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, Client Concierge

Larisa began her career in the financial industry in 2003, as a contributor for AIG. She has since had roles in customer service, administration and sales. She graduated from Stephen F. Austin State University with a Bachelor of Science and currently holds a Group I License (Health & Life).

At Oak Harvest Financial Group, Larisa assists our financial advisors and clients in making sure their onboarding experience is pleasant and successful. Her role also includes helping clients with questions they have regarding their accounts and being a day-to-day point of contact. Her personal retirement philosophy is to be part of the solution that brings about 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. She also has enjoyed volunteering with the Houston Livestock Show and Rodeo for the past 10 years.

 

Andrea Gortmaker, Client Concierge

Andrea Gortmaker started her career in the financial services industry in 2015. Andrea is a graduate of Baylor University and a native Houstonian. She currently has her Series 7, Series 66 and life insurance licenses. As a Client Concierge with Oak Harvest, Andrea helps to manage day-to-day operations for our advisors and seeks to deliver excellent customer service to our clients. Andrea is very passionate about her career and her motivation stems from helping others to find financial freedom and to convey the importance of saving for retirement.

Andrea is also an avid volunteer. She is a math tutor with a nonprofit organization that helps young adults to obtain their GEDs, and when possible volunteers in the kitchen at The Beacon in Downtown Houston. Andrea also enjoys many sports and outdoor activities. She currently plays on a Dodgeball league, and also enjoys playing tennis and riding the bike trails around Houston.

 

Chris Myrick, Financial Analyst

Chris Myrick, MBA, earned his Master’s in Finance at the University of Houston. Chris serves a planning specialist and insurance and annuity product researcher, conducting deep research and analysis to help advisors build financial plans for clients.

Chris has obtained a Series 65 license, and is pleased to be with Oak Harvest Financial Group, where the clients’ best interests drive all recommendations. “We have a clear directive to find the products and strategies that deliver the best results possible for our clients,” he says.

About Oak Harvest Financial Group

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

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EVENTS


Join us for an upcoming educational event to better prepare for your financial future.