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.
University of Florida, Fisher School of Accounting - Masters Degree
Over 26 years of experience, with the last 19 focused in physician practices. Practices in the tax and consulting arena and also has experience in performing GAAP audits for closely held businesses. Experience includes federal, state, and local tax compliance, tax planning, outsourcing, and consulting.
In the community
Member of the AICPA
Member of the FICPA
Board of Trustees Member - Montverde Academy, Inc.