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.


Temple University (1989) - Bachelor of Science in Business Administration, Major in Accounting


Certified Public Accountant - Area of Concentration in Non-Profit Tax, with Corporate Tax experience

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, Past President of Bucks County Estate Planning (2000)