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.


BBA in Accounting, James Madison University MST in Taxation, American University


20 years experience in Tax Consulting and Compliance for Nonprofit organizations, including tax reform provisions,  healthcare, higher education, trade associations, public charities, and private foundations, focusing on good governance and unrelated business income

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