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.
• Bachelor’s of science, accounting from the University of Arizona, Tucson, Arizona
Since 1988, Gregory has provided professional services with an emphasis in tax, accounting, and business and personal financial management and planning. His clients include high income/high net worth individuals and their closely-held businesses. Greg frequently coordinates his services with the services of the client's attorney, banker, investment advisor, business appraiser, or insurance advisor in overlapping matters.
In the community
• Certified Public Accountant in the state of Arizona
• American Institute of Certified Public Accountants
o Tax Division
• Arizona Society of Certified Public Accountants
• California Society of Certified Public Accountants
• Arizona State Board of Accountancy
o Tax Practice Review Committee
• Southern Arizona Estate Planning Council