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.

Education

Indiana University, Bloomington, IN - B.S. in Accounting

Overview

Patti is a Signing Director in CLA's Private Client Tax Services group.  Patti has over 20 years of experience, specializing in tax professional services to high net worth individuals and related family groups such as tax return preparation and tax planning in the areas of individual, trust, gift, private foundation and partnership taxation.

Upcoming speaking engagements

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Resources and event materials

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In the community

AICPA, Indiana CPA Society The Children's Museum of Indianapolis Planned Giving Committee