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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®CERTIFIED FINANCIAL PLANNER® MANAGING PARTNER
Chad J. Mast, CFP®, is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative with Private Advisor Group.
He has passed the Series 66 examination and provides comprehensive financial planning and wealth management services to clients.
Meet Our Team
Timothy J. McKenna Jr. CFP®CERTIFIED FINANCIAL PLANNER® Managing Partner
Timothy J. McKenna Jr., CFP®, is the Managing Partner of Harvest Wealth Partners, where he oversees the firm’s operations and strategic direction. A native of St. John, Indiana, Timothy earned a bachelor’s degree in Finance from Taylor University and an MBA with a concentration in Finance from Ball State University.
He is a CERTIFIED FINANCIAL PLANNER® professional and is registered as an Investment Advisor Representative with Private Advisor Group. Timothy is committed to helping clients pursue their financial goals through comprehensive financial planning and personalized wealth management strategies.
Meet Our Team
Daniel J. McKenna CFA® Chartered Financial Analyst® Managing Partner
Daniel McKenna, CFA®, is a Managing Partner at Harvest Wealth Partners and oversees the firm’s investment management process and portfolio strategies. A native of St. John, Indiana, Daniel earned his bachelor’s degree in Finance from Taylor University.
As a Chartered Financial Analyst® (CFA®) charterholder and Investment Advisor Representative with Private Advisor Group, Daniel brings a disciplined, research-driven approach to investment management. He works closely with clients and the advisory team to develop and manage portfolios designed to support long-term financial goals while navigating changing market conditions.
Meet Our Team
Bryan G. Laverman CFP®CERTIFIED FINANCIAL PLANNER®
Bryan G. Laverman, CFP®, is an Investment Advisor Representative with Private Advisor Group. He works with individuals and families seeking personalized financial guidance through a comprehensive planning approach.
As a CERTIFIED FINANCIAL PLANNER® professional, Bryan is committed to serving clients with competence, integrity, and a fiduciary mindset. The CFP® certification is recognized as a standard of excellence in personal financial planning and reflects a commitment to rigorous education, ethical standards, and ongoing professional development.
Meet Our Team
Nicholas A. Perazzolo CFP®CERTIFIED FINANCIAL PLANNER®
Nicholas A. Perazzolo, CFP®, CKA®, is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Kingdom Advisor®, and an Investment Advisor Representative with Private Advisor Group. Nicholas has passed the Series 66 examination and is registered as an Investment Advisor Representative with Private Advisor Group.
Nicholas is passionate about helping individuals and families align their financial decisions with their long-term goals and values. As a CFP® professional, he is committed to providing comprehensive financial planning guided by high ethical and professional standards. As a Certified Kingdom Advisor®, Nicholas integrates biblical wisdom and financial stewardship principles into the planning process for clients who desire faith-based financial guidance.
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. Schuster CFP®CERTIFIED FINANCIAL PLANNER® Client Relations Manager
Erin Schuster, CFP®, serves as Client Relationship Manager at Harvest Wealth Partners, where she is dedicated to delivering an exceptional client experience through responsive service, relationship management, and operational support.
As a CERTIFIED FINANCIAL PLANNER® professional, Erin combines her financial planning knowledge with a client-focused approach, helping ensure that each client receives personalized attention and a seamless experience throughout their relationship with the firm. She works closely with clients and advisors to coordinate administrative needs, facilitate communication, and support the implementation of financial planning strategies.
Meet Our Team
Jayson W. Johnson CFP®CERTIFIED 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
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
Sara M. 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. She oversees external marketing content, manages the proper use of the HWP brand, and creates all marketing materials. Sara also analyzes market trends, manages budgets, and drives brand awareness through creative and data-driven approaches.
Meet Our Team
Caroline E. HazelwoodClient Relations Assistant
Caroline Hazelwood serves as a Client Relations Assistant at Harvest Wealth Partners, where she is committed to building strong, lasting relationships and providing support to clients. With a Bachelor of Arts in Business Management from Judson University, Caroline has a solid foundation in leadership and 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
Gabriel D. 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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Investment advice offered through Private Advisor Group, a registered investment advisor. Harvest Wealth Partners and Private Advisor Group are separate entities. Investing in securities involves risk, and there is always the potential of losing money. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not guarantee against risk in broadly declining markets. Private Advisor Group offers investment advice in every state, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.
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