Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
WHY CABLE HILL PARTNERS:
With more than 100 years of combined industry experience, the Cable Hill Partners team helps families of business owners, professionals and corporate executives, both locally and nationally, pursue their financial goals with thoughtful, tax-sensitive guidance. We are focused on helping our clients achieve their greatest objectives with simplicity, transparency and a disciplined process to measure their progress. Our guidance is tailored to support their current lifestyles, retirement income needs and legacy aspirations, ensuring they feel comfortable at every step of the...
Danny Harlow is the President and Chief Compliance Officer for NW Tax & Wealth Advisory Group, Inc. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies.
Mr. Harlow is a member of the National Society of Tax Professionals and the National Society of Accountants as well as two other prestigious groups in the financial industry – the Million Dollar Round Table (of which he’s considered "Top of Table") and the Ed Slott Elite IRA Advisor Group™, led by famed IRA expert Ed Slott. He is a LUTC® with the Life Underwriter...
Roger Cross has been in the financial services industry for many years, serving clients and helping them solve their greatest retirement concern-protecting their “nest egg.” Roger believes there are two aspects in financial planning: creating wealth and protecting it.
Before coming to NW Tax & Wealth Advisory Group, Inc., Roger served as District Sales Manager for GE Financial, developing the Eastern Washington, Idaho, and Montana markets before his promotion to Regional Sales Manager for the Oregon and Idaho division. In addition, he volunteered with the National Association of Health Underwriters,...
Dan is an Investment Adviser Representative (IAR) holding his Series 65 and Life Insurance licenses. Dan is also a Certified Public Accountant (CPA).
Prior to joining NW Tax & Wealth Advisory Group, Inc., he worked with the Internal Revenue Service (IRS) as a Revenue Agent for over 4 years. Dan audited businesses such as Partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietors, and also various abusive tax avoidance transactions.
These experiences have given him insight into the tax opportunities and potential pitfalls facing small business owners and individuals alike. Dan...
Chris is a Certified Public Accountant (CPA) and an Investment Adviser Representative (IAR) holding his Series 65 and Life Insurance licenses. Chris has been with the firm since 2012, is a shareholder, and is the Company Vice President.
Prior to joining NW Tax & Wealth Advisory Group, Inc., he worked with the Internal Revenue Service (IRS) as a Revenue Agent for nearly 10 years. Chris audited businesses such as Partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietors, and also various abusive tax avoidance transactions. During his time with the IRS, Chris became a Certified IRS...
Damian Ornani (CRD# 4122498) is the CEO of Fisher Investments, a $71 billion money management firm serving institutions and high net worth individuals around the world.* The firm and its subsidiaries employ nearly 2,000 people across the United States, Canada, the United Kingdom, Germany, Dubai, Australia and Japan, with further global expansion underway. As CEO, Damian oversees client service, marketing, sales, and operations globally. He speaks at client seminars nationally and is a regular contributor to various industry publications.
Damian started with the firm in 1997 and has held a...