Posts Tagged ‘advisor team’
Troy Sharpe
As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline. Troy is a…
Read MoreJessica Cannella
As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning, Jessica engages all levels…
Read MoreEd Rossi
Senior Financial Advisor Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating…
Read MoreNicole M Riney
Nicole Riney is a Certified Financial Planner TM with over 10 years of experience in government pensions and retirement planning. She believes that you can never have too much knowledge on how to retire successfully. “Retirement can be a dramatic life change, of which many people find they are not adequately prepared. The way I…
Read MoreLizzie Krog
Lizzie joins Oak Harvest with over 8 years of experience in the financial industry. Prior to working in personal finance, Lizzie was a member of the Legislative Budget Board, creating recommendations and assisting Senators and State Representatives in creating biennial budgets for the State of Texas. She is passionate about educating clients; understanding their goals;…
Read MoreJoshua Langford
Joshua is a CPA through the Texas State Board of Public Accountancy. Joshua has experience in a wide range of clientele from small individuals to large businesses. He has worked on returns from a wide variation of industries. Joshua believes that all clients deserve great service and strives to meet that goal. Joshua grew up…
Read MoreRyan Kenney
Ryan joins Oak Harvest with over 10 years of experience working with families, individuals and corporations on their philanthropic planning. Most recently, he worked at Boys and Girls Country of Houston, a local children’s home focused on providing a home to children from families in crisis from the Houston area. At Oak Harvest, his focus…
Read MoreJanice Whitten
Janice Whitten brings over 25 years of financial services experience to Oak Harvest. She has a passion to help clients secure their financial future by designing and implementing customized holistic retirement plans with targeted strategies. Janice is a Certified Financial Planner™ Professional (CFP®), as well as a Certified Divorce Financial Analyst® Professional (CDFA®). She is…
Read MoreChad Schneider
Chad joins Oak Harvest with over 20 years of experience in the financial services industry with a focus on wealth management and holistic financial planning. Chad is passionate about serving people in a manner that consistently exceeds their expectations, believing that this is best accomplished by developing long-term and trusting relationships with his clients. He…
Read MoreDustin Humrich
Dustin joins Oak Harvest with over 8 years of experience in the Personal Finance Industry. He is a Chartered Financial Consultant®(ChFC®), which is an advanced financial planning designation. He started his career with a large investment advisory firm where he rapidly earned the trust of his clients advising them in ways to accomplish their retirement…
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