Our Story

Family

The Harvest Group

As a family team of Certified Financial Planners, our goal is to help you and your family succeed in preserving your wealth and achieving your financial objectives. Roger Ingwersen grew up on his family farm in Iowa. His family celebrated the harvest season as a time where their labors and team work came to fruition. Roger knew this exemplified the financial process he instilled in Todd and Laurie and was the ideal way to help other families as if they were his own.

We think of ourselves as part of your extended family. Working collaboratively, we strive to address your current needs, goals and objectives for the generations to come. Your family’s future is our priority.

Managing Partner – Founder
Senior Wealth Management Advisor

Roger H. Ingwersen, CFP®, CIMA®, CRPC®

For over four decades, Roger has specialized in meeting the unique financial needs of the affluent investor.  Roger is a Certified Financial PlannerTM practitioner, CFP®, a Certified Investment Management AnalystSM, CIMA®, and a Chartered Retirement Planning Counselor, CRPC®.  His goal is to provide sound, unbiased advice that seeks to deliver consistent performance, with minimal risks for clients.

Born and raised in Iowa, Roger holds a bachelor’s degree in business administration from the University of Iowa and a master’s in economics from Brown University.  He retired from the United States Navy Reserve as a Lieutenant Commander.

Roger and his wife, Deborah, live in Natick, MA, where they enjoy golf and spending time with their grandchildren.

Managing Partner
Senior Wealth Management Advisor
Chief Investment Strategist

Todd M. Ingwersen, CFP®, CIMA®

Todd is a Managing Partner, a Certified Financial Planner™ Practitioner, CFP®, a Certified Investment Management Analyst, CIMA®, and the Chief Investment Officer.

 As the Chief Investment Officer and CIMA®, Todd’s role is to design, execute and monitor discretion-based investment strategies.  He obtained his CIMA® certification through the Wharton School of Business (University of Pennsylvania).

Todd adheres to the CFP® professional code of ethics and provides expert planning services.  He graduated cum laude from the University of South Carolina, earning a B.S. in marketing, with a concentration in Spanish and management of information systems. He speaks Spanish fluently.

He and his wife, Florencia, live in Charlestown, MA, with their daughters, Francesca and Olivia. They enjoy travelling, skiing, golfing and spending time with family. Florencia is originally from Uruguay, South America. They frequently visit her family in Punta del Este, Uruguay.

Managing Partner
Senior Wealth Management Advisor

Laurie E. Ingwersen, CFP®, CRPC®, CDFA™

Laurie is a Senior Wealth Management Advisor and a Certified Financial Planner™ Practitioner, CFP®, a Chartered Retirement Planning Counselor, CRPC®, and a Certified Divorce Financial Analyst, CDFA™.

As a CRPC®, Laurie’s knowledge is key in assisting clients as we work with them toward a worry-free financial future.  She specializes in insurance and annuities, and can assist in all aspects of retirement and estate planning.

Given the rising state of divorce in the United States, Laurie recognized the difficulties many families face today.  As a Certified Divorce Financial Analyst™, CDFA™, Laurie forecasts the long-term financial effects of the divorce settlement.  Laurie works with clients individually or as couples, helping them to come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

Laurie and her husband, Shahram, live in Dover, MA, with their two children, Aryana and Cameron.  Laurie is active in her children’s school as a room parent.  She enjoys being a volunteer coach for her children’s activities, travelling with her family, skiing and exercising.

INTRODUCING OUR TEAM

Like an extended family, you receive support from our entire team. When you work with The Harvest Group, you benefit from the dedication and experience of our entire team. We are a family business helping families achieve theirfinancial goals.

Branch Manager

Roberta Ambrosi, AAMS

As Branch Manager, Roberta is an integral member of The Harvest Group.  She provides administrative asset maintenance, notary services and has more than 18 years’ experience in the financial services industry.

Roberta graduated from Mount Ida College with an associate’s degree and Certification in Paralegal Studies.  Roberta is an Accredited Asset Management SpecialistSM, a designation earned through the College for Financial Planning.

Roberta, a life-long Newton resident, lives with her husband Filippo.  They have 3 grown children.

Wealth Management Advisor

Alden Witman, CFP®

At The Harvest Group, Alden develops financial plans, investment research, and handles compliance issues and online services. He received his bachelor’s degree in economics from Quinnipiac University and currently resides in Natick, MA.

Junior Financial Analyst

Matthew Montella

As a Junior Financial Analyst, Matthew provides research insight and financial data analysis. He works with Todd M. Ingwersen, CFP®, CIMA® to help determine investment opportunities in prospective markets. Montella also helps maintain the information technology aspects of the firm. Montella graduated from Stony Brook University with a B.S. in Applied Mathematics and Statistics, and currently lives in Sherborn, MA.

Director of First Impressions

Janine Sistrand

Janine is our newest member of our team. As a receptionist or Director of First Impressions her responsibilities will include answering the phones, greeting clients, and assisting our team with various administrative tasks. 
Janine holds a bachelor’s degree and a Master’s degree from Fitchburg State University and has previous experience as a business owner, events manager, event assistant, and classroom teacher. She currently lives in Framingham, MA with her husband Art who has been a police officer for over 20 years. Janine and Art are the proud parents of three children; Timothy, Carolyn, and Ryan and they enjoy visiting them at their respective colleges.