Why Oak Harvest
Our Advisor Team
As financial advisors with Oak Harvest, we have one priority: Taking care of you. As a team with expertise in multiple areas, we can help you develop the best retirement plan for you and your family. What’s more, we’ll meet with you, one-on-one, to fully understand your financial goals and what’s most important to you. Our meetings are an essential part of developing your strategy and building a life-long relationship.
Troy Sharpe CFP®, Founder and CEO
Troy Sharpe is the president of Oak Harvest Financial Group, a local family-owned financial services firm.
Troy leads a team of professionals, analysts, and support staff to help clients create customized financial strategies that align with their unique retirement goals.
Troy holds a Series 65 license as well as a Texas life insurance license. He also earned a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. Additionally, Troy is a Registered Financial Consultant with the International Association of Registered Financial Consultants.
You can hear Troy at 6 p.m. Saturdays on KTRH 740AM when he hosts “The Retirement Income Show.”
Jessica Sharpe, Co-Founder and President
Jessica is a 15-year veteran within the financial services industry. Jessica strives to be a holistic financial advisor, with experience in investments, financial planning, and insurance strategies. Jessica focuses on educating and empowering retirees, with an emphasis on serving the unique financial needs of women and couples in their 50s, 60s, 70s, and beyond.
As the Co-founder and President of Oak Harvest Financial Group, Co-host of the Retirement Income Show and Founder of the Go-Go Sisterhood™, Jessica’s goal is simple; eliminate intimidation from the retirement planning process. Her straight-forward, easy-to-understand communication style and attentive listening ability allow her to identify and serve the needs of individuals of all financial backgrounds, from the novice to the expert investor.
Jessica seeks to use her client’s best interests and unique vision for retirement as the foundation of the planning process. Every customized plan provides a clear, goals-based path with built-in flexibility. “Through frequent communication, I aim to foster lasting, meaningful relationships with my clients. It is a great accomplishment to get yourself to retirement. It is my duty and desire as your retirement mentor and financial advisor to see you through it! As life changes, so may your financial needs. Having flexibility to adjust your plan to meet those needs promotes financial security throughout retirement.”
Jessica presents women-only workshops throughout the greater Houston area covering financial topics including Social Security, tax planning, income planning, and her cornerstone events, “Women & Wealth” and “Suddenly Single.”
Jessica shares that “Eighty percent of men who are married pass away married, leaving eighty percent of women who are married passing away single.” Noting that; “The divorce rate for those over 50 years old has doubled since the 1990s.” Jessica believes that, “Losing a spouse, in any capacity, is one of the most emotionally stressful events a human can endure. My clients know they have team of professionals at Oak Harvest with their best interests at heart. Having a team to turn to they can turn alleviates any financial stress, freeing them to focus on taking care of themselves emotionally.”
Jessica founded the Go-Go Sisterhood ™, a network of women 55+, with a goal of facilitating meaningful connections amongst her clients and their friends through regular participation in social gatherings, community outreach activities, group travel opportunities and educational workshops. She is currently writing her first book, Find Your Money Moxie: A Woman’s Guide to a Fearless and Fulfilling Retirement due to be published in late 2020.
Jared Kenney, NSSA®, Financial Advisor
Jared offers his clients more than 14 years of financial services experience. By applying his passion and expertise, Jared shares a mutual understanding of each client’s goals and helps them achieve those goals. His focus is on client relationships and loyalty, driving him to strive to deliver a truly rewarding experience to all of his clients.
Jared attended Kansas State University, where he majored in marketing and economics. He grew up two miles from the campus and has been a passionate Wildcat fan since he was young. He began his career right out of college with Goheen Financial Group, LP, after which he worked at Spartan Wealth Management, LLC in 2010 for more than five years.
Jared has become one of the very few retirement planning professionals in the United States to obtain the National Social Security Advisors certificate through the National Social Security Association LLC in Cincinnati, OH. The NSSA® certification is a professional certification programs providing Social Security certification and training across the nation. We believe this certification makes him uniquely qualified to help the growing number of baby boomers optimize their Social Security strategies and lifetime income.
Jared and his wife, Christina, have been married since 2011 and reside in Sugar Land, Texas. With their daughters, Kylie and Reagan, they enjoy spending time with their extensive family, almost all of whom reside in the Houston area. Jared also enjoys playing golf, fishing, boating, skiing and traveling.
Frank Pizzoferrato, CEP®, Insurance Strategist
Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years.
He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and wealth transfer.
As an insurance-only specialist, Frank applies his experience and expertise to help Oak Harvest's insurance clients build the right strategy for retirement. Frank's unique experience and ability to put any insurance client at ease make him of tremendous value to the Oak Harvest Financial Group team and to the Houstonians he sits with.
Tax Strategies for Retirement
Diversify your tax buckets
“THE RETIREMENT INCOME SHOW”
Listen to our radio show hosted by Troy and Jessica Sharpe 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.