About Our Firm

We established Harvest Financial and Insurance Services with the goal of serving the total needs of our clients, whether individuals or groups. From employee benefits and insurance to estate and investment planning, our diverse team has the experience and resources required to develop an integrated and comprehensive plan to fit your unique situation.

With a combined experience of over 100 years in three distinct practice areas 1) Financial Planning and Investment Management, 2) Employee Benefits and Retirement Plans, and 3) Property and Casualty Insurance, the principals and associates of Harvest Financial have cultivated the knowledge and relationships to provide an unparalleled level of service and client support.

By building relationships based on trust and mutual respect, we will continually provide you with the broadest range of products and services to meet your financial and insurance needs. We believe in long-lasting client relationships that will endure beyond the next transaction, through the next generation and beyond.