Team

Image of The Harvest Group full teamThe 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.

Image of Roger Ingwersen
ROGER H. INGWERSEN, CFP®, CIMA®, CRPC®
MANAGING PARTNER – FOUNDER SENIOR WEALTH MANAGEMENT ADVISOR
Todd Ingwersen
TODD M. INGWERSEN, CFP®, CIMA®, CEPA®
MANAGING PARTNER SENIOR WEALTH MANAGEMENT ADVISOR CHIEF INVESTMENT STRATEGIST
LAURIE E. INGWERSEN, CFP®, CRPC®, CDFA™
MANAGING PARTNER SENIOR WEALTH MANAGEMENT ADVISOR

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 their financial goals.


Roberta Ambrosi
ROBERTA AMBROSI, AAMS
BRANCH MANAGER
Alden Whitman
ALDEN WITMAN, CFP®
WEALTH ADVISOR, RELATIONSHIP MANAGER
Matthew Montella
MATTHEW MONTELLA
JUNIOR FINANCIAL ANALYST
Thomas Willard
THOMAS WILLARD
SENIOR CLIENT SERVICE ASSOCIATE
LAUREN GAY
DIRECTOR OF FIRST IMPRESSIONS

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