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.
Bachelor of Science in Business Administration - Webber International University
Master of Business Administration - Florida Southern College
Over 16 years of experience in public accounting concentrating in the areas of estate, gift and trust taxation
In the community
2nd Vice-President of The Estate Planning Council of Polk County
Former Treasurer of Read Polk, Polk Arts Alliance and Camp Fire USA Sunshine Council
Graduate of Leadership Lakeland, Class XXIX