# Harvest Wealth Partners

> Harvest Wealth Partners is a financial planning firm with offices in Munster and Valparaiso, Indiana. The firm provides financial planning, retirement planning, tax planning, estate planning, wealth management, college planning, insurance and business planning services for individuals, families and business owners. It serves clients throughout Northwest Indiana, including Lake County and Porter County.

## Key facts

- Legal name: Harvest Wealth Partners (also referred to on the site as "Harvest" and "HWP")
- What the business does: Comprehensive financial planning and wealth management for individuals, families and businesses, plus long-standing experience serving BP employees and retirees
- Founder: Tim McKenna Sr., who made financial planning his full-time vocation in 1993
- Munster office: 9600 N. Centennial Dr. Suite A, Munster, IN 46321. Phone: (219) 864-5050
- Valparaiso office: 1759 Thornapple Circle, Valparaiso, IN 46385. Phone: (219) 299-2676
- Email: support@harvestwp.com
- Areas served: Northwest Indiana – Lake County and Porter County
- How to book: Call (219) 864-5050 or use the contact form at https://www.harvestwp.com/contact/. Appointments can be held in Munster, in Valparaiso, by Zoom or by phone.
- Consultation fee: The initial meeting is offered free of charge, according to the New Client Process page.
- Credentials: The advisory team includes CERTIFIED FINANCIAL PLANNER® professionals and a Chartered Financial Analyst® (CFA®) charterholder.
- Leadership: Managing Partners Chad J. Mast, CFP®; Timothy J. McKenna Jr., CFP®; and Daniel J. McKenna, CFA®
- Investment advice is offered through Private Advisor Group, a registered investment advisor. Harvest Wealth Partners and Private Advisor Group are separate entities.

The content on this site is general information only and is not financial, investment, tax or legal advice.

## Firm

- [Home](https://www.harvestwp.com/): Firm overview, services and team
- [About Harvest Wealth Partners](https://www.harvestwp.com/products-services/): The firm's approach to customized, strategic financial plans for individuals, businesses and families
- [Vision & Mission](https://www.harvestwp.com/vision-mission/): Firm history from 1993, mission and vision, and community involvement (Food Bank of NWI, Special Olympics of NWI, Mommy's Haven of Lowell)
- [Our Team](https://www.harvestwp.com/team/): Directory of advisors and staff
- [Contact Us](https://www.harvestwp.com/contact/): Office addresses, phone numbers, email and contact form
- [Service Areas](https://www.harvestwp.com/service-areas/): Communities served in Lake County and Porter County, Indiana
- [Careers](https://www.harvestwp.com/apply-now/): Job application form

## Services

- [Services for Individuals](https://www.harvestwp.com/products-services/services-for-individuals/): Overview of financial planning services for individuals and families
- [Financial Planning Solutions](https://www.harvestwp.com/products-services/services-for-individuals/financial-planning-solutions/): Identifying financial concerns, building strategies toward goals and ongoing support, including retirement planning
- [Estate Planning](https://www.harvestwp.com/products-services/services-for-individuals/estate-planning/): Strategies to protect wealth and plan a legacy, including an overview of trusts such as special needs trusts
- [College Planning](https://www.harvestwp.com/products-services/services-for-individuals/college-planning/): Guidance on saving and investing for a child's education
- [Insurance](https://www.harvestwp.com/products-services/services-for-individuals/insurance/): Life, health, disability and long-term care insurance planning
- [Tax Planning](https://www.harvestwp.com/products-services/services-for-individuals/tax-planning/): Year-round tax planning that considers the tax implications of financial decisions
- [Wealth Management Services](https://www.harvestwp.com/products-services/wealth-management-services/): Wealth management planning, starting with a no-cost introductory consultation
- [Retirement Planning](https://www.harvestwp.com/products-services/services-for-individuals/retirement-planning/): Planning and saving for retirement at any stage of life
- [Pension Plan Participant Services](https://www.harvestwp.com/products-services/services-for-individuals/pension-plans/): How pension plans work and how they fit into a long-term retirement plan
- [Private Wealth Strategies](https://www.harvestwp.com/products-services/services-for-individuals/private-wealth-strategies/): Strategies to protect, grow and pass on wealth to future generations
- [401(k) Plans, Mutual Funds, and Securities](https://www.harvestwp.com/products-services/services-for-individuals/401k-plans-mutual-funds-and-securities/): Guidance on retirement accounts and investment options for individuals and families
- [BP Employee Benefits](https://www.harvestwp.com/products-services/bp-employee-benefits/): Financial planning for BP employees and retirees, drawing on more than 30 years of experience with BP's benefits program
- [Services for Businesses](https://www.harvestwp.com/products-services/services-for-businesses/): Overview of business planning services for Indiana business owners
- [Business Continuation](https://www.harvestwp.com/products-services/services-for-businesses/succession-planning-and-exit-strategies/business-continuation/): Planning to keep a business running through ownership changes and unexpected events
- [Employee Benefit Programs](https://www.harvestwp.com/products-services/services-for-businesses/employee-benefit-programs/): Designing employee benefit programs that help businesses attract and retain staff
- [Business Valuation](https://www.harvestwp.com/products-services/services-for-businesses/succession-planning-and-exit-strategies/business-valuation/): What a business valuation is and why owners need one
- [Business Wealth Management](https://www.harvestwp.com/products-services/services-for-businesses/business-wealth-protection/): Strategies to protect a business's wealth and the owner's personal wealth
- [Exit Planning Process](https://www.harvestwp.com/products-services/services-for-businesses/exit-planning-process/): Developing a plan for when an owner leaves the business, by retirement or otherwise
- [Succession Planning and Exit Strategies](https://www.harvestwp.com/products-services/services-for-businesses/succession-planning-and-exit-strategies/): Planning the transfer of a business to a successor

## Process Guides

- [New Client Process](https://www.harvestwp.com/products-services/new-client-process/): The four steps of becoming a client (Introduction, Analysis, Transition and Implementation). The introduction meeting and the analysis phase are offered at no cost.

## FAQs

- [Frequently Asked Questions](https://www.harvestwp.com/faq/): Answers to common questions about financial advisors and financial planning

## Team

- [Chad J. Mast, CFP®](https://www.harvestwp.com/team/chad-j-mast/): CERTIFIED FINANCIAL PLANNER®, Managing Partner. Comprehensive financial planning and wealth management.
- [Timothy J. McKenna Jr., CFP®](https://www.harvestwp.com/team/timothy-mckenna-jr/): CERTIFIED FINANCIAL PLANNER®, Managing Partner. Oversees firm operations and strategic direction.
- [Daniel J. McKenna, CFA®](https://www.harvestwp.com/team/daniel-j-mckenna/): Chartered Financial Analyst®, Managing Partner. Oversees investment management and portfolio strategies.
- [Nicholas A. Perazzolo, CFP®, CKA®](https://www.harvestwp.com/team/nicholas-perazzolo/): CERTIFIED FINANCIAL PLANNER® and Certified Kingdom Advisor®. Comprehensive financial planning, including faith-based financial stewardship.
- [Jeffrey C. Grenchik, CFP®](https://www.harvestwp.com/team/jeff-grenchik/): CERTIFIED FINANCIAL PLANNER®. Wealth management, with more than 25 years in financial services.
- [Bryan G. Laverman, CFP®](https://www.harvestwp.com/team/bryan-laverman/): CERTIFIED FINANCIAL PLANNER®. Comprehensive financial planning for individuals and families.
- [Erin M. Schuster, CFP®](https://www.harvestwp.com/team/erin-schuster/): CERTIFIED FINANCIAL PLANNER®. Client service and relationship management.
- [Jayson W. Johnson, CFP®](https://www.harvestwp.com/team/jayson-w-johnson/): CERTIFIED FINANCIAL PLANNER®, Client Relationship Manager.
- [Sara M. Perazzolo](https://www.harvestwp.com/team/sara-perazzolo/): Director of Marketing.
- [Rebecca G. Grubb](https://www.harvestwp.com/team/rebecca-grubb/): Compliance Manager. Compliance, client relations and administration.
- [Melissa L. Plugge](https://www.harvestwp.com/team/melissa-plugge/): Client Relations Manager.
- [Dean G. Dal Santo](https://www.harvestwp.com/team/dean-dal-santo/): Financial Planning Coordinator.
- [Gabriel D. Van Roekel](https://www.harvestwp.com/team/gabriel-van-roekel/): Paraplanner. Supports the financial advisors.
- [Jonathan M. Johnson](https://www.harvestwp.com/team/jonathan-m-johnson/): Client Relations Assistant. Account servicing and day-to-day operations.

## News and Updates

- [Blog](https://www.harvestwp.com/blog/): Articles on financial planning, retirement, investing and market updates

## Optional

- [Account Logins](https://www.harvestwp.com/account-logins/): Client login links for eMoney (Wealth Vision), Fidelity and Account View