Overview
Michael (Mike) is a Director at CliftonLarsonAllen Wealth Advisors, LLC (CLA) and has over 10 years of experience working with families and business owners. He offers holistic financial planning and investment advisory services to individuals and families with high net worth.
Mike is dedicated to helping his clients achieve their personal and financial goals with clear and effective strategies that reduce the uncertainty and stress of planning for the future and retirement.
Mike became part of CliftonLarsonAllen Wealth Advisors in June 2016. Before this role, Mike offered assurance, tax and consulting services to private companies and individuals with CliftonLarsonAllen LLP.
His current role involves a variety of skills and knowledge in these areas:
- Financial planning
- Cash flow and expense analysis
- Retirement planning
- Estate tax strategies
- Insurance and risk management
- Tax planning
Education
• Bachelor of Arts in accounting from the University of St. Thomas in St. Paul, MN (2011)
• Master of Science degree in accounting at the University of St. Thomas (2012)
• CERTIFIED FINANCIAL PLANNER® professional
• FINRA Series 65, 63, and 7 licenses
In the community
• American Institute of Certified Public Accountants
• Certified Public Accountant in the state of Minnesota