Andy has spent eleven years working with clients of CliftonLarsonAllen. Andy worked for two years serving small business and individual clients with Audit and Tax services, while obtaining his CPA license. Andy has spent the last nine years working with individual families providing financial planning, investment advisory, and risk management/insurance services. Andy is committed to providing a high level of client service and always doing what's right for his clients.
Andy has broad knowledge in all areas of financial planning, including: Retirement, Estate and Income Taxes, Investments, and Risk Management/Insurance. Andy also has specialized knowledge in Social Security and IRA distribution planning.