Oak Harvest Financial Group is a Registered Investment Advisor and Financial Advisor in Houston, Texas, specializing in investment management

Consulting

Oak Harvest Financial Group

Oak Harvest Financial Group's headquarters in Houston, TX, United States

Troy Sharpe

Chris Perras

Mike Stuart

C. Nathan Kattner

Nicole M. Riney

Jessica Cannella

The Investment Management Team at Oak Harvest Financial Group is responsible for developing and executing investment strategies that align with clients' financial goals. They conduct in-depth market research, perform investment analysis, and ensure compliance with regulatory standards, all while actively managing portfolios to optimize returns and minimize risks for clients. The team's collaboration and expertise drive the firm's commitment to delivering personalized and effective investment solutions.

Investment Management Team

The Leadership Team at Oak Harvest Financial Group drives the strategic vision and operational excellence of the firm. Comprising key executives such as the CEO, CIO, and VPs of Operations and Financial Planning, the team collaborates to enhance investment strategies, optimize client services, and ensure regulatory compliance, all while fostering a culture of innovation and integrity within the organization.

Leadership Team

The Financial Planning Team at Oak Harvest Financial Group is dedicated to providing comprehensive and personalized financial strategies that align with clients' goals and aspirations. The team collaborates to assess clients' financial situations, develop tailored plans for investment management, retirement, and wealth accumulation, and ensure ongoing support to help clients navigate their financial journeys effectively.

Financial Planning Team

This department provides financial planning and advisory services to clients, ensuring personalized strategies for financial growth and security.

Financial Services

This department provides essential administrative support and manages office operations to enhance organizational efficiency.

Administration Services

The Marketing Team at Oak Harvest Financial Group is responsible for developing and implementing strategic marketing initiatives to promote the firm’s investment management services. This team focuses on brand awareness, client engagement, and lead generation through digital marketing, content creation, and community outreach, aiming to strengthen the company’s presence in the financial advisory sector.

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Oak Harvest Financial Group

Org chart

Teams

Investment Management Team

Leadership Team

Financial Planning Team

Financial Services

Administration Services

Marketing Team

Offices

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Oak Harvest Financial Group

Org chart

Teams

Investment Management Team

Leadership Team

Financial Planning Team

Financial Services

Administration Services

Marketing Team

Offices

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