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.
BA Taylor University, 1990
2016 Leadership Development Series graduate – A CLA leadership training program., nonprofits, outsourcing, religious organizations, churches, associations, missions, political organizations, community foundations, PACs / 527s
Systems: QB, QBO, Intacct, MIP, ACS, Shelby, Financial Edge, Bill.com, Tallie, Xero, Bloomerang, eTapestry
In the community
Christian Leadership Alliance, Indiana Society of Association Executives, Warner Press audit committee, Indiana Philanthropy Alliance audit committee, Team World Vision Indianapolis leadership team