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.
M.B.A. with nonprofit management emphasis from the University of St. Thomas B.S. in Accounting from Northwest Missouri State Univerisity Certified Public Accountant
I work with nonprofit organizations across the country to assist them in: - improving clarity and accuracy of financial reporting to better inform board and managerial decisions - reorganizing finance and operational departments for increased productivity, autonomy, and efficiency - providing market research and proven practices to challenge the status quo and revitalize nonprofit operations - performing financial analysis and benchmarking to highlight or support key issues and trending concerns - planning for their organizational and financial future I provide value-added services to clients in a variety of nonprofit sub-industries: -foundations -education institutions (K-12 and higher ed) -associations -social service organizations -religious organizations -arts and culture organizations
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
- Clare Housing Board Member, Asset Management Committee Chair and former Treasurer: Twin Cities Social Service providing sustainable housing and supportive services to people with HIV and AIDS - Social Justice initiatives at the Basilica of St. Mary and Our Lady of Grace Catholic Churches