HARVEST FINANCIAL ADVISORS - Key Persons
Job Titles:
- Client Service Specialist
Abigail received her Bachelor of Science degree in Business Management from Lee University in 2017. She began her career in the financial industry with Fifth Third Bank where she worked in mortgage post-closing, providing quality assurance reviews to ensure the accuracy of all loans. She joined Harvest in 2020 to enhance client communications. Abigail is a detail-oriented, client-focused professional, and she is a Notary Public for the state of Ohio. Abigail has many interests outside of work including refurbishing furniture, the outdoors-especially the beach, and spending time with her family and friends.
Andrea is a Michigan native, where she attended the University of Michigan in Ann Arbor and graduated in 2008 with a Bachelor of Arts in English Literature. In 2012, Andrea moved to Cincinnati and now calls this area home. She has a background in business-to-business and advertising sales, office administration, and office management. She is also a Notary Public appointed by the State of Ohio. Andrea started at Harvest in 2021, where she is looking forward to having a positive impact on the company and its clients. Andrea's passions include her faith, doing various activities with her husband and kids, and spending time cooking and being outdoors.
Job Titles:
- Service Advisor
- in 2023 As a Service Advisor
Ben joined Harvest Financial Advisors in 2023 as a Service Advisor. After spending the first nine years of his professional career serving clients at the Social Security Administration, he decided to pursue serving others through finance. Ben was certified as a Ramsey Solutions Financial Master Coach and has been in the finance industry for the last five years, most recently as a financial associate with Thrivent. Ben graduated in 2010 with a Bachelor of Science in Business Administration from Milligan University. Time outside of work is spent with his wife and two children, enjoying sports, and spending as much time as possible in the great outdoors.
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.
Job Titles:
- IT Administrative Assistant
Dana is originally from "Show-Me State" of Missouri and moved to Ohio in 2013, making the Cincinnati area her home. She graduated in December 2023 with her associate degree in information technology. Dana started at Harvest in August 2023 and is excited to grow her career here. Her goal is to serve as a key technical asset supporting various IT projects and extending the capabilities of the firm. Outside of working at Harvest, Dana enjoys spending time with family, traveling, and going to concerts.
Job Titles:
- Vice President, Wealth Advisor, Naples Office
Gaye has over 27 years of consulting with financial advisors and working with individuals, families, businesses, and foundations. Gaye graduated from the University of Tennessee at Chattanooga in 1983 with a Bachelor of Science in Business Administration. In 2018, after being blessed to be able to raise her three sons, she began pursuing her passion once again to provide financial services to high-net-worth clients. Gaye is located in the Naples, Florida office. She spends her free time as an advocate for 100 Women of Talis Care, on the tennis courts, with her husband at the baseball field watching her son pitch for the AAA Cubs or in Tampa with her new grandson.
Heather is an Ohio native and attended Wright State University where she decided to pursue a career in office administration. She has twelve years of experience as an office manager with an extensive background in operations related to scheduling, procurement, bookkeeping, and training. Heather is a Notary Public for the state of Ohio. She is very organized and likes to make sure everything is running smoothly. She joined Harvest in 2022 and is excited to help clients reach their goals. Outside of the office she enjoys photography, being outdoors, hiking and spending time with her family.
Job Titles:
- Certified Financial Planner
- Vice President, Wealth Advisor
Joy Schlie is a Certified Financial Planner® Practitioner with over 20 years of experience, and she is affiliated with the Financial Planning Association (FPA). Joy is a graduate of the University of Cincinnati with a Bachelor of Arts in Organizational Communication, and she is a Xavier University Alumni graduating with her MBA in 2004. Joy has a passion for educating and planning with small business owners and individual families. In her free time, Joy enjoys spending time with her husband and three children. She is actively involved in regular sports activities with her family and friends, gardening, reading, and Bible study.
Marc Henn - Founder, President
Job Titles:
- Founder
- President
- Certified Financial Planner
Marc is a Certified Financial Planner Practitioner (CFP®) and has been assisting family office and wealth management clients for over 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.
Job Titles:
- Vice President
- in 2023 As a Financial Planner
Matt joined Harvest Financial Advisors in 2023 as a financial planner. Prior to joining Harvest, he worked for over 16 years in the financial services industry in private wealth management and on the institutional side. Matt is a 2000 graduate of Xavier University with a Bachelor of Arts in Communications. Additionally, he graduated with an M.B.A. in Finance from Xavier University in 2006, and he is also a 2010 graduate of Northern Kentucky University with a Master of Accountancy. Outside of the office his interests are college football, attending concerts, and catching up with family and friends.
Job Titles:
- Certified Financial Planner
- Vice President, Wealth Advisor
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.
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. Over the years, Paul has served 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, ministry opportunities, and outdoor adventures. He also enjoys getting back to the family farm whenever possible.
Job Titles:
- Client Service Specialist II
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.