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.
BS in accounting from Illinois State University
Guide all services to Financial Institutions in WI. Services include consulting, auditing, tax, internal audits, regulatory compliance and IT security assessments. Consulting includes mergers and acquisitions, strategic planning, and risk assessments.
In the community
Active members of Community Bankers of Wisconsin and Wisconsin Bankers Association. Past Middleton Chamber president. Currently involved in Town of Middleton Plan Commission and Finance Committee.