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.
Mary Lu graduated from Northwest Nazarene College with a BA in accounting. She is a member of the American Institute of Certified Public Accountants and is licensed as a CPA in Washington and Idaho.
Mary Lu has been a practicing certified public accountant for over 25 years. She enjoys consulting with business clients concerning retirement plans, compensation planning and succession planning.
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In the community
She is a past president of the Boise Estate Planning Council, having served on its board of directors from 2005-2009. She has served on several non-profit boards including the Boise affiliate of Komen for the Cure and CREW (Commercial Real Estate Women) Idaho.