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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bachelor’s of science in business/marketing, University of Phoenix, March 2005
I've been with CLA since September 2002, while I have supported the firm in various functions, from the local Arizona offices in all marketing to public relations for the firm's construction/real estate niche; an interim proposal manager for the Mid-Atlantic region; and the interim marketing manager for the Colorado office, and several other special projects. My superpowers currently lie in the areas of proposal writing; proposal/marketing risk management; Callahan’s Peer to Peer; CRM process and reporting, as well as local and regional marketing activities.
In the community
Past-President, Tucson American Marketing Association (2016-2017)