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.

Katherine Lund


University of Washington, American Institute of Banking, Series 7, A&H Insurance


16 years retail banking and 11 years wealth advisory

Upcoming speaking engagements

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Resources and event materials

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In the community

Active member Hope Lutheran Church