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.
BBA University of Wisconsin-Whitewater
Assurance principal and consultant with over 30 years of experience. Also designated as a Certified Fraud Examiner. Active in many national and state cooperative and agribusiness organizations.
As the Agribusiness and Cooperative (ABC) Managing Principal for CliftonLarsonAllen, I have the pleasure of leading over 100 other professionals with agribusiness and cooperative experience across the United States. With over 5,000 agribusiness and cooperative clients, we have a wide range of talent and expertise available to meet our client's needs.
In addition to our client service roles, we believe that it is important that our team members give back to the industry that we serve. To accomplish that, we are actively involved in a wide array of local and national ABC industry organizations. We provide many seminars and presentations to various groups throughout the year as relates to estate, tax and retirement planning, wealth management, business operations and best practices, internal controls, cooperative tax, accounting, consulting and financial statement sessions, fraud prevention and detection, and a host of other topics that can relate to individuals and the various forms of the ownerships structure used by our clients.
I work to help the organizations I serve to achieve their goals by providing proactive solutions and recommendations to meet their needs.
Specialties: Audit, tax and consulting issues related to agribusiness and manufacturing environments. Particular emphasis on cooperative organization's audit and taxation issues.
In the community
National Society of Accountants for Cooperatives (NSAC)
National Council of Farmer Cooperatives (NCFC)
Wisconsin Institute of CPA's
Minnesota Society of CPA's
Michigan Association of CPA's
American Institute of CPA's
Association of Certified Fraud Examiners Church Committees
Fort Atkinson High School Alumni Foundation
Fort Atkinson Chamber of Commerce