Why Oak Harvest
Our Service Team
Our service team is committed to exceeding your expectations and delivering the highest-quality customer support. We’re here to make everything as smooth and worry-free as possible during your financial transition. We want you to feel comfortable reaching out to us with questions or concerns anytime. Rest assured, we’ll always be there to assist you!
Larisa Kutac, Senior Client Concierge
Larisa began her career in the financial industry in 2003, providing customer care for AIG. She excelled and grew into lead customer service, internal sales consultant and administration roles supporting regional vice presidents and financial advisors. Larisa graduated from Stephen F. Austin State University with a Bachelor of Science, and currently holds a Group 1 License (Health & Life).
At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution that brings financial freedom and retirement stability to every potential client.
Larisa enjoys spending quality time with her family and friends. She is an exercise enthusiast and is active in her church. And, for more than 10 years, she also has enjoyed volunteering with the Houston Livestock Show and Rodeo.
Vicki Morris, Client Concierge
As Client Concierge, Vicki’s full focus is seeing that our client’s needs are met quickly and efficiently. Vicki helps support our advisors by setting up new client accounts, tracking transfers, withdrawals, and distributions. She is also a point of contact for client calls and questions that may come up.
Vicki comes to us with an extensive background of customer service in the oil and gas industry, specializing in overseeing project activities including vendor relationships, client contracts, invoicing and deliverables.
Vicki’s spare time is usually spent attending her kids’ events either at horse shows, marching band or on the soccer field. She is a proud Houston Fire Fighter wife and supports local animal rescues, especially ones specializing in equine rescue and rehabilitation.
Allison Brand, Client Concierge
Bio coming soon.
Kirk Ellsworth, Client Concierge
Tax Strategies for Retirement
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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
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