Who We Are
ABOUT SCOTT
Scott C. Harris, AIF®
Founder & Owner
Investment Advisor Representative
CA Insurance License #0B19658
Scott holds the designation of Accredited Investment Fiduciary (AIF®) and is a licensed investment advisor representative. His work in the field of financial planning over the course of his career has provided him with great breadth and depth of experience. After years working for Edward Jones, he founded Oakmont Financial Group to assist clients through many diverse financial situations. Scott is a great listener who takes the time to understand the nuances of each family's circumstances. His approachable manner combined with his extensive experience with navigating the market over the years, allows him to provide understandable wealth management strategies that are customized to each client's exclusive circumstance.
Born and raised in Sonoma County, Scott is an active member of the community. From recent years hosting the Rincon Valley Annual Wii Fundraiser to being honored as the recipient of the Kenwood Education Foundation’s Big Heart Award for outstanding leadership and service (2013), Scott's commitment to the community is an integral part of his work and beliefs. Scott and his wife, Michelle, have been married for over 30 years. Together they have raised three daughters and have welcomed their newest addition recently with the birth of their first grandchild. All Harris family members remain avid San Francisco Giants fans! When Scott is not in the office, he is likely to be hitting the open water for some salmon fishing, and happy to share stories with you of his most recent catch.
scott@oakmontfinancialgroup.com
ABOUT MICHELLE
Michelle Harris
Executive Assistant
Michelle is a highly dedicated and organized individual, with a creative passion and genuine smile. You will 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 oversee this department, and looks forward to welcoming you to the office at your next appointment, or connecting with you on the phone.
When Michelle is not busy at work, she enjoys yoga, swimming, hiking and spending time with her family. Raising three successful daughters along with Scott has been Michelle's biggest joy, and she enjoys every moment she spends with her newest grandson. If you know Michelle, you know her warm heart, her welcoming smile and her attention to detail.
michelle@oakmontfinancialgroup.com