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

Speaking engagements


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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