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