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Team

When you become a client of Harvest Financial, you will work directly with the Owner and Founder, Chal Daniels. Chal is personally involved in every aspect of planning for your financial future. 

Our team is here for you.

In order to provide the highest level of quality service and communication possible, Chal surrounds himself with an amazing team. Our team understands that in addition to our financial management experience, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look below to learn more about us.

 

Chal Daniels

Founder & Financial Advisor

(707) 257-7281

(707) 255-6045

cdaniels@rr.firstallied.com

Chal is a Financial Advisor, as well as the Founder of Harvest Financial, LLC, a Registered Investment Advisor serving the people of Napa Valley. A native of Marin County, Chal earned an undergraduate finance degree and a Masters in...

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Tim Horton

Financial Consultant

(707) 257-7281

(707) 255-6045

Tim is a Financial Consultant with Harvest Financial. After he completed his Bachelors of Science degree in Business Administration from California State University, Sacramento in 1990, Tim began his career as a financial consultant....
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Hannah Paoli Loftus

Marketing Assistant

707-257-7281

707-255-6045

Originally from Pennsylvania, Hannah recently relocated to Napa and now serves as the Administrative & Marketing Assistant here. Hannah’s focus is on communication with clients, whether that’s through phone calls, emails,...

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Doris Martin

Planning Assistant

707-257-7281

707-255-6045

dmartin@1stallied.com

A St. Helena native, Doris is Harvest Financial’s newest team-member. As an Administrative Assistant here, Doris helps maintain Chal’s calendar and is your point of contact for scheduling any kind of appointment. Doris is...

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