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

BA in Accounting and Legal Studies in Business from The University of St. Thomas, St. Paul MN - 2006 Graduate School of Banking - Boulder, CO - 2014

Overview

Joshua Juergensen is a principal with CLA. He works with banks and credit unions nationwide, managing audit engagements, directors’ exams, external loan file reviews, internal audits, and other consulting services.

Joshua also contributes to CLA’s financial institutions blog.

Upcoming speaking engagements

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Resources and event materials

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