Get access to our E-newsletter!

Sign up for our e-newsletter today, and receive important updates and tips to know from Oak Harvest Financial Group.

  • ×
  • Sign up for our e-newsletter today, and receive important updates and tips to know from Oak Harvest Financial Group.
    Call Us Call Us
    Connect With Us Phone: 281-822-1350 / | Nosotros hablamos español | Sign Up For Our Newsletter! | Client Portal Login
    Contact Us
    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 » Support Staff

    Our Firm

    OUR SUPPORT STAFF

    Our support staff is an invaluable part of the Oak Harvest team. The marketing and scheduling team assists with our firm’s events and scheduling your appointments. Our office staff helps to keep the office running smoothly. Most important, we all work together to support you and provide the care and attention you deserve.

     

    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 helps you 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 sons, Thomas and Dean.

     

    Dana Dawkins, Marketing and Operations Coordinator 

    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.

     

    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.

     

    Nancy Teague, Client Services- Receptionist

    Nancy grew up in Houston in a large family with all sisters. She moved to Dallas for 15 years, where she fostered more than a half dozen children and helped run a small family business. She moved back to Houston five years ago, working several years in the medical field before joining Oak Harvest.

    Nancy has two grown daughters, both career women, and two grandchildren, one girl and one boy, all of whom are very special to her. There is also a special man in her life with whom she spends as much time with as possible. She loves to decorate for the seasons and enjoys working in her yard when the weather is nice. She is a fan of the Houston Rodeo and attends as many performances as she can. She is also a big fan of the Astros.

    Nancy looks forward to connecting you to the right person and extending a warm greeting when you visit. And, she makes fabulous cookies and coffee!

     

    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.


    Kenny Bernal, Client Services- Scheduling

    Kenny has worked in outside and inside sales industries for years, with experience spanning from assisting paralegals and attorneys for law firms to promoting energy drinks. He now provides a warm welcome to attendees at our events and uses his experience as a frontman for a local rock band, Magenta Jones, to ignite the excitement at those events. Kenny is your first contact over the phone when scheduling your first appointment, and he enjoys helping people take the first step to building a better retirement.

    He got married to Alissa in May 2017 and the couple love to spend time with their two dogs, Mary and Daisy. He also enjoys traveling, camping, hiking in the hill country and visiting family. He has been called a “grill master” and loves to entertain family and friends. He is Houston proud and supports the Astros, Texans and Rockets.

     

    Tax Strategies for Retirement

    Diversify your tax buckets

  • 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.
    Listen to our Show

    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

    Events

    Join us for an upcoming educational event to better prepare for your financial future
    View Calendar
    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.