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Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look below to learn more about our team!

  • Chal_web Chal Daniels

    Founder and Senior Advisor

    Chal is a financial planner and the founder of Harvest Financial, LLC, a Registered Investment Advisor. A native of Marin County, Chal earned an undergraduate finance degree and a Masters in Business Administration from Santa Clara University. His professional experience began with financial positions in the wine industry. In 1994, Chal began practicing financial planning in Napa.

    Chal's philosophy emphasizes carefully getting to know his clients and their objectives via a thorough interview process. Accordingly, our approach requires personal contact throughout each year. His listening and communication skills enable him to ask the right kinds of questions, and he is forthright and honest when it comes to providing answers.

    Chal and his wife Nani have five children. He is a member of the Napa Chamber of Commerce and the National Association of Insurance and Financial Advisors. He is also the President of the Volunteer Center of Napa Valley.

    Chal is a Registered Principal with First Allied Securities.

  • Pc050003 Tim Horton

    Financial Consultant

    After Tim completed his BS in Business Administration from CSU Sacramento in 1990 he began his 15 year career as a financial consultant. He takes a conservative approach focusing on individual needs to obtain long term financial goals. Tim is a 5th Generation Napan, married 14 years to Roxanna and they have a 12 year old daughter Kathleen. Tim is a member of Elks, Native Sons and ICF and is interested in hunting, fishing, camping and anything outdoors.

    Tim is a Registered Representative with First Allied Securities.

  • Joefischer02 Joe Fischer

    Employee & Executive Benefits

    Joe is an independent financial advisor based in Napa Valley. He is primarily focused on assisting business owners and individuals with financial planning, employee benefits, insurance and investments.

    His undergraduate and graduate degrees are both in business. Immediately after attending business school in Seattle Washington, Joe focused his attention on building and developing a number of horticultural businesses in the Northwest, the Midwest, and most recently on California’s central coast. Prior to that, Joe worked with numerous small businesses, helping with financial, marketing and business planning issues. Joe is also trained in business valuations.

    He has claimed Napa as his home since April, 2000.

  • Chris Chris Butler

    Service Assistant