Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Harlow Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Danny Harlow

President, Advisor

Danny is the president and chief compliance officer for Harlow Wealth Management, a Registered Investment Advisor. Danny began working in the financial services industry in 1973 and is well versed in financial, estate and tax-planning topics and strategies.

Danny is a member of Insurance industry, Ed Slott Elite Advisor, and the Million Dollar Round Table.  Danny is a Life Underwriter Training Council Fellow (LUTCF®) with the Life Underwriter Training Council, an insurance training agency, and has kept up to date on trends in the financial services industry by attending industry educational workshops. Danny is the primary host for “The Harlow Wealth Retirement Hour,” which airs every week on local talk radio stations. He has also been featured in Newsweek magazine as one of America’s premier experts in financial planning and has been a special guest discussing retirement planning on the Brian Tracy television show.

A longtime resident of the Pacific Northwest, Danny is married and enjoys spending time with his grandchildren and playing golf.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners, and no endorsement of Danny Harlow or Harlow Wealth Management is stated or implied.

chris

Chris Harlow, CPA

Vice President, Advisor

Chris Harlow uses his IRS experience to help clients craft their financial strategies for retirement.

After graduating from college, Chris got his start in the industry working for the IRS. Over the next 10 years, 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.

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.

Chris has passed the Series 65 securities exam; 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, Faithie and Christian, and a Goldendoodle, Bentley.

Roger Cross-Advisor

Roger CrossAdvisor

Dan Erickson, CPA, CFP-Advisor

Dan Erickson, CPA, CFP® Advisor

Jamie Cross-Director of Operations

Jamie CrossDirector of Operations

Esther-Executive Assistant

EstherExecutive Assistant

Julie Memarian-Accounts and Operations

Julie Memarian Accounts and Operations

Penni Wampach-Client Experience Specialist – Vancouver

Penni WampachClient Experience Specialist – Vancouver

Nicola Stringer-Client Experience Specialist – Clackamas

Nicola StringerClient Experience Specialist – Clackamas

Tamee Baffaro-Client Services & Operations Assistant

Tamee BaffaroClient Services & Operations Assistant

Elaine Mercer-Marketing

Elaine MercerMarketing

Ready to take The Next Step? - Harlow Wealth Management

Ready to take
The Next Step?

 

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or give us a call at 800.782.2136