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
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 Harlow Wealth Management, 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) and insurance agent holding his Series 65 and life insurance licenses, a CERTIFIED FINANCIAL PLANNER™, and a Certified Public Accountant (CPA).
Prior to joining Harlow Wealth Management, he worked with the Internal Revenue Service (IRS) as a revenue agent for over four years where he audited partnerships, S-Corporations, C-Corporations, Trusts, Sole Proprietorships, and various abusive tax avoidance transactions.
Dan holds business degrees from University of North Texas (Marketing) and Portland State University (Accounting).
Dan is married and...
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 Harlow Wealth Management, 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 Instructor...
Damian Ornani (CRD# 4122498) is the CEO of Fisher Investments, a $100 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...
Adam Sommers (CRD# 2969821) is an Investment Advisor Representative and is the founder of Sommers Financial Management, the only Independent, Fee-Only Fiduciary advisor in Columbia County, Oregon. He has over 13 years of experience in the finance industry, with a background in accounting.