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.

Lori Sims

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Education

University of Florida

Overview

Taxation - real estate, passthrough entities, high net worth individuals

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

Member FICPA and AICPA Conductive Education Center of Orlando - Board of Directors, Treasurer/ Finance Chair