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.

Mark Trittschuh

  • Principal
  • CLA Oak Brook
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

MIami University (OH) - Bachelor of Science in Business Administration, Finance major

Overview

25 years in the financial services industry including positions at Citibank, Merrill Lynch, Morningstar, KPMG Investment Advisors 2015 and 2016 Five Star Wealth Advisor - Recognized as a 2015and 2016 Five Star Wealth Manager by Chicago Magazine and Five Star Professional

Upcoming speaking engagements

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Resources and event materials

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