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.

Education

Youngstown State Unviersity, accounting major.

Certified public accountant.

Accredited senior appraiser in business valuation.

Finra Series 82, private securities offerings.

Overview

Business valuation, investment banking, business brokerage, M&A transaction assistance, purchase price allocations, litigation support, divorce financial support, marital property valuation, stock option valuation, closely-held business tax support, individual income tax support.

 

 

Upcoming speaking engagements

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Resources and event materials

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