Taking the mystery out of preparing for today and tomorrow.
Our Team Vision & Mission
Welcome, we're Harvest Wealth Partners, a financial planning firm with offices in Munster and Valparaiso, Indiana. 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.
What We Offer
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. We offer a wide range of services including Financial Planning, Tax Planning, Estate Planning, Wealth Management, College Planning, Retirement Planning, and Insurance services. Our team is dedicated to helping individuals and businesses achieve their financial objectives.
About Us
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 subscribed to one basic philosophy: "Do what's right for the client, and everything else will take care of itself." Today, we continue to operate on this philosophy, ensuring that every client receives personalized attention and tailored solutions.
Meet Our Team
Our team consists of experienced professionals who are dedicated to helping you achieve your financial goals. Meet Chad J. Mast, a CERTIFIED FINANCIAL PLANNER Practitioner and Managing Partner, Timothy J. McKenna Jr., a Managing Partner and CFP professional, and Bryan G. Laverman, a CFP professional. Each member of our team brings unique expertise and a passion for helping others achieve financial freedom.
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