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.

Kelly Davis


Bacholer of Science - Accounting, The College of St. Catherine


Firm lead on Employee benefit plan consulting services Employee Benefit Plan Tax, ERISA and compliance matters Affordable Care Act - Employer Plans Executive compensation, 457 Plans, 409A compliance, welfare plans, fringe benefits Employee benefit plans in Mergers / Acquisitions

Speaking engagements


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In the community

Chair AICPA Employee Benefit Plans Tax Technical Panel AICPA Healthcare Reform Tax Task Force Western Pensions Benefits Council - Phoenix Chapter