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.

Scott Davis

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Illinois State University, Bachelor of Science in Finance, Minor in Accounting
College For Financial Planning, Master of Science in Finance
CFA Institute: CFA Program


Financial Planning, Investment Management, and many other aspects of personal wealth management.

Speaking engagements


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In the community

Echelon Peoria (Affiliate of Salvation Army)
University of Illinois Extension, Money Mentor Program
Illinois State University Young Alumni Board