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.

 

Cole Hradil, Client Concierge

 

Cole Hradil joined our team in March of 2019, just prior to his graduation from the University of Houston with a BBA in finance.  When he first joined us, he began training with our processing and onboarding department.  He is currently training with our case analysis team. In addition to his work at Oak Harvest, Cole is pursuing his MBA with an expected completion in Fall 2020.  One day, Cole aspires to become an advisor within our firm.

Born and raised in Sealy, just west of Houston, Cole was blessed with parents who supported his pursuit of higher education and instilled a strong work ethic in him.  Cole enjoys studying the works of mathematician Jim Simons and economist Milton Friedman, among many other psychologists, philosophers, and financial professionals. He is an avid fan of music of all genres and plays guitar and drums.

 

Eric Perez, Client Concierge

 

Eric Perez joined Oak Harvest in 2016, after several years in the real estate industry working in Office Management and Client Relations.  As a proud member of the Client Concierge Team, Eric assists our financial advisors and ensures a smooth and successful onboarding experience for all new clients.

A native Houstonian, Eric graduated from Seaborne Conservation Corps in Galveston, Texas, which provided the military-based skills and disciplines that would later propel him to new heights in his professional career.  Eric is currently working on obtaining his Group I License (Health & Life) and looks forward to holding additional licensure in the near future.

Eric has been married for 3 years and enjoys spending quality time with his family and their two cats, Jack and Junior.  He is an art enthusiast, often creating his own canvas art and beading various jewelry items, which he refers to as “extremely therapeutic”.  Eric also volunteers his time at various pet adoption events and local fundraising organizations for medical research.

 

Jennifer Zittel, Client Concierge

 

Bio coming soon!

 

radio

“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.

market-updates

WEEKLY MARKET UPDATES


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

 

webinar

WEBINARS


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