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.
*B.S. in Mathematics and a minor in Economics from University of Maryland, Baltimore County, 2003
*Accounting certificate from Carroll Community College, 2012
*M.A. in Management of Aging Services from University of Maryland, Baltimore County, 2016
*CLA Intuition for senior living organizations, including affiliations and master planning
*Actuarial studies for life plan communities, including population and cash flow projections, pricing analyses, future service obligation calculations, and amortization of entrance fees
In the community
CPA in the state of Maryland; Member of the American Institute of Certified Public Accountants; Member of the Maryland Association of Certified Public Accountants