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.


MBA, The University of California-Los Angeles; BA, journalism, The Pennsylvania State University.


More than 10 years' experience in health care business valuation, including analyses and report content for valuation, calculation, and compensation engagements.

Particular expertise in writing and editing consulting reports, part of a 30-year career focused on business communications.

Experience in developing proposals for professional services for health care, government, and other industries.

Upcoming speaking engagements

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Resources and event materials

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In the community

church cantor, St. Francis of Assisi Parish, Norristown, PA, and St. Helena Parish, Centre Square, PA.