Scott C. Harris
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®
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.
Client Service Associate
Michelle joined Scott at Oakmont Financial in 2006. She works with our clients on a daily basis as a client service associate. While she assists with a variety of client and account issues, she is also the head of our firm's marketing department. She is a highly dedicated and organized individual who prides herself in providing a superior client experience.
Prior to Oakmont Financial, Michelle's experience included working for a local bank and in a medical office. In these positions, she honed her ability to respond to diverse needs. She takes the time to understand our clients and works thoughtfully with them to find solutions. Her warm demeanor welcomes clients when they visit our office.
When Michelle is not busy at work, she enjoys running, yoga classes and spending time with her 3 daughters. Like everyone else in the Harris family, Michelle is also an avid San Francisco Giants fan.
Client Service Associate
Debbi has been an integral part of our team at Oakmont Financial Group since 2012. As a client service associate, 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.