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.
LaSalle College, Philadelphia, PA - Bachelor of Science in Business Administration (Accounting Major) magna cum laude with General College Honors, 1978
LaSalle University, Philadelphia, PA - Master of Business Administration (Finance Concentration), 2010
Served as an Adjunct Instructor of Accounting in LaSalle University's graduate and undergraduate programs (Intro Accounting, Managerial Accounting, Auditing)
Membership organizations, higher education, social service organizations. Having worked 20 years as a CFO for privately held companies in a number of different industries and served in a number of governance leadership roles, I have an ability to bring expertise that is both broad and deep to bear on client service opportunities.
In the community
Eagle Scout; Member of Troop 109 BSA since 1967; Executive and Advisory Board member Cradle of Liberty (formerly Philadelphia) Council BSA 1988-2003; Elected Auditor, Lower Gwynedd Township, PA since 2001; Republican Committeeman, Lower Gwynedd Township since 2004; Past Master Mozart Lodge No. 436 F&AM; Past President LaSalle College Alumni Association; Past Board Chair Libertae, Inc. (operates a Half-Way House for female Alcoholics); Founding Board member and former Treasurer of the Montgomery County Child Advocacy Center (Mission Kids); Board member, Ambler Rotary Club