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.

Jackie Montalvo

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Education

Bachelor’s of science in accounting from Florida Gulf Coast University, Fort Myers, Florida

Overview

• State and local government • Commercial • Nonprofit entities • Employee benefit plans

Speaking engagements

Upcoming

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Recent

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Resources

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