At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.

We have maintained a singular focus throughout our history – serving the best interests and well-being of our clients. We listen and learn the stories and needs of each of our clients. And we apply our collective wisdom as fiduciaries to deliver proven, data-driven, innovative solutions catered to each client individually.

This personalized approach and commitment is rare in the industry. With a holistic approach built on tailored money management, fees that are fair and transparent, and proactive client service, we can help you achieve your financial goals.

Troy Sharpe

Troy Sharpe

CFP®, CPWA®, CTS®, Founder and CEO

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jessica cannella

Jessica Cannella

Co-Founder and President

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Ed Rossi

CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Lead Advisor

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Nicole M Riney

CFP®, Senior Planner

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Lizzie Krog

CFP®, CTS®, NSSA®, Senior Planner

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Ryan Kenney

Lead Advisor

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Janice Whitten

CFP®, CDFA®, Lead Advisor

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Chad Schneider

Senior Planner

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Dustin Humrich

ChFC™, Planner

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Susan Malone

CFP®, MBA, Associate Planner

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John Vaclavik

Associate Planner

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Charles Scavone

CFA®, Director of Investments

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Chris Myrick

Investment Analysis

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Dwane Bacak

CFA®, Director of Research

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Victoria Hornung

Victoria Hornung

Business Development Specialist

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Nathan Kattner

Chief Compliance Officer

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Mike Stuart

Chief Growth Officer

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Kirk Ellsworth

Client Concierge

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Vicki Morris

Client Concierge

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Larisa Kutac

Senior Client Concierge

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Karen Cannella

Hospitality

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Kenny Bernal

Head of Scheduling

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Nancy Teague

Office Manager

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Chris Ayers

VP of Operations

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Dana Dawkins

Senior Project Manager

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Heather Tutor

Events Manager

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Megan Scheff

Marketing Director

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Steve Ramadan

Vice President of Marketing

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James McFarland

MIB, Director of Trading and Investment Operations

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Chris Perras

CFA®, CLU®, ChFC®, Chief Investment Officer

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Frank Pizzoferrato

CEP®, Business Development Associate

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Cole Hradil

Para Planner

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Eric Nguyen

CFP®, Lead Advisor

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Tavis Parkerson

Associate Planner

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Gabriela Zamarripa

Client Concierge

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Briana Avila

Executive Assistant

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Nicholas Casanova

Operations Support

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Corinne Chase

Marketing Specialist

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Adrienne Snyder

Adrienne Snyder

Associate Planner

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Butch Walker

Butch Walker

Annuity Specialist

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Christensen Martin

Business Development Associate

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Keith Kruk

Business Development Associate

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Allison Jungman

Annuity Specialist

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Marcel Kelley

Lead Financial Advisor

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Maggie Segura

Client Concierge

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Saja Hashim

Saja Hashim

Intern

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