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.
Cole Hradil, Client Concierge
Cole joined our team in March 2019, just before graduating from the University of Houston with a Bachelor of Business Administration. His training began with our processing and onboarding department. Currently, he is with our case analysis team, and recently earned his MBA in Finance. Cole aspires to become a financial advisor with our firm.
Born and raised in Sealy, just west of Houston, Cole was blessed with parents who instilled a strong work ethic and supported his pursuit of higher education. And he enjoys studying the works of mathematician Jim Simons, economist Milton Friedman and many other psychologists, philosophers and financial professionals. Also, Cole is an avid fan of music of all genres and plays guitar and drums.
Jennifer Zittel, Client Concierge
Jennifer has more 20 years in the financial services industry — primarily in elite customer service and operations. And she does whatever is necessary to help clients enjoy every step of their retirement journey. Jennifer earned a Bachelor of Science in Economics with a minor in Political Science. Also, she now holds Series 7, 63 and 65 Licenses.
She has been happily married for 20 years and has four children. Jennifer adopted her youngest daughter, Gabrielle Grace, who authored a book, My Name is Gabby, when she was 4 years old. Amazon published this book about her life and her “forever home.” Jennifer also has five cats and two dogs that she loves dearly.
Susan Malone, Client Concierge
Susan joined our team in February 2021 as a client service and support representative. She has 13 years of experience in institutional fixed income trading and portfolio management and 4 years product sales experience. Susan graduated Carnegie Mellon University with a B.S. in Managerial Economics and Industrial Management, and earned her MBA from Stern School of Business, New York University. Next, she plans to obtain her Group 1 License (Health & Life) and additional certifications and designations needed to become an integral part of the Oak Harvest team and to one day become an advisor with the firm.
Susan and her husband, Jon, have been married for over 20 years. They have two sons, Hudson and Justin, and their beloved yorkie-poo, Futbol2000. Practicing yoga, meditation, and learning about natural alternatives to healthcare are things Susan enjoys. Over the years, Susan’s passion for helping others has led her to volunteer for numerous 501(c)(3) organizations where she has assisted with fundraising efforts, event planning and working one-on-one with those in need.
Tax Strategies for Retirement
Diversify your tax buckets
“THE RETIREMENT INCOME SHOW”
Listen to our radio show hosted by Troy Sharpe and Jessica Cannella 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 webinar to better prepare for your financial future.