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