ms. Brooks was ranked on American Banker’s annual 25 Most Powerful Women in Finance list from 2008 to 2010. In 2009, she was selected as an honoree for the Dallas Business Journal’s Women in Business Awards as one of the region’s most outstanding women business leaders. Ms. Brooks earned a Bachelor of Science degree in business and economics from Coe College in Iowa and has a Master of Science degree in finance from the University of Texas at Dallas. She is a licensed Certified Insolvency and Reorganization Accountant. Ms. Brooks is a registered representative and has passed the FINRA Series 7, 24, 79, and 66 examinations.
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Mike Casey
Director of Oakridge Bancshares, Inc. Director of Oakridge Bank
Mr. Casey is the managing director of CBI Assets LLC. He previously served as Chairman and CEO of Grand Bank of Texas, a position he held from 1989 - 2019. Mr. Casey has been a banking executive in DFW since 1975, and also serves on several boards, including the Oak Cliff Chamber of Commerce, American Texan’s Can Academy, and Texan’s Cars for Kids. He also serves on the Methodist Hospital Dallas Advisory Board and is a Trustee for the Kessler School. Mr. Casey previously served two terms as a board member of the Independent Bankers Association of Texas.
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