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.
Baylor University - BBA, Accounting Major - 1984
Recent Past Experience: Manufacturing, Construction Contractors, Credit Unions, Buying Coops, Nonprofits (Associations, Churches, VHWO, Labor Unions, Schools, Foundations), Retirements Plans (Limited Scope, Full Scope, DC and DB), Country Clubs, Small Business, Reviews and Compilations.
In charge of prior firms' quality control section from 1991 to 2015. Oversaw our eight peer reviews with unmodified opinions each time.
In the community
AICPA, TSCPA, Fort Worth Chapter - CPA's, Past Treasurer of my Church and School several times.
On the TSPCA Peer Review Committee since July 2011.