Our team is here for you.
In order to provide the highest level of quality service and communication possible, Harvest Financial has assembled 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.
Founder & Financial Advisor
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...
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...
Connie was born and raised here in Napa. She recently joined the Harvest Financial team as the Operations Assistant. She is your point of contact for any requests regarding your accounts. She works in conjunction with the advisors and...
Sales & Marketing