Why Oak Harvest
Troy Sharpe CFP®, CTS™, Founder and CEO
As CEO, Troy is responsible for the vision and direction of Oak Harvest Financial Group. He is also the creator of our Oak Harvest Retirement Success Plan™ analysis, strategy and planning process. Financial Advisors use this process to clarify our clients’ situation, needs and retirement vision. Our advisors then use its insights to help build customized investment plans for our clients that generate multiple streams of income while aiming to reduce taxes.
Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He also holds a Series 65 Investment Advisors license and a Texas life insurance license. Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University.
Troy leads teams of investment advisors, retirement planners, tax specialists, support and concierge service staff. These diverse professionals work together to provide sophisticated, tailormade investment management and retirement planning, coupled with responsive concierge customer service.
You can hear Troy at 12 p.m. each Sunday on NewsRadio AM740, KTRH, when he hosts “The Retirement Income Show.” And you can see Troy on our Oak Harvest YouTube page. There, he regularly shares videos to help educate clients and prospective clients on the basics and the nuances of retirement planning, estate planning, income generation, tax reduction, tax strategies, investment management and more.
Jessica Cannella, Co-Founder and President
As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning,
Jessica engages all levels of financial savvy, from the novice to the expert. She believes that clarity begets confidence. She has worked with hundreds of families to cultivate a retirement vision and connect their unique vision to their customized financial plan. “No two plans are identical. A financial plan is a starting point, a path to start down. However, life can throw curve balls. Therefore, every plan we put together needs flexibility. Communication and mutual understanding are the corner stones of bringing your retirement vision to reality. Think of my team and I as the bumpers at a bowling alley; think of yourself as the bowling ball. Our purpose is to keep you out of the gutter and hitting strikes in retirement.
Jessica is the Founder of the Go-Go Sisterhood™, a social club for women in retirement. From the retired CEO to the retired homemaker. The Go-Go Sisterhood™ serves to connect women to their money, with each other and to their community, through meaningful shared experiences. The Go-Go Sisterhood invites professionals from all industries to host educational, value-driven workshops on topics ranging from financial to legal, beauty to fitness and beyond. Charitable events and volunteer opportunities hosted by the Go-Go Sisterhood™ facilitate local community impact. “I’ve seen so many meaningful connections made in our Go-Go sisterhood, and connection is vital. As women, we can spread ourselves so thin! In our 20s, 30s, 40s and 50s, it is common for women to prioritize raising our babies, supporting our spouses, and tending to the demands of our homes and careers. Which leaves little time to invest in our friendships, our passions and self-care, let alone our financial savvy! I founded the Go-Go sisterhood on the principle that women deserve to enjoy a financially fearless and fulfilling retirement with great purpose and in good company!”
At home, you will find Jessica spending quality time with her partner Edward, and their seven-month-old son, Sebastian. “He is the light of our lives” says Jessica.
Tax Strategies for Retirement
Diversify your tax buckets
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Concerned about how market activity could affect your retirement? Get the latest market updates on our youtube channel.