Broker Check

Team

 

Timothy J. McKenna

Investment Advisor Representative

(219) 864-5050

Timothy McKenna is a Senior Financial Advisor and the founder of Harvest Financial Planning, LLC.

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Brian Smith

Investment Advisor Representative

(219) 864-5050

Brian L. Smith is an Investment Advisor Representative with Independent Financial Partners and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.

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Chad J. Mast

CERTIFIED FINANCIAL PLANNER™

(219) 864-5050

Chad J. Mast is a CERTIFIED FINANCIAL PLANNER™, an Investment Advisor Representative with Independent Financial Partners, and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.

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Bryan Laverman

CERTIFIED FINANCIAL PLANNER™

(219) 864-5050

Bryan Laverman is an Investment Advisor Representative with Independent Financial Partners and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.

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Maurice O. Lounds

Investment Advisor Representative, AIF

(219) 864-5050

Maurice O. Lounds is an Investment Advisor Representative with Independent Financial Partners and a Registered Representative with LPL Financial - a Registered Broker/Dealer.

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James Mehok

Investment Advisor Representative

(219) 864-5050

James is currently an Investment Advisor Representative with Independent Financial Partners and a Registered Representative with LPL Financial

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Timothy McKenna Jr. serves as the Business Manager for Harvest Financial Planning, LLC.

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Erin Barrett serves as a Client Relations Manager for Harvest Financial Planning, LLC. She is dedicated to the administrative and service needs of the client experience.

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Jaime serves as the Client Relations Manager for the Brian Smith Team. She works diligently to meet the needs of our clients and team.

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Rebecca Grubb serves as Compliance Manager for Harvest Financial Planning, LLC. Rebecca specializes in compliance at Harvest Financial Planning, LLC and assists with event planning and many other administrative functions.

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Neal Schering

CERTIFIED FINANCIAL PLANNER™

(219) 864-5050

Neal Schering serves as the Financial Planning Coordinator for Tim McKenna and Chad Mast.

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