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 Science in Business Administration, University of North Carolina - Chapel Hill
Private client tax
In the community
Board Chair - Florida Presbyterian Homes
Council Chair - Givewell Community Foundation
Board member - Main Street Winter Haven
Treasurer - First Presbyterian Church of Winter Haven
Rotary Club of Winter Haven
Member of the Tax and Personal Financial Planning sections of the AICPA
Florida Institute of CPA's
Estate Planning Council of Polk County
Winter Haven Chamber of Commerce