Who We Are
Scott C. Harris
LPL Registered Representative
CA Insurance License #0B19658
After years of working at a major investment firm, Scott founded Oakmont Financial Group in order to provide his clients with a higher level of service and personal attention. The firm remains independent in order to sustain individualized attention and response.
Scott’s experience in the field of financial planning for over two decades has provided him with great breadth and depth of experience. He has worked with clients through many diverse financial situations. Scott is a great listener who takes the time to understand the nuances of each family’s circumstances. Although the road to financial success can be bumpy or unclear, Scott's manner remains calm. He will work with you to navigate through the tough times and make the most of the good times.
Born and raised in Sonoma County, Scott is an active member of the community. Most recently he was the recipient of the Kenwood Education Foundation’s 2013 Big Heart Award for outstanding leadership and service. Scott and his wife have been married nearly 30 years and have three daughters. In his spare time Scott enjoys hiking and is an enthusiastic San Francisco Giants fan.
Ashley Curiel, CFP®, CRPC®
LPL Registered Representative
CA Insurance License #0F09945
Ashley joined Oakmont Financial Group in 2016. After nine years of being a Financial Advisor for a local credit union, she decided to join our independent firm in order to provide her clients with a diverse range of investment options for the client portfolios she manages. With her love of Sonoma County, her strong financial planning background, and her natural kindheartedness we knew she would be a wonderful addition to our team.
Graduating from Sonoma State University in 2006, Ashley decided to pursue further education and earned her CFP® designation in 2011 (CERTIFIED FINANCIAL PLANNER). Creating the proper financial plan for her clients allows them to understand and track their goals easily, allowing more time to focus their energy on things they like to do – spend time with families, travel, purchase a home, or enjoying retirement with a solid understanding of their income stream.
As the parents of two young daughters, Ashley and her husband have a very busy schedule, but do their best to enjoy the beauty and diversity of Sonoma County that they love. Ashley enjoys staying active by exploring Annadel park and participating in adult soccer and softball leagues.
Together Scott & Michelle founded Oakmont Financial Group, and in 2007 Michelle joined our team in the office. She worked with our clients on a daily basis as a client service associate.
Recently Michelle has stepped back from the account and client services role to focus her energy on managing the office and staff while leading our firms marketing campaigns. She is a highly dedicated and organized individual, with a creative passion and a genuine smile. You’ll still often speak with Michelle on the phone or see her when you are in the office, though it may be someone else connecting with you about your account specifics. Michelle is truly pleased at the wealth of experience our client services associates offer at Oakmont Financial Group and is proud to help manage this department.
When Michelle is not busy at work, she enjoys traveling, hiking and spending time with her family. Like everyone else in the Harris family, Michelle is also an avid San Francisco Giants fan.
Debbi has been an integral part of our team at Oakmont Financial Group since 2012. As our office manager, Debbi assists our clients with a variety of needs - from reading financial statements, to changing beneficiary designations,to processing account distributions and contributions. Her dedication to provide exceptional assistance is evident whenever a client interacts with Debbi - whether it be answering your account questions, scheduling an appointment, or just stopping by to say hello.
Aside from Debbi's genuine kindness, she adds over 30 years of customer service and executive level administration to our team. Clients greatly appreciate her thorough and detailed navigation through client paperwork and account maintenance, which she gained working with LPL Financial for over a decade.
Married for over 26 years, Debbi and her husband have two grown children. During her free time Debbi enjoys spending time with her family and friends, traveling and working on home renovation projects.
We recently welcomed Lindsay to our service team here at Oakmont Financial Group. As a client service associate, Lindsay assists our clients with a variety of needs - answering your account questions, scheduling an appointment, or helping with administrative tasks.
Lindsay graduated from San Francisco State and California College of the Arts with a degree in Painting and Conceptual Information Arts. Some of her hobbies are painting, graphic design, surfing and being outside in nature.
Lindsay and her family enjoy spending as much of their free time with their your daughter and taking long dog walks on the beach. Lindsay and her husband own two vintage presses and enjoy greeting cards, wedding invitations and many other creative projects.