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.
BA Accounting, Carthage College
I started with Clifton Gunderson back in 2010. I focus my time in our Private Client Tax group, providing a variety of services for high net worth individuals including gift, trust, estate and complex individual tax preparation, planning, and research. I also work extensively with our Agribusiness and Cooperatives group providing specialized tax services for farm service/supply cooperatives and utilizing my private client background to help farm producers effectively manage their taxes and plan for succession/transition.
Upcoming speaking engagementsView More
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In the community
Member of AICPA, WICPA & NSAC. Volunteer Instructor with Junior Achievement of Wisconsin and Treasurer of Cornerstone Bible Church of Portage, Inc.