Meet The Founders


Stephen Watts — CEO & Co-Founder

Stephen has been a retirement phase trendsetter and has raised the bar on the consumer educational experience throughout his 16 year tenure in the industry.

After being instrumental in the explosive growth of 3 industry leading advisory firms Stephen has written several industry magazine articles and is the author of 2 popular retirement phase books, “Retirement Rescue” and “Words of Wisdom” which is co-authored by Dr. John Gray of “Men are from Mars” fame.

Stephen is a firm believer that education is our best friend when the truth about the financial industries is on our side.


Troy Sharpe — President & Co-founder

Troy has been in the financial industry for over a decade, and has spent his most recent years exclusively implementing retirement-phase solutions.

He holds a B.S. in Finance from Florida State University and has a unique and refreshing perspective of the correlation between current economic events and our clients’ and listeners’ portfolios.

As President and Co-Founder of Oak Harvest Financial Group, Troy is instrumental in the design and direction of our unique “Retirement Phase Expert” business model that incorporates the services of some of the most accomplished income planning, safe growth, wealth transfer, and tax planning specialists in our country today.

If you haven’t already, we encourage you to come out and meet Troy in person! Join Troy and the rest of our Oak Harvest Financial Group family at one of our renowned educational events. Each week Troy presents a unique educational must-see event for retirees and those approaching retirement throughout the greater Houston area!

Check out our events page for a schedule of events upcoming in your area.