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.
Graduated with a Bachelor of Science degree in accounting from St. Cloud State University.
Specializes in auditing employee benefit plans including defined contribution (401(k), 403(b), profit sharing, money purchase pension, employee stock ownership), defined benefit and health and welfare plans. Also consults on matters surrounding ERISA regulations that govern employee benefit plans.
In the community
Member of the America Institute of Certified Public Accountants (AICPA), and the Minnesota Society of Certified Public Accountants (MNCPA). Active member of the MNCPA and sits on various task forces including the Employee Benefit Plans Audit Review Task Force which assists other Minnesota CPA firms in ensuring they meet the ERISA and DOL financial reporting requirements for all types of employee benefit plans. Also an active volunteer for Junior Achievement, and previously sat on the Board of Directors for the St. Cloud area Junior Achievement.