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.
Bachelors of Business Administration - Accountancy concentration - University of Notre Dame, Notre Dame, Indiana 1982 Masters of Science in Taxation - Walsh College, Troy, Michigan 1995
34 years of Public Accounting Experience with local, regional and national CPA and Professional Services firms -- 21 years in Detroit area serving Automotive Suppliers and their executives in the areas of assurance and taxation -- 13 years in Southwest Florida advising Small to Medium manufacturing, distribution and Professional Service organizations, High Net Worth individuals, and Estates and Trusts in taxation compliance and planning.
In the community
Former Finance Committee Member of Collier County, Florida Economic Development Council Board Member - Notre Dame Club of Greater Naples 2005 - Current