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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Sanford, Baumeister & Frazier Joins CliftonLarsonAllen
Dallas/Fort Worth — September 1, 2015 — Sanford, Baumeister & Frazier, LLP (SF&F) joins professional services firm CliftonLarsonAllen (CLA), effective September 1, 2015.
“Our goal has always been to help keep businesses successful and families prosperous,” says SB&F Managing Partner Rick Baumeister. “We do that by offering excellence, skill, and breadth of experience — wrapped in a highly approachable style.”
Enduring relationships and a commitment serving the needs of clients today and in the future fuel both firms. Because of this, CLA is modeling a new approach to serving clients. When a client has a need outside the bounds of the service it receives today, the client isn’t passed to another department to start over and explain history, goals, and experience. Every person is committed to bring clients the capabilities they want and need, when then need them, drawing in trusted team members to deepen expertise as appropriate.
“We have been approached in the past to join other firms and our answer was always, ‘no,’ because there wasn’t a cultural fit,” says SB&F Partner Allyson Baumeister. “CLA is different.” Each office is empowered to decide how to best serve clients, and is supported with resources from across the country.
“It may sound simple,” says CLA Chief Practice Officer Terry Enger. “However, CLA’s culture of impact is the reason we are agile enough to serve clients of all sizes and locations, and, at the same time, bring an unparalled depth of capabilities to them, all in one place.”
SB&F’s team of 50, alongside CLA’s 60+ professionals in Dallas, establishes a strong presence in the Dallas/Fort Worth area. Together, they are committed to doing what’s right by clients, and connecting clients to the right resources, at the right time.
Rick Baumeister and Allyson Baumeister will assume leadership roles in CLA’s Dallas and Fort Worth offices, respectively.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.