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’s of science (summa cum laude) in accounting from Florida Southern College
Practice experience has included providing accounting and assurance services to clients in a variety of industries including agriculture, financial services, manufacturing, benefit plans, and not-for-profit entities.
A frequent speaker on subjects related to accounting, assurance, and professional ethics, I have been recognized as an outstanding discussion leader in each of the past eleven years by the Florida Institute of Certified Public Accountants.
In addition to being a Certified Public Accountant (CPA), I achieved the Certified Fraud Examiner (CFE) designation in 1994, the Certified Management Accountant (CMA) designation in 1988, and the Chartered Global Management Accountant (CGMA) designation in 2012.
In the community
American Institute of Certified Public Accountants
o Past member, PCPS Technical Issues Committee
o Past member, Auditing Standards Board Technology Issues Task Force
Florida Institute of Certified Public Accountants
o Continuing Education Committee
o Mega CPE Conference Planning Committee
o Past member and chairman, Peer Review Acceptance Committee