Why Oak Harvest
Our Retirement "Dream Team"
Welcome to The Oak Harvest Difference! Each member of our team brings different skills - or "superpowers" as we like to call them - to the table.
When Troy’s not out finding potential solutions to problems like inflation risk, market risk, health care concerns and tax erosion, you can catch him sharing his mission on “The Retirement Income Show” at 6 p.m. every Saturday on KTRH 740AM.
|Secret Weapon » CFP® from Rice University (and his wife, Jessica)|
|Years of Service » 15+|
Not all heroes wear capes. Jared focuses on helping our clients find every Social Security dollar available to them, so nothing is left on the table. As Jared likes to say, “Social Security as part of an overall plan can be an important income stream for retirees, so let’s squeeze the most we can out of ’em!”
Social Security analysis is just one of Jared’s skillset. He’s a team player and has worked with retirees for over a decade. In addition, he has the heart of a teacher, the mind of an engineer and the spirit of a coach.
|Maximizing income streams in retirement|
|Secret Weapon » National Social Security Advisor® certificate|
|Years of Service » 12|
Jessica Sharpe serves as a passionate advocate for women’s financial empowerment — and is a force to be reckoned with. She believes, to her core, that baby boomer women are superheroes at heart. As caregivers for aging parents, supporters of adult children as well as career women and domestic goddesses, women do it all for their families and take little time for themselves.
A true champion for women, Jessica knows how to ask the questions that reconnect women to their money and boost their confidence in retirement. Under Jessica’s care, women get permission to put themselves first and let go of financial burdens. When Jessica is not empowering women financially, she’s presenting informational workshops and hosting social events to unite boomer women.
|Understanding unique financial challenges of women|
|Secret Weapon » Translating financial-speak into plain English|
|Years of Service » 14|
Fate soon connected Luis to our firm when, out of the blue, he received a call from a recruiter, who said, “Luis, Oak Harvest is looking for YOU.” We count our lucky stars that Luis brought his creativity and extensive experience to our team.
|Building client relationships|
|Secret Weapon » Fluent in Spanish|
|Years of Service » 27|
But despite all his success, Chris still felt something was missing.
Chris longed to see how his passion for all things money management impacted an actual family, a couple, a person. To our delight, the stars aligned, and Chris joined our team, giving him the chance to look clients in the eye and shake their hands. Because he always keeps up with market happenings, he’s always armed with strategies for goals-oriented portfolio management.
If you’re a firefighter, police officer or a teacher, Frank is on high alert to help you navigate your pension options. Have an existing insurance policy? Need a refresher? Frank is your insurance hero. He will quickly and efficiently explain the nuts and bolts of your policy.
|Estate planning and insurance strategies|
|Secret Weapon » CEP® certification|
|Years of Service » 33+|
“THE RETIREMENT INCOME SHOW”
Listen to our radio show hosted by Troy Sharpe and Jessica Cannella at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
WEEKLY MARKET UPDATES
Concerned about how market activity could affect your retirement? Get the latest market updates!
Join us for an upcoming educational event to better prepare for your financial future.