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.

Timothy J. McKenna

Investment Advisor Representative

(219) 864-5050

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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Brian Smith

Investment Advisor Representative

(219) 864-5050

brian@hfpllc.com

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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Bryan Laverman

Certified Financial Planner™

(219) 864-5050

bryan@hfpllc.com

Bryan Laverman is an Investment Advisor Representative with Independent Financial Partners 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 J. Mast

Certified Financial Planner™

(219) 864-5050

chad@hfpllc.com

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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Neal Schering

Certified Financial Planner™

(219) 864-5050

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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James Mehok

Investment Advisor Representative

(219) 864-5050

james@hfpllc.com

James is currently an Investment Advisor Representative with Independent Financial Partners 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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Erin Barrett

Client Relations Manager

(219) 864-5050

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 Warn

Client Relations Manager

(219) 864-5050

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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Rebecca Grubb

Compliance Manager

(219) 864-5050

becky@hfpllc.com

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

Business Manager

(219) 864-5050

timothy@hfpllc.com

Timothy McKenna Jr. serves as the Business Manager for Harvest Financial Planning, LLC. Timothy grew up in St. John, Indiana and graduated from Andrean High School in Merrillville, Indiana. In 2009, Timothy graduated from Taylor University earning his Bachelor of Science in Finance.
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