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About Us

Your Napa Valley Financial Advisors: Chal Daniels & Matt Farley

Have you heard the expressions, "Two heads are better than one" or "Many hands make light work?"  That is how the Harvest Financial Team works for you.  Chal and Matt team up to provide advice, and Crystal and Connie work to keep Chal and Matt organized.

The Harvest Financial team understands that your individual financial situation is unique and deserves an equally unique approach designed to put you on track to achieving your financial goals.

Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.

Chal Daniels

Founder & Financial Advisor

(707) 257-7281

(707) 255-6045

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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Frank Stahlschmidt

Insurance Representative


Frank received his bachelors degree in journalism from the University of Missouri. He has lived in Northern California since 1976. Over the past many years, Frank established and built two extremely large Insurance and financial...

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Jimena Escudero

Client Service Associate

(619) 269-4059

Jimena Escudero attended Bowdoin College in Maine, where she graduated with her Bachelor’s degree in Philosophy. Jimena is based out of San Diego, and enjoys exploring all areas of southern California. Outside of work, Jimena...
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Lily Turner

Administrative Assistant


Lily works to keep us on schedule. She will be calling to set up review appointments and follow up on projects we are working on. Lily will be doing a lot more once Chal figures out how this remote thing works. If her voice sounds like...
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