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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Neil is a principal in our banking practice. He has more than 25 years of experience in the banking industry, which includes nine years of experience in the private sector. His private industry experiences range from cashier to chief financial officer, however, his strengths are in both the operations and lending areas of community banks.
Neil has led some of the firm’s largest bank external and internal audit and FDICIA engagements. Neil also assists clients with other projects, which include merger and acquisition transactions and capital planning.
In addition, Neil contributes to CLA’s financial institutions blog.