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.A. Business Administration Concordia University, St. Paul, Minnesota
For more than 30 years, I've dedicated my career to providing business and financial solutions to the firm’s clients through its business lines: audit, tax, consulting, outsourcing and wealth advisory. I've served in the following roles:
- Private Sector Associate, Senior, Manager and Principal
- Health Care - predominantly Senior Living - Principal and Managing Principal
- Managing Principal - Charlotte office
- Chief Practice Officer - Industries
- Chief Strategy Officer
- Board member
In my current role, I support the industry and service leaders operating in four sectors of our economy – private sector, public sector, health care and financial institutions. Over the years, my health care experience has encompassed strategic planning, feasibility studies, operational and performance improvement, implementing system redesign, and other organizational change for local and national post-acute and senior living providers.
In the community
Professional: AICPA, NCCPA, HHFMA, Senior Living: NAHC, LeadingAge, AHCA Personal: Riley's Catch (Board member), Friends of Kijabe (Board member), Elevation Church (Finance & Expansion team)