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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
Timothy J. McKennaFounder
Timothy 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.
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
Jeffrey C. Grenchik CFP®CERTIFIED FINANCIAL PLANNER™
Jeffery 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
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
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 currently pursuing her Series 65 license.
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
Maria D. PerézClient Relations Assistant
Maria Peréz serves as Client Relations Assistant at Harvest Wealth Partners. She conscientiously works to ensure the clients at Harvest receive the utmost quality of service and attention each day.
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
Jayson W. JohnsonClient Relations Assistant
Jayson W. Johnson is a skilled and ambitious Client Relations Assistant at Harvest Wealth Partners, dedicated to providing exceptional service to clients. He holds a Bachelor of Science degree in Business Administration with a Minor in Analytics from Valparaiso University, where he graduated with honors.
Jayson is deeply committed to servicing our clients and is currently pursuing his Certified Financial Planner (CFP®️) designation to further enhance his knowledge in the financial services industry.
Meet Our Team
Neal A. Schering CFA® CFP®Portfolio Manager Assistant
Neal A. Schering serves as a Portfolio Manager Assistant. 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.
Since then, Neal has acquired the CFP®, ChFC®, and most recently CFA® designations.
Latest News
Recent Blog Posts
What Is Private Wealth Management?
Unlike trusts, corporations or funds, private wealth management is a method of investment advising that combines aggregated financial services, such…
Budgeting During Retirement
If you’ve made it to retirement, you’re likely excited for what’s to come. You can now have enough time to…
3 Strategies to Help Reduce Investment Risk
When the market begins to fluctuate, you may feel tempted to alter your investment portfolio. Yet history demonstrates that investors…
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
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 Wealth Partners 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.
Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Harvest Wealth Partners are separate entities from LPL Financial.
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