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.


Bachelor of Science in Business Administration - Webber International University Master of Business Administration - Florida Southern College


Over 16 years of experience in public accounting concentrating in the areas of estate, gift and trust taxation

Upcoming speaking engagements

View More

Resources and event materials

View More

In the community

2nd Vice-President of The Estate Planning Council of Polk County Former Treasurer of Read Polk, Polk Arts Alliance and Camp Fire USA Sunshine Council Graduate of Leadership Lakeland, Class XXIX