Why Oak Harvest
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 experienced 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 12 p.m. Sundays on KTRH 740AM when he hosts “The Retirement Income Show.”
Jessica Sharpe, Co-Founder and President
Jessica Sharpe attended Immaculata University outside the Philadelphia, Pennsylvania, area, where she studied marketing and psychology. Growing up in an “old-school” Italian and Irish family, Jessica learned the value of a dollar and the meaning of hard work at a young age.
At 14, Jessica discovered a kindred spirit with, and an affinity for, the elderly while working in an assisted-living facility. Her childhood friends will vouch that she was the only teenage girl they knew who preferred Frank Sinatra and Peggy Lee to the Spice Girls or the Backstreet Boys.
Throughout high school, she worked for a financial practice owned by a family member, where she took interest in the insurance and financial industry. Encouraged to branch out on her own, Jessica became a producer for Allstate insurance with a focus on life insurance and retirement planning during her freshman year of college. Dedicated to both ventures, she enrolled in night classes and worked at Allstate full time during the day while helping out at the financial practice whenever called upon.
Jessica has truly never met a stranger. Her warm nature, energetic spirit and genuine disposition help to motivate and inspire everyone around her to better themselves and better those around them. With over a decade of experience in the financial industry, she has made it her personal mission to empower and educate retirees on their financial options in retirement with a specialized focus on an underserved women’s market. Jessica has obtained her Series 65 securities registration in order to continue her mission to build a woman-focused advisory council within Oak Harvest Financial Group.
“Often, social and economic demands on women differ from their male counterparts,” Jessica says. “Female baby boomers wear many hats; they are caregivers, career women, mothers and wives, leaving little time to become a financial expert along the way. Many women will outlive their husbands or become divorced, leaving them vulnerable to being taken advantage of by less scrupulous advisors. I have set out to change this; gone are the days when a male advisor sits across the table from a couple and only addresses the husband. Financial independence comes with confidence, and I intend to empower women and instill confidence when it comes to making financial decisions.”
Personal interests include health, wellness, cooking, hiking, biking, painting and personal development.
Tax Strategies for Retirement
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“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
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Join us for an upcoming educational event to better prepare for your financial future.