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.
Bachelor of Business Administration in Finance Minor in Computer Applications, Summa Cum Laude Graduate of the University of Notre Dame
Extensive experience in financial consulting engagements and business valuations. Business valuation for purchase price allocations, goodwill impairment testing and the purchases and/or sales of businesses. Financial institution valuations - loan portfolios, CD investment, time deposits and core deposit intangibles.
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In the community
Accredited Senior Appraiser, American Society of Appraisers