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.

Dave Phillips

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Bachelor’s of science, accounting, University of Nebraska, Omaha, Nebraska


Dave has worked on numerous nonprofit audit and consulting engagements throughout his more than 30 years in public accounting and devotes a substantial amount of his time to governmental, higher education, and nonprofit clientele.

Speaking engagements


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In the community

Sienna/Francis House, Past Board Member Knights of Columbus Credit Advisors Foundation Metropolitan Pima Alliance St. Mark Catholic Church