Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

Bachelor’s of science, accounting and finance, Minnesota State University - Mankato

Overview

Over 22 years serving Plan Sponsors and their employee benefit plans. Audit and consulting for single, multiple-, and multiemployer employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, training funds, 11K filers and other tax-exempt organizations.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants AICPA Employee Benefit Plan Audit Quality Center Executive Committee, current member; AICPA Employee Benefit Plan Expert Panel, former member; International Foundation of Employee Benefit Plans member; International Society of Certified Employee Benefit Specialists and local chapter member; Minnesota Society of Certified Public Accountants