Meet The Harvest Group Team

On Your Side With Sound Advice

Our advisory team helps clients manage their financial life with a focus on wealth in transition, whether through retirement, the sale of a business, inheritance, divorce, or any other life event that requires complex planning. The combined knowledge and experience of the team provides effective stewardship by guiding clients to achieve their objectives and protect their wealth.

Roger Ingwersen

Managing Partner, Senior Wealth Management Advisor

CFP®, CIMA®, CRPC®

Meet Roger

Laurie Ingwersen

Managing Partner, Senior Wealth Management Advisor

CFP®, CRPC®, CDFA™, CEPA®, CBC

Meet Laurie

Tim Mazanec

Wealth Management Advisor

MPAS®, CFP®, CMT®, CRPC®

Meet Tim

Roberta Ambrosi

Manager, Chief Compliance Officer

AAMS

Meet Roberta

Matthew Montella

Financial Analyst

Meet Matthew

Lauren Garofalo

Senior Client Service Assoociate

Meet Lauren

Isabella Tizzano

Client Service Associate

Meet Isabella

Learn More About Us

Our History

Raised on a working farm in the Midwest where the harvest season is celebrated by the farm family as a culmination of hard work, teamwork and planning.

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Our Solutions

As a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, we are dedicated to working with individuals and families to help them achieve their financial objectives.

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Our Insights

Visit our Harvest Talks Channel for informative videos about the financial matters that impact your families and businesses.

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Meet the Team