Our Team

Meet Our Team

We are happy to work closely with you to help ensure coordination of the advice you receive across your tax and estate planning needs.

  • Becky Grubb
    Compliance Manager
    (219) 864-5050 ext. 9
    becky@hfpllc.com
    Becky Grubb serves as Compliance Manager at Harvest Financial Planning, LLC. Becky specializes in compliance and assists with event planning and many other administrative functions.
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  • Brian Smith
    Investment Advisor Representative
    (219) 864-5050 ext. 3
    brian@hfpllc.com
    Brian is an Investment Advisor Representative with Private Advisor Group 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 ext. 4
    bryan@hfpllc.com
    Bryan Laverman is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer. He is currently securities and insurance licensed in both Indiana and Illinois.
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  • Chad Mast
    Certified Financial Planner™
    (219) 864-5050 ext. 2
    chad@hfpllc.com
    Chad J. Mast is a CERTIFIED FINANCIAL PLANNER™, an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.
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  • Erin Barrett
    Client Relations Manager
    (219) 864-5050 ext. 7
    erin@hfpllc.com
    Erin Barrett serves as a Client Relations Manager at Harvest Financial Planning, LLC. She is dedicated to the administrative and service needs of the client experience. She also administrates Social Media Relations and Event Planning for Harvest Financial Planning.
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  • Jaime Barick
    Client Relations Manager
    (219) 864-5050 ext. 8
    jaime@hfpllc.com
    Jaime serves as the Client Relations Manager for the Brian Smith Team. She works diligently to meet the needs of our clients and team. She also manages client online account access, event coordination and marketing for the Brian Smith team.
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  • James Mehok
    Investment Advisor Representative
    (219) 864-5050 ext. 6
    james@hfpllc.com
    James is currently an Investment Advisor Representative with Private Advisor Group and a Registered Representative with LPL Financial – a Registered Broker/Dealer, where he actively provides retirement planning, investment advice and Business strategies to a wide array of clientele.
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  • Maria Peréz
    Client Relations Assistant
    (219) 864-5050 ext. 2
    maria@hfpllc.com
    Maria Peréz serves as the Client Relations Assistant at Harvest Financial Planning, LLC. She conscientiously works to ensure the clients at Harvest receive the utmost quality of service and attention each day. Maria serves on the Harvest administrative team alongside Erin Barrett and Rebecca Grubb.
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  • Neal Schering
    Certified Financial Planner™
    (219) 864-5050 ext. 5
    neal@hfpllc.com
    Neal Schering serves as the Financial Planning Coordinator for Tim McKenna and Chad Mast. Neal grew up in DeMotte, Indiana and attended Covenant Christian High School. In 2011, Neal graduated from Purdue University with a Bachelor of Science in Statistics
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  • Nicholas Perazzolo
    Investment Advisor Representative
    (219) 864-5050 ext. 2
    nick@hfpllc.com
    Nicholas A. Perazzolo is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.
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  • Timothy McKenna
    Investment Advisor Representative
    (219) 864-5050 ext. 2
    tim@hfpllc.com
    Timothy McKenna is a Senior Financial Advisor and the founder of Harvest Financial Planning, LLC. In 1991, Tim set out to help his clients develop written financial plans that would allow them to establish long term goals and have the ability to demonstrate the progress.
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  • Timothy McKenna Jr
    Chief Operating Officer
    (219) 864-5050 ext. 2
    timothy@hfpllc.com
    Timothy McKenna Jr. serves as the Chief Operating Officer for Harvest Financial Planning, LLC. Timothy grew up in St. John, Indiana. In 2009, Timothy graduated from Taylor University earning his Bachelor of Science in Finance. Shortly after college, he ascertained both his Series 7 held through LPL Financial and Series 66 held through LPL Financial and Private Advisor Group.
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