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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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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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Elizabeth Keplinger

Operations Assistant

707-257-7281

ekeplinger@1stallied.com

Elizabeth is originally from Ohio. She graduated from Mary Baldwin College in Staunton, Virginia with a degree in Studio Art. She has a background in Administration with small boutique businesses. She and her family moved here to Napa...

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Matt Farley

Assistant to the Advisor

707-257-7281

mfarley@1stallied.com

Matt was born and raised in a small town in Utah called Spring City. Right before high school, he and his family moved to Eagle River, Alaska. After high school, Matt returned to Utah to attend college. After graduating from Utah...

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