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.

Education

CPA- licensed in Texas and North Carolina

CFE - Certified Fraud Examiner

CIA - Certified Internal Auditor

CGMA - Chartered Global Management Accountant

Overview

More than 30 years expereince in Public Accounting, Consulting, Advisory,  Industry, and Entreprenuership

International Business Development, Global Operation and Finance Senior Management,  Strategy Creation and Execution, Management Advisory, M&A

Joint Venture, Strategic Alliance, and Channel Creation and Management, Organizational Improvement

Governance, Global Compliance (FCPA, SOX, etc.), ERM, Due Diligence, Fraud Investigation and Prevention, Forensics, Internal Audit

Fluent Italian - commercial, financial

Past Board Director and Advisor to Offshore Holding Co.

Past Board Member non-Profit organization, and School District

Upcoming speaking engagements

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Resources and event materials

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In the community

Financial Executives International

National Association of Corporate Directors - Carolinas & Research Triangle Chapters