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.
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Becky GrubbCompliance Manager(219) 864-5050becky@hfpllc.comBecky Grubb serves as Compliance Manager at Harvest Financial Planning, LLC. Becky specializes in compliance and assists with event planning and many other administrative functions.Read Full Bio » X -
Brian SmithInvestment Advisor Representative(219) 864-5050brian@hfpllc.comBrian is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker Dealer.Read Full Bio » X -
Bryan LavermanCertified Financial Planner™(219) 864-5050bryan@hfpllc.comBryan 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.Read Full Bio » X -
Chad MastCertified Financial Planner™(219) 864-5050chad@hfpllc.comChad 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.Read Full Bio » X -
Erin BarrettClient Relations Manager(219) 864-5050erin@hfpllc.comErin 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.Read Full Bio » X -
Jaime BarickClient Relations Manager(219) 864-5050jaime@hfpllc.comJaime 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.Read Full Bio » X -
James MehokInvestment Advisor Representative(219) 864-5050james@hfpllc.comJames 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.Read Full Bio » X -
Maria PerézClient Relations Assistant(219) 864-5050maria@hfpllc.comMaria 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.Read Full Bio » X -
Neal ScheringCertified Financial Planner™(219) 864-5050neal@hfpllc.comNeal 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 StatisticsRead Full Bio » X -
Nicholas PerazzoloInvestment Advisor Representative(219) 864-5050nick@hfpllc.comNicholas A. Perazzolo is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer.Read Full Bio » X -
Timothy McKennaInvestment Advisor Representative(219) 864-5050tim@hfpllc.comTimothy 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.Read Full Bio » X -
Timothy McKenna JrChief Operating Officer(219) 864-5050timothy@hfpllc.comTimothy 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.Read Full Bio » X
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