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/professional involvement • Bachelor of Arts degree in accounting • Horticultural degree • Certified Public Accountant in Washington • Member of American Institute of Certified Public Accountants • Member of Washington State Society of Certified Public Accountants
Technical expertise • Tax preparation • Tax planning • Entity structuring • Succession planning for ownership and key employee transitions • Research experimentation tax credits • Outsourced CFO & controller • Business risk management analysis • Business negotiations, litigation, and mediation
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Civic organizations • Wenatchee Rotary Club (Treasurer) (Past President) • Young Life • Word retreat leadership team