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    Our Firm


    Troy Sharpe CFP®, Founder and CEO

    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 and President

    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 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.


    Luis León, Financial Advisor

    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, Financial Advisor

    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.


    Frank Pizzoferrato, CEP®

    Frank Pizzerrato, CEP®, is a 33-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than  15 years.

    He started his career in property and casualty insurance, but for the past 30 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and wealth transfer. Frank’s unique experience and his ability to put any client at ease makes him of tremendous value to the Oak Harvest Financial Group team and to the Houstonians he sits with.


    Larisa Kutac, Advisor Specialist

    Larisa began her career in the financial industry in 2003, as a key contributor for AIG. She has since had roles in customer service, administration and sales.

    At Oak Harvest Financial Group, Larisa assists our financial advisors and clients in making sure their onboarding documents, deliverables and processes are compliant and successful. Her role also includes client relationship and helping clients with questions they have regarding their accounts. Her personal retirement philosophy is to be part of the solution that brings about financial freedom and retirement stability to every potential client.

    Larisa enjoys spending quality time with her family and friends. She is an exercise enthusiast and is active in her church. She also has enjoyed volunteering with the Houston Livestock Show and Rodeo for the past 10 years.

    Andrea Gortmaker, Advisor Specialist

    Andrea Gortmaker started her career in the financial services industry in 2015. Andrea is a graduate from Baylor University and a native Houstonian. She currently has her Series 7, Series 66, and Life insurance licenses. As an Advisor Specialist with Oak Harvest Andrea helps to manage day to day operations for our advisors and delivers excellent customer service to our clients. Andrea is very passionate about her career and her motivation stems from helping others to find financial freedom and to convey the importance of saving for retirement.

    Andrea is also an avid volunteer. She is a math tutor with a non-profit organization that helps young adults to obtain their GEDs, and when possible volunteers in the kitchen at The Beacon in Downtown Houston. Andrea also enjoys many sports and outdoor activities. She currently plays on a Dodgeball league, and also enjoys playing tennis and riding the bike trails around Houston.


    Supporting Staff


    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.


    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.

    Sydney Barrett, Client Services- Scheduling

    Sydney Barrett came to Oak Harvest Financial Group with more than three decades’ experience in the financial services industry, including wealth creation, wealth management and wealth preservation. She previously served clients as a financial advisor for 29 years and then as a chief market strategist, where she was responsible for structuring and managing a firm’s in-house equity portfolio.

    Sydney entered the industry through the E. F. Hutton Trainee Program. She received her bachelor’s degree at University of Houston and has completed hours toward a master’s degree at the University of St. Thomas.

    Sydney holds her life and health insurance license in Texas.


    Chris Ayers, Client Services - Scheduling

    Chris works in our scheduling department and ensures your experience from initial phone call to appointment runs smoothly. He is excited to help start your relationship with Oak Harvest Financial Group and offers a warm welcome to our family. Before coming to work at Oak Harvest, Chris worked in Christian youth ministry for 10 years. He has a master’s degree from Southern Seminary in Louisville, Kentucky.

    Chris and his wife, Kristin, are Houston natives and enjoy going to concerts, traveling and participating in their church.


    Chris Myrick, Client Services

    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.


    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.”


    Nancy Samm, Executive Assistant

    Nan Braswell has over 25 years in executive and administrative experience, mostly in the oil and gas industry and is now looking forward to embarking on a new journey in the financial industry. Along with her executive duties, she also oversees all accounts receivables. Nan firmly believes both potential and established clients should be regarded with the utmost respect and care.

    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.


    Nancy Watts, Administrative Assistant

    As administrative assistant, Nancy pays attention to all the small details. She brings an extensive background in financial services to the firm, having previously worked for UBS Financial Services for 20 years.

    “I think that Oak Harvest takes great pride in helping people invest their savings,” Nancy says. “This helps to make their retirement years easier to enjoy.”

    A native Texan, Nancy has been a resident of Royal Oaks in Houston for 35 years. She enjoys spending time with her two dogs, 12-year-old Tiny Mite and a 5-year-old Jack Terrier named Dolly.


    Dana Dawkins, Client Services - Receptionist

    Dana Dawkins joined Oak Harvest after several years at a local private high school working in Development, Alumni Relations and Special Events.

    Dana graduated from Baylor University with a degree in Vocal Performance. She is a second generation, native Houstonian and the man in her life is a handsome, four-legged, 11 lb. ShihTzu named Boo.

    She is active in her church, singing in the Choir, participating in their annual Christmas production, and traveling on Mission Trips as often as possible. She is also a staunch supporter of The Brookwood Community where her oldest daughter is a day-time citizen. Her other daughter recently got married and is currently finishing up grad school in Fort Worth.

    Dana looks forward to connecting you to the right person when you call or extending a warm welcome when you visit our office. Water, coffee, soda, chocolate, anyone?!




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  • About Oak Harvest Financial Group

    “The Retirement income show”

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