A friendly, caring group of people with more than 100 years of combined experience.
Marc HennFounder & PresidentOffice 513-779-3030 ext. firstname.lastname@example.org
Marc is a Certified Financial Planner Practitioner (CFP®) and has been assisting family office and wealth management clients for almost thirty years. He is affiliated with the College for Financial Planning (CFP® certification) and Financial Planning Association (FPA). He is also a Financial Industry Regulatory Authority Arbitrator, a member of the American Numismatic Association and a former member of the National Association of Forensic Economics and Economics Center for Education and Research. Marc is a 1990 graduate of Purdue University with a Bachelor of Science in Economics. Marc has a passion for educating and planning for the next generation. Besides assisting his clients through planning, he regularly speaks with various groups of all ages to educate them on planning and investing. He is actively involved with his church, and enjoys the fullness of life that comes from spending time with his wife and five daughters.
Paul BurgdorfSenior Vice PresidentOffice 513-779-3030 ext. email@example.com
Paul spent the first ten years of his professional career at Procter & Gamble in research and development. He then moved into consulting as a Director at Ipsos North America for six years, working with many Fortune 500 companies. He joined Harvest in 2009 to expand the marketing and operational capabilities of the company. Paul earned a M.B.A. from Xavier University in 1998. He graduated summa cum laude with a Bachelor of Science from Western Kentucky University in 1991. Paul serves on two boards – a nonprofit sports ministry and a local government organization – and is a member of the American Marketing Association. Outside of work, Paul’s days are filled with his wife and four kids, church activities, outdoor adventures and entrepreneurial interests. He also enjoys getting back to the family farm whenever possible.
Bruce MasonSenior Vice PresidentOffice 513-779-3030 ext. firstname.lastname@example.org
Bruce graduated from Michigan State University in 1993 with a Bachelor of Science in Economics. In 2001, he earned a M.B.A. from the University of Cincinnati. Bruce joined Harvest Advisors in 2008 as Vice President and is primarily responsible for originating research and investment recommendations based on Harvest’s strict investment discipline. Prior to joining Harvest Advisors, Bruce worked for twelve years as a financial planner, research analyst and portfolio manager at Haberer Registered Investment Advisor. Away from the world of investments, Bruce is an avid photographer (both digital and film) and likes to spend time outdoors with his family.
Monica DwyerVice PresidentOffice 513-779-3030 ext. email@example.com
Monica Dwyer is a Certified Financial Planner® Practitioner and Certified Divorce Financial Analyst™ with over fifteen years of experience. She is affiliated with the Financial Planning Association (FPA). Monica is a 1992 graduate of the University of Cincinnati with a Bachelor of Science in Marketing and Management and Certificates in Spanish and International Business. Monica has a passion for educating and planning for widows, divorcees and those planning for college or retirement. She also provides financial guidance to help divorcing couples find solutions to complex property division. She volunteers as a Financial Planner for Family Reach, an organization that helps families impacted by cancer. She spends her free time with her husband and five children.
Shelley Reinhart-PurdinClient Service SpecialistOffice 513-779-3030 ext. firstname.lastname@example.org
Shelley began her financial career in 1990 and joined Harvest Financial Advisors in 2016. She brings over fifteen years of professional experience to her position as Client Service Specialist and is a Notary Public appointed by the State of Ohio. Prior to joining Harvest, Shelley was a team member of First Financial Bank’s Trust Department where she assisted high net worth clientele with their money management needs and most recently worked for PNC Bank as a Branch Service and Sales Representative, assisting clients with a variety of financial needs. In her free time, Shelley enjoys spending time with her three daughters.
Stacey GraeserOffice AdministratorOffice 513-779-3030 ext. email@example.com
Stacey began her career working as a receptionist at Prudential Bache Securities, before joining UBS Financial Services to work in the Operations department as Branch Service Associate for fourteen years. She joined Edward Jones in 2015 as the Branch Office Administrator, and then joined Harvest in 2018 as Office Administrator. She also is a Notary Public appointed by the State of Ohio. Outside of work, Stacey enjoys spending time with her daughter and volunteering. She is also an assistant varsity cheerleading coach at Miamisburg High School.