Dustin 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...
View ArticleChad 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...
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Janice 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...
View ArticleRyan 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...
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Lizzie 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...
View ArticleNicole 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...
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Ed 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...
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Jessica 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...
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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...
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Susan Malone
Associate Financial Planner Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and...
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