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.

  • 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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