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...
Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration. The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory."
Patrick Huey, Owner & Principal Advisor,...
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...