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.
University of Wisconsin - BBA, Accounting and Marketing
Financial institutions - Financial statement audits, including audits of SEC banks and related filings. M&A consulting and ALLL accounting (including CECL), internal audits (including SOX and FDICIA implementation) and SSAE 18 engagements.
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In the community
Appointed member of AICPA Depository Institutions Expert Panel since 2006 which interacts regularly with SEC, OCC, FDIC, FRB and NCUA. Frequent speaker on accounting topics at national banking conferences.
Faculty member for University of Wisconsin Graduate School of Banking.