Posts Tagged ‘support staff’

Nathan Kattner serves as the Chief Compliance Officer (CCO) at Oak Harvest. As CCO, Nathan ensures the firm abides by the relevant regulatory requirements and upholds our fiduciary duty to Oak Harvest clients. He is dedicated to instilling a “culture of compliance” at Oak Harvest where compliance is not seen as the job of the…

As a Client Concierge, Kirk is responsible for helping the advising team execute the successful onboarding of new clients. He is also a dedicated, day-to-day point of contact for them; answering any and all questions they may have regarding their investment and insurance accounts. Kirk joined our team in September of 2022 after recently earning…

Bio coming soon!

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…

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 ten years ago, working several years in the medical field before joining Oak Harvest. Nancy has…

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 have two children. They enjoy going to the movies, traveling, and participating in their church.

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…

Heather Tutor is our Events Manager. She joined Oak Harvest Financial Group with over 16 years of experience in the Hospitality and Corporate Events industry. She is responsible for overseeing the company’s internal and client-facing events. She helps bring our clients and advisors together to get to know each other through fun and interactive social…

As the Director of Marketing, Megan is responsible for overseeing the company’s promotion and advertising efforts to connect with pre-retirees and build brand awareness. Megan helps you stay connected by sharing the latest Oak Harvest updates through monthly E-newsletters, Stock Talk Podcast, Weekly Market Updates and retirement videos on the Oak Harvest YouTube Channel. Megan and her husband,…

Steve Ramadan is the Vice President of Marketing at Oak Harvest Financial Group. Before joining Oak Harvest, Mustapha launched and managed a services marketplace startup in Dubai, growing it to Multi-Millions in annual revenue. He is also the co-founder of LeadCenter.AI, an AI-powered sales automation platform for financial advisors. Steve worked for more than 19…