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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bachelor of Science Degree in Accounting, University of Maryland University College
John is a Senior Consultant with CliftonLarsonAllen's (CLA) Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 15 years and 500 successful implementations. He has extensive experience designing and implementing solutions to transform finance and accounting operations both as a cloud ERP software implementer and a provider of outsourced finance and accounting solutions. At CLA, he manages client implementations of the Intacct accounting system and the related data migrations. He enjoys collaborating with all members of an organization to design customized solutions that meet their business and financial objectives.
Prior to CLA, he provided CFO/Controller services to a wide variety of 501(c) organizations, with a special focus on clients receiving federal awards.