Planning Staff

 

 

Tony Kubien, AIF® - Owner & President

Tony began his financial services career began with Morgan Stanley where he trained in Livonia, Michigan, as well as New York City. Over the past 19 years, he has helped thousands of clients with their retirement and investment planning. "Our staff prides itself on providing excellent customer service and Harvest Partners Financial has grown into one of the largest independent financial planning firms in Southeastern Michigan with over $100 million in assets under management. On a personal note, I am a happy husband and father. And I love to relax by reading, gardening, and spending time with my family!"

 

David White, AIF® - Founder of
Harvest Partners Financial
 

David has been helping people to accumulate, insure and manage wealth for over 30 years. He holds a bachelor of science degree from Wayne State University and has a passion for education. David is well versed in both federal emplyee benefits as well as the Social Security system, making him a popular speaker at community and senior centers thoughout Michigan.

 

 

 

 

Gregory Genter, AIF® - Senior Partner

Greg believes that financial planning is a process, not a product.  His faith is important to his practice and he is the author of the popular program “Financial Planning with a Biblical Foundation.”  Greg is heavily involved in our community and serves on the Board of Directors for the Southern Wayne County Regional Chamber of Commerce.  He is also a member of the National Exchange Club which focuses on community service and child abuse prevention programs. 

 

 

 

Lawrence H. Hyzer, AIF® - Senior Partner

Larry has been in the financial services industry for 20 years and joined the Harvest Partners Financial team in November of 2000.  He places a strong focus on the client relationship and defining goals.  Larry has lectured to the National Association of Active & Retired Federal Employees.  He is well versed in Federal benefits and the Social Security system.  Larry has been married for 43 years and resides in the Allen Park community with his wife, Charlene.  He is passionate about family, his four children, and his congregation.

 

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Andrew Grimston, AIF® - Senior Partner

Andrew takes great care when planning and investing for his clients. His focus is on portfolio management and educating new and existing clients on investment strategies. Andrew attended Michigan State University where he received a Bachelor's Degree in Economics, with a specialization in business. Prior to joining Harvest Partners Financial in 2010, he began his career at Prudential Insurance Co. Andrew enjoys spending time in Northern Michigan, traveling the country to visit family and friends, and playing golf.

 

 

Leah Morse - Director of Operations

Leah directs all administrative operations at Harvest Partners Financial.  She has worked in the financial services industry since 2004.  Prior to working in financial services, Leah taught school and enjoyed helping her students reach their highest potential.  She is actively involved in her church and enjoys working at their food pantry.  Leah will ensure that your transition to our practice goes smoothly and that you receive great service once you are here.

 

Brett Logan - Director of Client Services

Brett provides reliable customer service and audits all trading activity to ensure accuracy. He joined Harvest Partners Financial in 2005 while still attending college at University of Michigan Dearborn. Brett graduated with a degree in Finance and Business Management. He is an avid hockey player and sports fan and is active in his church. Brett enjoys spending time with his wife and their four beautiful daughters.

 

Allison Lardie - Administrative Assistant

Allison is responsible for making sure that your assets quickly and safely transfer from one investment company to another. She is also a licensed insurance agent and enjoys assisting clients with Medicare questions and enrollment. She is a proud mother and wife and is very involved with her congregation.

 

Shiehern Kubien - Administrative Assistant

Shiehern (pronounced: she-her-nn) is responsible for helping process your transfer paperwork. She moved from Malaysia to the United States in 2009, and became an American citizen in 2015. Shiehern speaks five languages. Shiehern is also a happy wife and mother who loves to do yoga. 

 

Maria Fuller - Receptionist

Maria has been an important part of the Harvest Partners Financial family since 1995. Having been assigned various responsibilities over the years, her current position as the office receptionist is one that she enjoys most. Whether it's making sure your call gets to the right person, setting your next appointment or even getting you a cup of coffee when you come in to visit, Maria strives to make your contact with our agency a pleasant one.

 

Sigma Financial Corporation - Case Planning

Sigma Financial Corporation, our broker/dealer, and Sigma Planning Corporation, a registered investment advisor, have a first-class Case Planning Department that is committed to assisting  Harvest Partners Financial with helping our clients improve their long-term financial success. The deparment includes over a dozen dedicated professionals with deignations such as Certified Financial Planner (CFP) and Certified Public Accountant (CPA).