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.


Youngstown State Unviersity, accounting major.

Certified public accountant.

Accredited senior appraiser in business valuation.

Finra Series 82, private securities offerings.


Business valuation, investment banking, business brokerage, M&A transaction assistance, purchase price allocations, litigation support, divorce financial support, marital property valuation, stock option valuation, closely-held business tax support, individual income tax support.



Upcoming speaking engagements

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Resources and event materials

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