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.
• Masters of Business Administration, Drake University, Des Moines, Iowa
• Bachelor of Accountancy, Accounting, Graceland University, Lamoni, Iowa
• Manages audits, internal audits and Sarbanes Oxley compliance for financial institutions with assets of up to $1.5 billion.
• 14 years of experience with audit and accounting services for financial institutions
• Consulting experience includes providing loan review, FDICIA, HUD, SBLF, SOX, internal audit, and operational review services for financial institutions
• Experienced with overseeing multi-bank charter engagements
• Knowledgeable in the area of policy and procedure review and recommendation
In the community
• American Institute of Certified Public Accountants
• Certified Public Accountant in the state of Iowa, California, Washington, and Wisconsin
• Iowa Society of Certified Public Accountants
• Young Professionals Connection with the Greater Des Moines Partnership
• AIB College of Business adjunct professor and Accounting Advisory Committee Member