Livestream Event
Troy Sharpe, CFP®, CPWA® and the Investment Team will be taking your retirement questions and answering them live on YouTube.
Thursday, May 2nd
6:00 PM CST
The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement Income
Troy Sharpe CFP®, CPWA®, CTS®, Founder and CEO of Oak Harvest.
Ed Rossi CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Lead Advisor. Ed Rossi brings over 30 years of financial services experience to Oak Harvest.
Nicole M Riney CFP®, Senior Planner. Nicole has over 10 years of experience in government pensions and retirement planning.
Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP®, CPWA®, Founder and CEO of Oak Harvest Financial Group with special guest appearances.
Reserve your place and submit your questions for Troy to review prior to the event.
Troy Sharpe, CFP®, CPWA®
Founder and CEO of Oak Harvest Financial Group
Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute. He also holds a Series 65 Investment Advisors license and a Texas life insurance license. Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.
Troy leads teams of investment advisors, retirement planners, tax specialists, support, and concierge service staff. These diverse professionals work together to provide sophisticated, tailor-made investment management and retirement planning, coupled with responsive concierge customer service.
Chris Perras, CFA®, CLU®, ChFC®
Chief Investment Officer
As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,” available on the website with new episodes each week.
Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
Chris has over 25 years of experience, has worked for some of the largest money management firms in the world, including Citadel and Invesco, and has been recognized nationally for his efforts. Chris has made it a point in his career to focus on adapting as the market landscape changes, seeking to utilize the most appropriate investment strategy for any given market environment. His transition from managing billions of dollars at the institutional level to helping individuals and families retire is guided by a desire to see the difference he makes in the lives of clients at Oak Harvest.
Charles Scavone, CFA®
Director of Investments
As Director of Investments, Charles supports the Investment Team by bringing a disciplined, process-driven approach blending fundamental and quantitative analysis to help drive investment performance across all asset classes.
Charles completed his undergraduate studies at Southeastern Louisiana University and moved to Houston to complete his MBA at the University of Houston. Charles also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Houston Financial Analysts Society.
Charles has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Charles is excited to bring a process-driven approach to investing to our clients at Oak Harvest.
