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) 864-5050 ext. 9becky@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) 864-5050 ext. 3brian@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
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Bryan LavermanCertified Financial Planner™(219) 864-5050 ext. 4bryan@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
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Chad MastCertified Financial Planner™(219) 864-5050 ext. 2chad@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
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Dean Dal SantoFinancial Planning Coordinator(219) 864-5050 ext. 2dean@hfpllc.comDean currently serves as a Financial Planning Coordinator at Harvest Financial Planning, LLC. His goal is to provide the foremost service for clients and assist them down their path of reaching their life goals.Read Full Bio » X
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Erin BarrettClient Relations Manager(219) 864-5050 ext. 7erin@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
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Jaime BarickClient Relations Manager(219) 864-5050 ext. 8jaime@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
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James MehokInvestment Advisor Representative(219) 864-5050 ext. 6james@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
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Maria PerézClient Relations Assistant(219) 864-5050 ext. 2maria@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
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Neal ScheringChartered Financial Analyst®(219) 864-5050 ext. 5neal@hfpllc.comNeal Schering serves as a Chartered Financial Analyst®. 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.Read Full Bio » X
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Nicholas PerazzoloCertified Financial Planner™(219) 864-5050 ext. 2nick@hfpllc.comNicholas A. Perazzolo 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
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Timothy McKennaInvestment Advisor Representative(219) 864-5050 ext. 2tim@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
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Timothy McKenna JrChief Operating Officer(219) 864-5050 ext. 2timothy@hfpllc.comTimothy McKenna Jr. serves as the COO for Harvest Financial Planning, LLC. Timothy grew up in St. John, Indiana. Timothy completed his undergrad at Taylor University with a degree in Finance and earned his MBA with a concentration in finance from Ball State University. Shortly after completing his undergrad, he obtained 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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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Harvest Financial Planning, LLC to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. By providing certain contact information herein, you are expressly authorizing the recipient of this message to contact you via the methods of communication provided.
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