OUR LEADERSHIP
Chris is the CEO of Harlow Wealth Management. Before joining the firm, Chris got his start in the industry, working for the IRS. Over his 10 years there, he gathered valuable knowledge about the tax code and received his CPA license. It was then that he decided to pursue his lifelong goal of working with his father and joined Harlow Wealth Management in 2013.
Chris’ past experiences have instilled in him a dedication to guiding clients through tax and retirement strategies. He believes wholeheartedly in trust-based relationships and brings this conviction to his planning practices and uses his IRS experience to help clients craft their financial strategies for retirement.
Chris has passed the Series 65, the NASAA Investment Advisers Law Examination; holds life insurance licenses in Washington, Oregon and Arizona; and has his certified public accountant (CPA) license. He graduated from Pacific Lutheran University.
Chris defines his interests as God, family and golf. He and his wife, Martta, have three children, Gracie, Faith and Christian, and two dogs, Bentley and Brutus.
Dan uses his financial and tax knowledge to help clients find financial independence, helping them use their investment accounts and income sources as tools to focus on what they enjoy most in life.
Dan began his career as a small business auditor at the IRS. It was there he developed the skills that he would later use to help individuals and families plan their retirement. After leaving the IRS, Dan joined Harlow Wealth Management, where he works hard every day with clients, creating financial strategies to help them realize their dream retirement. He loves seeing his clients able to focus on what’s important in life: friends and family, not money.
Dan has passed the Series 65, the NASAA Investment Advisers Law Examination, and holds life insurance licenses in Oregon and Washington. He is also a CERTIFIED FINANCIAL PLANNER® professional and a certified public accountant (CPA). Dan graduated from the University of North Texas with a degree in marketing and Portland State University with a degree in accounting.
In his free time, Dan enjoys spending time with family and friends. He and his wife, Catherine, enjoy their active lives with their son and daughter.
Levon’s work in marketing began over 20 years ago in Australia where his first job was in FinTech. He then went on to work in New Zealand for an agency before returning home to the US where he has spent the bulk of his career in a number of industries with a high emphasis on marketing. Levon’s primary areas of experience include branding, customer experience (CX), digital strategy and content marketing. Levon holds a Bachelor of Business Management with a Major in Marketing from the University of Queensland in Australia. His current hobbies include gardening, roasting coffee and supporting the Portland Timbers.
Mats was born and raised in Sweden and moved to the United States after a year as an exchange student in California. He has 25 years of experience in wealth management firms and mutual fund companies. His expertise is mainly in trading, operations and technology, but he also has some compliance experience.
Mats lives in Vancouver with his wife and two sons. He loves to adventure around the Pacific Northwest in his quirky right-hand-drive Japanese import van, taking photos and drone video of what he explores. He also enjoys riding mountain unicycles with his wife and volunteers for Silver Star Search and Rescue out of Camas.
Luke comes to Harlow Wealth with 15 years of professional experience in financial services. He has been exposed to many facets of the financial industry, from banking to investments to financial technology. He brings a strong background in financial operations and project coordination from companies of varying size and complexity. He is also experienced in providing clients with a quality service and support, and looks forward to working directly with the community he resides in.
Originally from Roseburg, OR, Luke spends most of his free time in Vancouver with his wife, and their two pets, Lola and Mojo. He is formerly an active musician/singer, performing everything from rock to jazz, and has plans to get more involved with music in the near future. He's also an avid sports fan, loves a good road trip, and enjoys spending time with family and friends.
OUR ADVISOR TEAM
At Harlow Wealth Management, we are committed to acting in your best interests, with several members of our team upholding professional licenses and certifications.
Wealth Management With a Tax Planning Advantage
Two senior advisors maintain Certified Public Accountant (CPA) licenses.
CERTIFIED FINANCIAL PLANNER® Professionals
Several team members have obtained the CFP® certification.
Government Experience
Two senior advisors are former IRS agents.
Watch our founder, Danny Harlow, explain how these qualifications — our Triple Distinction — help set us apart from other financial advisors.
Aaron brings over a decade of experience in financial services to Harlow Wealth Management. Using his background in investment management and financial planning, Aaron is passionate about helping clients achieve their unique personal and financial goals.
Aaron is a CERTIFIED FINANCIAL PLANNER®, and has passed the Series 65, the NASAA Investment Advisers Law Examination. He takes pride in his work as a fiduciary acting in the best interest of his clients. Graduating from the University of Washington with a degree in psychology, he incorporates an individualized approach and knowledge of behavioral finance in his work as an advisor to help his clients focus on and achieve what is most important to them in their lives.
Aaron lives in Portland where a typical day involves tending to his vegetable garden and his daily walks with Romeo, his Great Pyrenees. He enjoys spending time with friends and family, traveling, camping, fishing, diving, and anything else that gets him outdoors in the beautiful Pacific Northwest.
Alex’s dedication to his clients is matched only by his enthusiasm for life, making him a trusted and dynamic partner in their financial journey. As a CERTIFIED FINANCIAL PLANNER® professional at Harlow Wealth Management with experience in asset management and financial planning, Alex assists his clients in identifying and achieving their retirement goals, leveraging his extensive background in banking and financial services.
Alex’s journey began with a bachelor’s degree in psychology from Washington State University, followed by an MBA from Western Governors University. His unique background in psychology and finance allows him to deeply understand his clients’ concerns and develop strategies that align with their retirement goals.
Residing in Vancouver, Washington, Alex cherishes quality time with friends and family. His passion for travel and the outdoors fuels his adventures, as he loves exploring new places and creating unforgettable memories with his loved ones.
John is a Vancouver native who served overseas in the U.S. Army during Desert Storm. He earned his bachelor’s degree from Embry-Riddle Aeronautical University and started his career as a network systems analyst at Texaco. He eventually joined the Federal Aviation Administration in California as an air traffic controller and was lucky enough to finish up his 29-year career with the FAA at Portland International Airport. John brings 30+ years of experience in business and operations management, technology, and finance. He loves interacting with people and is passionate about serving others and helping them find meaning and purpose in retirement. John has passed the Series 65, the NASAA Investment Advisers Law Examination.
John lives in Vancouver with his wife and four children. He enjoys coffee, coaching youth sports, playing golf, good board games and spending time with his family. John’s family serves actively in their church and community and have traveled on several mission trips to Madagascar, Dominican Republic and most recently Nicaragua.
Born and raised in Vancouver, Tommy joined the Harlow family in December of 2022.
Tommy is a graduate of Pacific Lutheran University with a Bachelor of Business Administration concentrating in finance. At PLU, Tommy was a member of the Regents’ Investment Fund, a student organization managing a large portfolio endowed by the university, where he was appointed president his senior year.
Tommy earned his MBA at Binghamton University in New York where he graduated with a concentration in leadership and consulting from their SOM program.
Tommy has experience playing college and professional baseball, including at the D1 level for Binghamton University. He has played professionally with the Great Falls Voyagers of Montana to go along with his multiple seasons as a member of the Portland Pickles. He also holds a life and disability insurance license and has passed the Series 65, the NASAA Investment Advisers Law Examination.
Alice is our dedicated female advisor; she is passionate about working with women and empowering them through their current and future financial success. She takes the time to truly get to know her clients and their families and learn what is most important to them. In doing so, she gains a thorough understanding of their whole financial picture and how she can help. Alice knows that empathy, integrity, and kindness are integral and some of the most valuable qualities which a Financial Advisor can possess. After some of her own personal experiences, this is subject which is very near and dear to her heart.
Alice has a unique background, she grew up in Sydney, Australia and is also bilingual, she speaks Russian. She currently holds three professional designations: Chartered Retirement Planning Counselor, Accredited Asset Management Specialist and Accredited Wealth Management Advisor. She will soon be studying for the Certified Financial Planner designation. Alice currently lives in North Portland with her Corgi; whose name is Pierogi. In her time outside of work, she enjoys culinary events, hiking, travelling and architecture.
OUR operations team
