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    Our Firm

    Global Plains Advisory Group

    Troy Sharpe CFP®, President and Founder

    Troy Sharpe is the president of Oak Harvest Financial Group, a local family-owned financial services firm.

    Troy leads a team of other CFP® professionals, Certified Public Accountants and research analysts to help clients create customized financial strategies that align with their unique retirement goals.

    Troy holds a Series 65 license as well as a Texas life insurance license. He also earned a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. Additionally, Troy is a Registered Financial Consultant with the International Association of Registered Financial Consultants.

    You can hear Troy at 6 p.m. Saturdays on KTRH 740AM when he hosts “The Retirement Income Show.”

    Troy and his wife, Jessica, live in Katy, Texas.

    Jessica Sharpe, Co-Founder

    Jessica Sharpe attended Immaculata University outside the Philadelphia, Pennsylvania, area, where she studied marketing and psychology. Growing up in an “old-school” Italian and Irish family, Jessica learned the value of a dollar and the meaning of hard work at a young age.

    At 14, Jessica discovered a kindred spirit with, and an affinity for, the elderly while working in an assisted-living facility. Her childhood friends will vouch that she was the only teenage girl they knew who preferred Frank Sinatra and Peggy Lee to the Spice Girls or the Backstreet Boys.

    Throughout high school, she worked for a financial practice owned by a family member, where she took interest in the insurance and financial industry. Encouraged to branch out on her own, Jessica became a producer for Allstate insurance with a focus on life insurance and retirement planning during her freshman year of college. Dedicated to both ventures, she enrolled in night classes and worked at Allstate full time during the day while helping out at the financial practice whenever called upon.

    Jessica has truly never met a stranger. Her warm nature, energetic spirit and genuine disposition help to motivate and inspire everyone around her to better themselves and better those around them. With over a decade experience in the financial industry, she has made it her personal mission to empower and educate retirees on their financial options in retirement with a specialized focus on an underserved women’s market. Jessica is an insurance agent and is currently pursuing her series 65 securities registration to continue her mission to build a woman-focused advisory council within Oak Harvest Financial Group.

    “Often, social and economic demands on women differ from their male counterparts,” Jessica says. “Female baby boomers wear many hats; they are caregivers, career women, mothers and wives, leaving little time to become a financial expert along the way. Many women will outlive their husbands or become divorced, leaving them vulnerable to being taken advantage of by less scrupulous advisors. I have set out to change this; gone are the days when a male advisor sits across the table from a couple and only addresses the husband. Financial independence comes with confidence, and I intend to empower women and instill confidence through education when it comes to making financial decisions.”

    Outside of her mission to improve the financial lives of Houston’s retirees, she enjoys fitness, health, cooking and spending time with her husband, Troy, and their two dogs at their home in Katy.

    Stephen Watts, Co-Founder and Lead Retirement Consultant

    Stephen Watts, co-founder and lead retirement consultant, has a notable reputation as a retirement phase trendsetter, raising the bar on the consumer experience throughout his 20-year tenure in the industry. After being instrumental in the explosive growth of three industry-leading advisory firms, Stephen has written several industry magazine articles and is the author of two popular retirement phase books, “Retirement Rescue” and “Words of Wisdom,” which is co-authored by Dr. John Gray of "Men are from Mars." Stephen is a frequent co-host of three retirement phase radio shows, and has achieved certification in virtually every retirement phase course. He is a firm believer that being informed and deeply understanding clients’ goals are vital to navigating the financial industries. He is proud to be a member of the Oak Harvest Financial Group team.

    Luis León, Lead Retirement Consultant

    With an extensive career in the financial services industry spanning more than 25 years, Luis helps clients to financially prepare for retirement, by establishing a plan that allows them to  manage, grow, protect, and transition their wealth.

    Luis grew up in Caracas, Venezuela, and moved to Houston in 1980. After earning his bachelor’s degree in economics from the University of Texas at Austin in 1990, Luis began his career in the financial services industry at two commodities/futures firms in Chicago, and then spent 6 years as a relationship manager for corporate and institutional accounts. In 1996, he helped establish the Chase Private Bank International office in Houston, before joining UBS as a financial adviser in 2003.

    In 2006, Luis was named the Regional Director for Wealth Management International at Wells Fargo Private Bank, where he led a team of financial advisors, trust officers, and bankers through the 2008 financial crisis.  It was in this capacity that Luis began to appreciate the challenges and conflicts of the big-bank and broker-dealer world, and concluded that in order to provide conflict-free advice to his clientele, he would need to transition towards the independent advisory side of the business, joining Eagle Strategies LLC for 4 years, and now with the team at Oak Harvest Financial Group.

    Luis has his Series 7, 63, and 65 securities licenses, as well as a license for Life and Health Insurance. He continually works to broaden his industry knowledge, and is planning to pursue a CFP designation shortly. He is fluent in Spanish and English.

    Luis and his wife, Nina, have a daughter graduating from UT-Austin next year, and a son at Strake Jesuit.  His hobbies include reading, football, music, tennis, golf, and walking his labrador retriever, Boo.

    Jared Kenney, Retirement Consultant

    Jared joined Oak Harvest Financial Group in 2017, bringing with him more than 11 years of highly successful financial services experience. By applying his passion and expertise, Jared shares a mutual understanding of each client’s goals and helps them achieve those goals. His focus is on client relationships and loyalty, driving him to strive to deliver a truly rewarding experience to all of his clients.

    Jared attended Kansas State University, where he majored in marketing and economics. He grew up two miles from the campus and has been a passionate Wildcat fan since he was young. He began his career right out of college with Goheen Financial Group, LP, after which he worked at Spartan Wealth Management, LLC in 2010 for more than five years. Jared has his Series 7 and 66 securities registrations, as well as his life and health insurance license. He is also pursuing the Chartered Financial Consultant (ChFC) designation, which will allow him to better serve the clients of Oak Harvest Financial Group.

    Jared and his wife, Christina, have been married since 2011 and reside in Sugar Land, Texas. With their daughters, Kylie and Reagan, they enjoy spending time with their extensive family, almost all of whom reside in the Houston area. Jared also enjoys playing golf, fishing, boating, skiing and traveling.

    Brad Lafferty, Retirement Consultant

    Brad began his financial career in May of 2010 at Edward Jones. Soon after, he decided to become an independent financial advisor and worked in that capacity until joining Oak Harvest Financial Group in February of 2017. He is working toward his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and his Certified Equity Professional (CEP) designation and plans to attain his Life Underwriter Training Counsel Fellow (LUTCF) designation after that.

    Before becoming a financial advisor, Brad obtained his Six Sigma Black Belt certification and was program manager for Hewlett-Packard, where he managed pricing strategies for the Western United States and later became the executive account manager for oil and gas industry accounts in Texas, Louisiana and Oklahoma.

    A native Houstonian, Brad was born and raised in Houston’s West End. He is an Eagle Scout and a strong supporter of Future Farmers of America, of which he was an area vice president during his senior year of high school.

    He met the love of his life in 2003, and they were married in 2004. They are blessed with a beautiful daughter and a strong, healthy son.

    Brad has worked as a professional musician for years and has a CD on Amazon called “Life of Hiley.” He leads music at his church for the 9- and 10-year-olds and occasionally performs at venues in the Houston area. Brad also is an avid golfer and sports enthusiast and spends as much time in the great outdoors as his family will let him.

    James McFarland, Senior Portfolio Manager

    James McFarland is Oak Harvest's Senior Portfolio Manager and works to ensure that all our client's unique investment strategies are executed and managed in the way that will best help them achieve their specific financial and retirement goals.

    James lived in Tokyo, Japan for over 12 years, where he obtained a Master's in International Business, and a JSDA Class 1 Securities and Derivatives sales license. He has close to a decade of international experience in the financial services industry, and has worked in roles including sales, trading, and risk management for global financial institutions.

    He is excited to be with a firm that stringently places the client's interests first, and will seek to maintain the highest standard of excellence in our continuing mission of enabling our clients' success.

    April Gischel, Director of Client Services

    As the director of client services for Oak Harvest Financial Group, April Gischel assists clients to seamlessly transition from the accumulation phase of their retirement plan to the distribution phase. She believes planning for retirement is important and handles her clients’ needs with the personalized care they deserve.

    April grew up in the piney woods of North-Central Louisiana and has lived in Clear Lake since 2003. She has two children, Gage and Lauren. Gage is an Eagle Scout from Troop 956.

    In the community, April volunteers with USO of Houston, participates in Galveston’s Polar Plunge and has proudly been supporting the Special Olympics since 2012. April is the leader of Girl Scouts of San Jacinto Council Troop 7368. Her hobbies include biking around the Clear Lake area, developing her golf swing and taking impromptu trips to hike. Some of her most memorable excursions are Enchanted Rock, Pike’s Peak and Grouse Grind.

    Kendra Alessi, Receptionist

    Kendra is the friendly voice that helps clients on the other line get their questions answered. A self-described “people person,” she is passionate about Oak Harvest’s mission to help people live confident retirements.

    Born and raised in Friendswood, Texas, Kendra enjoys spending time with her close-knit family, four wheeling, dirt bike riding and doting on her three dogs, Mojo, Kenzie and Gidget.

    Carolyn Luby, Chief Operating Officer

    Carolyn Luby, Oak Harvest Financial Group’s chief operating officer, works to develop processes that increase the office’s efficiency, helping the team serve our clients with excellence.

    Carolyn graduated from Texas Tech University with a degree in business management, marketing and related support services. She has more than a decade of experience as a sales, marketing and operations professional.

    Design Team

    Stuart Castleberry

    Stuart Castlebury, CPA, MBA, is our Chief Financial Officer and a seasoned Certified Public Accountant. For the last 32 years he has served as a Chief Financial Officer, Chief Operating Officer or Treasurer for respected Texas firms. Stuart has a strong background in mergers and acquisitions, accounting, finance, treasury, financial reporting, human resources, banking, audit, tax, information systems, employee benefits, 401(k)s and operations. He is a long-standing member of the Texas Society of CPAs. “Tax considerations are a key component of any financial plan,” he says. “I ensure that the solutions we suggest are the most tax efficient for each client.”

    Thomas O'Connor

    Thomas O’Connor, CFP®, holds the highest designation one can earn in the financial industry: Certified Financial Planner. With almost four decades of experience in all facets of the financial services industry, he has extensive knowledge of commercial investment real estate, securities, retirement and estate planning and life, health and disability insurance. “Many things have changed since I began my career,” Tom says, “But one thing remains the same...people. We all want to keep what we earn and live a secure comfortable life. That’s our objective for our clients.”

    Chris Myrick

    Chris Myrick, MBA, earned his Master’s in Finance at the University of Houston. He has been in the industry for almost a decade. Chris is the firm’s product guru who researches and analyzes new and existing vehicles to fulfill every client plan. He is pleased to be with Oak Harvest Financial Group, where the clients’ best interests drive all recommendations. “We have a clear directive to find the products and strategies that deliver the best results possible for our clients,” he says.

    Supporting Staff

    Megan Scheff, Marketing Director

    As the director of marketing, Megan Scheff is responsible for planning retirement seminars, social media strategies, client events and many other marketing programs that help promote the Oak Harvest message and philosophy. 

    Megan prides herself on giving a warm welcome to new and existing clients who attend Oak Harvest events. She helps them stay connected by sharing the latest Oak Harvest updates through newsletters, Facebook updates and informational videos. 

    Megan and her husband, Anthony, live in Katy, Texas, with their son, Thomas.

    Eric Perez, Office Manager

    Eric helps Oak Harvest Financial Group create and maintain a family environment for our staff, advisors and clients. He is proud to work at an organization that not only benefits our clients, but their families as well.

    Originally from Houston, Texas, Eric graduated from a military-based high school that taught him the importance of discipline, structure and attention to detail. Outside of the office, Eric enjoys crafting, painting and jewelry making.

    Nancy Watts, Admin Assistant

    Bio coming soon.

    Nan Braswell, Receptionist

    Nan Braswell greets all clients and guest with a warm and professional smile. She is the first person to say “Good morning” and the last one to say, “Have a great day!”

    Nan assists clients with appointment schedules and will send you confirmation emails and give you reminder calls of your upcoming meetings. She believes that both potential and established clients should be regarded with respect and care.

    Nan has worked in a variety of areas, mainly in the oil and gas industry, for over 25 years and is now looking forward to embarking on a new journey in the financial industry.

    Nan’s early years were spent in Philadelphia, Pennsylvania, but she moved to Conroe, Texas, in 1970. She has lived in Texas ever since, and as an honorary Texan, her heart will never leave.

    Nan has four children and six grandchildren, with one on the way. Her hobbies include cooking, baking artisan breads, gardening, camping, raising chickens, taking pictures and scrapbooking all of life’s exciting events. She is also very involved with the Dance Worship Team for her congregation, Bat-Tzion.

    Amy Seifert, Sales Support Specialist

    Amy is a dedicated professional who brings more than 15 years of industry experience to Oak Harvest Financial Group. She is a loving mother and active member of various organizations. Amy loves to travel, shop and is an avid “foodie.”

    Client Transition and Client Services

    We have dedicated an entire department of our firm to make your transition to Oak Harvest Financial Group as smooth as possible. Along with your retirement planning professional, you will work with a dedicated client services representative you can rely upon who will facilitate administrative responsibilities, answer questions and be there for you every step of the way once you’ve become a client of Oak Harvest Financial Group.

    This unique element provides a distinct difference between Oak Harvest Financial Group and the majority of financial firms you may be familiar with. We understand the importance of your decision and have employed an experienced group of senior advocates to ease the transition and provide continuous support in close conjunction with your financial professional.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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  • About Oak Harvest Financial Group

    “The Retirement income show”

    Listen to our radio show hosted by Troy Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.
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    Meet Our Team

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    Privacy Policy | Terms of Use

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Oak Harvest Investment Services is a Registered Investment Advisory firm. Troy Sharpe is an Investment Adviser Representative. Investing involves risk, including the possible loss of principal. Dividends are not guaranteed.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.