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.
Northern Illinois University
My passion is helping business owners achieve their goals, both now and in future transition events. I enjoy working with business owners to evaluate value drivers and strategies for reducing risk and increasing business value leading to the development of a transition plan.
For the last 17 years I have had the opportunity to value businesses in many industries for value growth, transaction, gift and estate tax planning and filings, litigation and financial reporting purposes. Each business is unique! Learning the story of a business is one of the most rewarding aspects of valuing businesses.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
AICPA ABV Credential Committee, Chair of the ABV Exam Task Force, Board of Directors Presence Covenant Medical Center, Champaign Rotary Treasurer