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Understanding Today’s
Financial Environment
Welcome, we’re Harvest Wealth Partners, a financial planning firm with offices in Munster and Valparaiso, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
Our vision is to bring life and financial freedom to the communities we serve. Our team continuously pours its time and energy into serving our local community. We support and volunteer at organizations such as the Food Bank of NWI, the Special Olympics of NWI, and Mommy’s Haven of Lowell as well as our respective churches. Our company draws on these selfless values and incorporates them into our work.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
About Us
Who we are
Our financial planning business has very humble beginnings. Our founder, Tim McKenna Sr., worked in the hospitality industry for a small, family-owned beverage company, but had a growing interest in the investment industry in the 1980s. About 10 years later, Tim made the investment and financial planning business his part-time vocation. He affiliated with a small firm and began working with clients who were new to investing, all the while making phone calls using a telephone in his home’s laundry room—humble beginnings indeed. He subscribed to one basic philosophy: “Do what’s right for the client, and everything else will take care of itself.”
Our Process
New Client Process
Meet Our Team
Meet Our Team
Chad J. Mast CFP®MANAGING PARTNER
Chad J. Mast is a CERTIFIED FINANCIAL PLANNER® Practitioner, an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, a Registered Broker/Dealer.
He currently holds his Series 7 registrations through LPL Financial and his Series 66 is held with both LPL Financial and Private Advisor Group.
Meet Our Team
Timothy J. McKenna Jr. CFP®Managing Partner
Timothy J. McKenna Jr. is a managing partner and oversees the business of Harvest Wealth Partners. 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 and is a CFP® professional. 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.
Meet Our Team
Daniel J. McKenna CFA® Managing Partner
Daniel McKenna is a managing partner at Harvest Wealth Partners who oversees the management of investment portfolios. Daniel grew up in St. John, Indiana.
Daniel earned his undergraduate degree in Finance from Taylor University and holds the Chartered Financial Analyst® (CFA®) designation, as well as Series 7 and 66 licenses with LPL Financial equipping him to provide comprehensive investment advice and manage client portfolios with precision and integrity.
Meet Our Team
Timothy J. McKennaFounder
Timothy J. McKenna is the founder of Harvest Wealth Partners. 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. Tim has since passed those same core values onto the next generation of Harvest advisors and continues to serve as an important mentor to the team.
Meet Our Team
Bryan G. Laverman CFP®CERTIFIED FINANCIAL PLANNER®
Bryan G. Laverman is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, a Registered Broker/Dealer.
He is currently securities and insurance licensed in both Indiana and Illinois. Bryan is a fee-based advisor assisting clients who want personalized advice without product or sales influence.
Meet Our Team
Nicholas A. Perazzolo CFP®CERTIFIED FINANCIAL PLANNER®
Nicholas A. Perazzolo is a CERTIFIED FINANCIAL PLANNER® Practitioner, a Certified Kingdom Advisor®, an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer. He currently holds his Series 7 registrations through LPL Financial and his Series 66 is held with both LPL Financial and Private Advisor Group.
Meet Our Team
Jeffrey C. Grenchik CFP®CERTIFIED FINANCIAL PLANNER®
Jeffrey C. Grenchik serves as a CERTIFIED FINANCIAL PLANNER® practitioner at Harvest Wealth Partners. Jeff earned his bachelor’s degree in Finance from Illinois State University and holds his series 65 license with Private Advisor Group.
Jeff has been in the financial services industry for over 25 years. For the last 6 years he worked for a boutique RIA in the southwest suburbs of Chicago where he served as the lead wealth manager for over 75 clients.
Meet Our Team
Erin M. SchusterClient Relations Manager
Erin Schuster serves as a Client Relations Manager at Harvest Wealth Partners. She is dedicated to the administrative and service needs of the client experience. She holds her Series 7 & 63 registrations through LPL Financial and Series 65 registration through Private Advisor Group. She is currently studying to attain her CFP® designation.
Meet Our Team
Rebecca G. GrubbCompliance Manager
Becky Grubb serves as Compliance Manager at Harvest Wealth Partners. She specializes in compliance, client relations and many other administrative functions. She is holds her Series 65 registration through Private Advisor Group.
Meet Our Team
Jayson W. JohnsonCERTIFIED FINANCIAL PLANNER® Client Relationship Manager
Jayson W. Johnson is a CERTIFIED FINANCIAL PLANNER® Client Relationship Manager at Harvest Wealth Partners, where he is dedicated to serving our clients. He earned his Bachelor of Science in Business Administration with a Minor in Analytics from Valparaiso University, graduating with honors.
Jayson is deeply committed to serving clients’ needs by combining his broad knowledge base with a passion for service.
Meet Our Team
Dean G. Dal SantoFinancial Planning Coordinator
Dean grew up in Saint John, Indiana and attended Andrean High School. He graduated from the Krannert School of Management at Purdue University in 2020 with a Bachelor of Science in Finance and is currently working toward his Series 65 registration.
Dean currently serves as a Financial Planning Coordinator at Harvest Wealth Partners. His goal is to provide the foremost service for clients and assist them down their path of reaching their life goals. He currently resides in Saint John, IN.
Meet Our Team
Sara PerazzoloDirector of Marketing
Sara serves as the Director of Marketing at Harvest Wealth Partners. She is responsible for developing and executing marketing strategies that align with Harvest’s objectives.
Meet Our Team
Gabriel Van RoekelParaplanner
Gabriel Van Roekel is a lifelong resident of St. John, Indiana. He graduated in 2022 from Illiana Christian High School and is currently pursuing a Bachelor’s Degree in Finance at Purdue Northwest in Hammond. With a keen interest in financial advising, planning, and analytics, he is exploring his career path in the finance world.
Latest News
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Contact Us Today
We Are Your Partners for Years to ComeHarvest Wealth Partners is committed to helping our clients work towards a
successful future. We believe in your potential to understand the financial options that
can lead you to your goals. Call us today to partner with our team. We look forward to
continuing our mission for years to come.
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News & Updates
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