A Team of Experts
Professionals to support you in the world of retirement plans.
To accomplish this, we have enlisted a team of experts, and retirement plan advisors, who fulfill a variety of roles. Including Investment Management, Retirement Plan Consultation, Participant Education Programs, ERISA Law, Fiduciary Oversight, Compliance, and Participant Investment Advice.
Chef Investment Officer
Tim oversees our day to day investment management operations.Read More
Director of Retirement Plans
Mike serves as a consultant for plan sponsors and their advisors.Read More
Director of Financial Education
Steve works with Sponsors to bring specific education programs to plan participants.Read More
Director of Operations - CCO
Fred monitors our operations and ensures that all work is done within compliance specification.Read More
Andy handles all legal matters regarding ERISA law, including aiding in DOL investigations.Read More
Director of Trading
John oversees all investments and trading for portfolios and 401k Plans.Read More
Our Fiduciary Advisors
Retirement plan advisors you can trust to help you.
Our Fiduciary Retirement Plan Advisors service Plan Sponsors and their Plan Advisors to interact directly with Plan Participants, in delivering investment advice according to the fiduciary standard.
Darren Veracruz, ESQ, RF
Darren has years of experience in consulting individuals and business owners on investments and retirement planning. In 2016 he became a licensed Investment Advisor Representative, providing individuals with fee based investment advice. Darren complies with the new DOL Fiduciary Rule.
In 2016 Darren became a Registered Fiduciary, which certifies that he understands fiduciary guidelines, duties, and the liabilities as a co-fiduciary within a 401k plan. Darren is is trained to work with participants of a 401k Plan, as a Fiduciary Advisor, to provide investment advice, which is solely in their best interests.
Insurance KO || 347-404-0793 || firstname.lastname@example.org
As a member of the Harvest Fiduciary Advisors Group, I fully embrace my role to serve you without conflicts of interest. While other firms are just trying to comply with the new rules and will ask you to sign a contract allowing them to have conflicts of interest and continue to sell you 401K products that are often deemed as prohibited transactions. We at Harvest put in writing and sign a Fiduciary Oath to always uphold the Fiduciary Standard and work in your Best Interest. The fiduciary standard is the gold medal standard of the financial services profession.
I look forward to the role of serving you as a business owner and your employees in the capacity of a fiduciary. We at Harvest and 401K ActiveWatch believe that this is foundational in each of our relationships.
Harvest Investment Services, LLC || 630-613-9230 || Luke@harvestinvestmentservices.com www.harvestinvestmentservices.com
Anna Dujan, CLTC, RF
Anna has over 11 years of experience in the financial industry. She first became a Long Term Care Consultant in 2004, and then a Registered Representative in 2005. Over the years she has also received her series 7 license and a general principal’s license. Anna loves working with those who are entering into retirement soon, or are already in their retirement. Anna enjoys working with families and has vast experience in the areas of long term care, financial planning, investment planning, medicare supplement coverage, even medicate asset and estate planning matters.
Harvest Investment Services, LLC || 630-613-9230 || email@example.com
Kristine Witherow has been advising clients for over 19 years in the financial industry. She thoroughly enjoys guiding her clients through the maze of options available to them. She enjoys facilitating the process of helping achieve their goals & objectives whether that be a secure retirement or funding their children’s education some day.
Camp Hill, PA.
Harvest Investment Services, LLC || 717-253-4701 || firstname.lastname@example.org
Bob has started, grown and sold several businesses and has been in the financial services business for 30 years. “I have learned from both my successes and mistakes. My goal now is to help others, by learning about their particular needs and goals and then provide unbiased advice and solutions that will address them. I have tried to become and be the financial planner that I would have liked to have helped me.”
For business planning Bob provides a wide range of extensive business services. He provides advice and solutions to increase the value of your business, improve employee morale, and prepare for sale or succession.
Telesis Sales Group || 408-946-7300 || email@example.com
Franklin J. Garcia, LUTCF
Frank has been in the retirement and insurance business for over 20 years. Frank is licensed in Life/Health Insurance as well as Property & Casualty. In 1996, Frank established InsuranceKO as a way to increase the efficiency and quality of service to the clients and friends that Frank has enjoyed helping throughout his 29-year career.
Frank is also affiliated with the following organizations: Member of National Association of Insurance and Financial Advisors; member of Fullerton, Brea, and Hispanic Chambers of Commerce; a member the board of the Orange County Financial Society, and am a member of BNI (Business Network International).
InsuranceKO || 714-224-4100 || firstname.lastname@example.org
James Good, CFP
James has over 20 years of experience as a Financial Advisor, he has gained extensive knowledge and experience in the areas of investment management, insurance planning, intergenerational wealth transfer, and retirement planning. He has committed as a Fiduciary Advisor to up holding the “Fiduciary Standard” over the “Suitability Standard”…Read More
Camp Hill, PA.
Wealth Development Council, LLC || 717-774-7200 || email@example.com
Brian was in full-time ministry doing financial counseling with people within his church for 25 years. He believes a person’s financial health is as important as all the other areas of their life. To be a good steward of ones resources demonstrates wisdom and courage in the face of our over-spending/indebt culture.
Brian connected with Harvest Investment Services at the beginning of 2015. With Brian’s heart for people and Harvest’s passion to be a financial fiduciary, the combination became a perfect fit. Brian has always functioned under the belief that “What is best for the client, is what is best for all.”
Los Angeles, CA.
Harvest Investment Services, LLC || 951-684-0211 || firstname.lastname@example.org
Dennis Prost, RF
Dennis has over 25 years of consulting individuals on investments and retirement as a Certified Financial Planner. During his career, Dennis has embraced the “Fiduciary Standard”.
In 2014, Dennis became a Registered Fiduciary which certifies that he understands fiduciary guidelines, duties and liabilities as a fiduciary for a 401k Plan. Dennis is trained to work with plan participants as Fiduciary Advisor, and to provide investment advice solely in their best interests…
Harvest Financial Services, LLC || 248-619-6050 || email@example.com
Wendy West-Krauch, RF
Wendy has over 18 years of consulting individuals on investments and retirement planning. Since 2000, she has been an Investment Advisor Representative providing individuals with investment advice based on the “Fiduciary Standard”.
In 2014, Wendy became a Registered Fiduciary, which certifies that she understands fiduciary guidelines, duties and liabilities as a Fiduciary within a 401k plan. Wendy is trained to work with plan participants as a Fiduciary Advisor, and to provide investment advice solely in their best interests…
Siepert West Financial Consulting, LLC. || 815-787-7657 || firstname.lastname@example.org
Kenneth J Wilkinson
Ken is a well-known authority with extensive training in the matters of business and personal financial consulting and estate planning issues. He is a frequent speaker and trainer at major financial institutional meetings. In the past three years Ken has conducted education and certification classes for CPAs, Attorneys and other financial professionals. He is the founder of Spectrum Synergy Group, LLC, an advisory and consulting firm consisting of a Synergistic Team of CFPs, Actuaries, Attorneys and other strategic relationships. Ken has over 35 years experience in the financial services industry.
Spectrum Synergy Group, LLC || 925-743-1678 || email@example.com
As a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has twenty five years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance Services provides innovative and cost-effective Insurance/Risk Management and Financial Services solutions for privately held business owners and their employees.
His company offers Life/Health, Retirement, Key Executive and Estate/Exit Planning Services to privately held businesses and their employees. His company’s mission is to develop and preserve both the physical (i.e. health ) and financial assets of his clients and their employees so that they can enjoy their retirement years and leave a lasting legacy for future generations.
Westlake Village, CA.
James L. Wisdom Insurance Services || 805-497-9264 || firstname.lastname@example.org