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    At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.
    Our clients benefit from hearing a wide range of options and can work with anyone on our team who can best help them with their specific problems. What’s more, our team is always learning from the collective wisdom and positive interaction that we share with each other — and our clients — every day.
    Why Oak Harvest » Who We Are » Service Team

    Our Firm

    OUR SERVICE TEAM

    Our service team is committed to exceeding your expectations and delivering the highest-quality customer support. We’re here to make everything as smooth and worry-free as possible during your financial transition. Our service team also will contact you with updates during your transition and to schedule your six-month and annuals reviews. We want you to feel comfortable reaching out to us with questions or concerns anytime. Rest assured, we’ll always be there to assist you!

    Larisa Kutac, Client Concierge

    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. She graduated from Stephen F. Austin State University with a Bachelor of Science and currently holds Group I License (Health & Life). 

    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, Client Concierge

    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.

     

    Chris Myrick, Financial Analyst

    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 insurance and annuity 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.

     

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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 Founders

    Troy and Jessica Sharpe have built a team of experienced industry professionals to help you confidently navigate to and through retirement.
    Meet Our Team

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    Privacy & Disclosures

    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. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    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.