Dan McKenna is the Managing Partner at Harvest Wealth Partners, where he continues a 30-year family legacy. A CFA® charterholder and graduate of Taylor University, he specializes in investment strategy, portfolio design, and managing wealth for high-net-worth families, leveraging a decade of prior investment consulting experience.
Deeply committed to his familys business, Dan is passionate about serving as a steward for his clients wealth with the same care he would for his own. He recently experienced the significant milestone of purchasing his first home, giving him a personal perspective on major financial decisions.
He returned to his roots to lead the family business his father founded in the early 1990s.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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