Why Oak Harvest
Our Support Team
Our support team is an invaluable part of the Oak Harvest team. The marketing and scheduling team assists with our firm’s events, scheduling your appointments and keeping you informed. Our office operations team helps to keep the office running smoothly. Most important, we all work together to support you and provide the care and attention you deserve.
Megan Scheff, Marketing Director
As the Director of Marketing, Megan is responsible for planning retirement seminars, social media strategies, client events and many other marketing programs that help promote the Oak Harvest message and philosophy.
Megan helps you stay connected by sharing the latest Oak Harvest updates through newsletters, Facebook updates and informational videos.
Megan and her husband, Anthony, live in Katy, Texas, with their sons, Thomas and Dean.
Bob Roach, Marketing Associate
A bit of a renaissance man, Bob has a broad background in communications and a wide range of interests. You will find him into all things marketing, from in-person events, to crafting messages for white papers, flyers, emails and websites. And he believes that retirement should be the best full-time job ever.
Always striving to excel, Bob has twice won international awards for writing and editing as a business journalist. Originally, he was trained as an architect, and then concentrated in creating alternate methods of compliance with construction codes. Along the way, he did a tour of duty in the financial world as a Series 7 and 63 licensed investment broker, and an economic research analyst, and then settled into communications.
Following God anywhere is at the core of his life. His interests range from travel, football and soccer, to building radios and reading. He loves making new friends, and bridging cultures on the job and off. Bob and his wife, Molly, met in Dubai in 2004 while exploring cultures new to them. Each of them had grown up in the upper Midwest but, after getting married, they immigrated to Texas as soon as they could. They share three sons and a daughter, and a love for new adventures in cuisines, music and cultures.
Dana Dawkins, Marketing and Operations Coordinator
Dana joined Oak Harvest after working in development, alumni relations and special events at a local private high school for several years. She graduated from Baylor University with a degree in Vocal Performance.
Dana is a second-generation native Houstonian. And the man in her life is a handsome, four-legged, 11-pound Shih Tzu named Boo.
She is active in her church, singing in the choir, participating in their annual Christmas production, and traveling on mission trips as often as possible. She is also a staunch supporter of The Brookwood Community, where her oldest daughter is a daytime citizen. Her other daughter recently married and is currently finishing grad school in Fort Worth.
Chris Ayers, IT Operations
Chris ensures that your teachnical experience with Oak Harvest runs smoothly, from initial phone call to your appointment.
He is excited to help start your relationship with Oak Harvest Financial Group and offers a warm welcome to our family. Before coming to work at Oak Harvest, Chris worked in Christian youth ministry for 10 years. He has a master’s degree from Southern Seminary in Louisville, Kentucky.
Chris and his wife, Kristin, are Houston natives and enjoy going to concerts, traveling and participating in their church.
Nancy Teague, Client Services - Receptionist
Nancy grew up in Houston in a large family with all sisters. Then, moving to Dallas for 15 years, she fostered more than a half dozen children, and helped run a small family business. She moved back to Houston five years ago, working several years in the medical field before joining Oak Harvest.
Nancy has two grown daughters who are both career women, and two grandchildren, one girl and one boy — all of whom are very special to her. There is also a special man in her life with whom she spends as much time with as possible. She loves to decorate for the seasons and enjoys working in her yard when the weather is nice. Nancy is a fan of the Houston Rodeo and attends as many performances as she can. She is also a big fan of the Astros.
Nancy looks forward to connecting you to the right person and extending a warm greeting when you visit. And, she makes fabulous cookies and coffee!
Kenny Bernal, Client Services - Scheduling
Kenny has worked in outside and inside sales industries for years, with experience spanning multiple industries. He now provides a warm welcome to attendees at our events and uses his experience as a frontman for a local rock band, Magenta Jones, to ignite the excitement at those events. Kenny is your first contact over the phone when scheduling your first appointment, and he enjoys helping people take the first step towards building a better retirement.
He married his wife Alissa in May 2017, and the couple love to spend time with their two dogs, Mary and Daisy. Kenny also enjoys traveling, camping, hiking in the hill country and visiting family. He has been called a “grill master” and loves to entertain family and friends. Kenny is Houston proud and supports the Astros, Texans and Rockets.
Karen Cannella, Client Services
Bio coming soon!
Brennen Cannella, Client Services
Originally from Philadelphia, Brennen joined Oak Harvest in 2019 as a student intern helping to set up and run our retirement information seminars.
Now working full time while attending college, he assists with a variety of administration and client service tasks. So, you will hear Brennen confirming your appointments and helping direct client calls. And you will see his client communications. But he also does behind the scenes work documenting client investments. And he produces an internal weekly newsletter, keeping our staff up to date on local and relevant national and international events.
Brennen’s retirement philosophy is to take advantage of his youth and take some aggressive risks in the market, knowing he has time to make up any shortfalls. He and a friend have a young private-label streetwear business that has been regularly selling out of new additions. Brennen enjoys food, games and music — especially jazz.
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.