Independent · Transparent · Fiduciary

The Harvest Financial Team

The Harvest Team

Michael J. Meily

ChFC®, CLU®, CASL®, RICP®

Managing Member

“When you have the right team, the right tools, and are fortunate to love what you do, and who you do it for, it never feels like work.”

David R. Baker

Partner
Investment Advisor Representative

“My mission is to serve clients with integrity and to improve their overall financial lives.”

Mark C. Pallack

Partner
Investment Advisor Representative

“It’s all about having choices and freedom.”

Donna M. Zidwick

Partner
Investment Advisor Representative

“Live each day like it’s your last. Tomorrow is not guaranteed.”

Tina Gallo

Chief Compliance Officer

“We can’t change the world unless we change ourselves.”

Ericka Melton

Director of Client Service

“We can’t change the world unless we change ourselves.”

Katherine Cole

Client Service Representative

“What? Like it’s hard?” – Elle Woods

Kimberly Thomas

Executive Assistant to Michael Meily

“To do more for the world than the world does for you – that is success.”

Aspen Miller

Receptionist/Client Service Representative

“Love others so radically they wonder why.”

Ally Haslbeck​

Client Relationship Specialist

“What would life be if we had no courage to attempt anything?”

Beth Ann Ritter

Client Engagement Coordinator
Service Representative

“I love the ability to utilize my creative ideas while getting to know the client’s needs and what matters most to them.”

Richard James

Portfolio Operations Manager

“The most important things in life are the connections you make with others.”

Sheana Glasgow-Lintz, CPA

Controller

Ready to discuss your financial portfolio?