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 his children 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.

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.

 

Team Members

Roberta Ambrosi

Roberta Ambrosi, AAMS

Branch Manager

844-996-3300

781-996-3344

Matthew Montella

Matthew Montella

Financial Analyst

844-996-3300

781-996-3344

Lauren Gay

Lauren Gay

Director of First Impressions

844-996-3300

781-996-3344

Tim Mazanec

Tim Mazanec, MPAS®, CFP®, CMT®, CRPC®

Wealth Management Advisor

844-996-3300

781-996-3344

Dick Lown

Dick Lown

Consultant & Relationship Manager

844-996-3300

781-996-3344