The financial professionals at Oak Harvest Financial Group stand ready to help you defend your retirement dreams.

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.

troy

Troy Sharpe

Co-Founder and CEO | CFP®, RFC®
Troy Sharpe, CERTIFIED FINANCIAL PLANNER™, tackles even the most complex retirement planning concerns. Known as “The Sharpeshooter” for his problem-solving skills and vast knowledge of financial strategies, tax planning and income planning, Troy believes where there’s a challenge, there’s a solution. His rule of thumb: “Reliable income streams beget a reliable retirement.”

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.
Superpower
Financial planning
Secret Weapon » CFP® from Rice University (and his wife, Jessica)
Years of Service » 15+
jared

Jared Kenney

Financial Advisor | NSSA®
What’s better than a visit to your local Social Security office? Well, a lot of things, actually. But if you have a burning Social Security question, Jared Kenney is your man.

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.
Superpower
Maximizing income streams in retirement
Secret Weapon » National Social Security Advisor® certificate
Years of Service » 12
jessica

Jessica Sharpe

Co-Founder and President
She is woman; hear her roar.

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.
Superpower
Understanding unique financial challenges of women
Secret Weapon » Translating financial-speak into plain English
Years of Service » 14
luis

Luis León

Financial Advisor
Luis León came to us after almost three decades in corporate America. He knew he could capitalize on his unique strength — uncovering the goals and values of his clients — if he wasn’t held captive by large corporations and limited to certain services and products. He couldn’t wait to toss out those cookie-cutter retirement plans and begin implementing a financial strategy designed for each client!

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.
Superpower
Building client relationships
Secret Weapon » Fluent in Spanish
Years of Service » 27
chris

Chris Perras

Chief Investment Officer | CFA®, CLU®, ChFC®
The man. The myth. The Harvard Business School graduate. Meet Chris Perras, the fearless leader of our investments division. Renowned in the institutional investments world for having managed top mutual funds nationally, Chris sports an impressive résumé and a long list of accomplishments.

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.
Superpower
Investment prowess
Secret Weapon » That résumé.*See résumé
Years of Service » 25+
frank

Frank Pizzoferrato

Strategic Insurance Expert | CEP®
A 33-year veteran of the financial industry, Frank Pizzoferrato is an esteemed Certified Estate Planning professional of over 15 years. He stands ready to help guide you through legacy planning and wealth transfer planning, with expertise in life insurance, long-term care, annuities and Social Security.

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.
Superpower
Estate planning and insurance strategies
Secret Weapon » CEP® certification
Years of Service » 33+

About Oak Harvest Financial Group

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

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EVENTS


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