CLA Wealth Advisors Honored With Five Star Wealth Managers Award
Nicholas Houle, Tony Hallada, Michael McConnell, John Gustavson. Not pictured: Dudley Ryan.
Minneapolis — January 4, 2013 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), a wholly owned subsidiary of the accounting firm, CliftonLarsonAllen LLP (CLA), is pleased to announce John Gustavson, Tony Hallada, Nicholas Houle, Michael McConnell, and Dudley Ryan have been named Five Star Wealth Managers by Twin Cities Business magazine. Less than four percent of wealth managers in the market earn the award.
“I am thrilled to see five of our professionals have been honored with this award and are being recognized for their unique capabilities and commitment in serving the complex needs of our clients,” says Gordy Viere, chief executive officer of CLA. “John, Tony, Nicholas, Michael, and Dudley are in a category of their own in regards to experience and ability to service families and closely held business owners.”
Two-year winner Gustavson, a principal with CLA Wealth Advisors, has more than 25 years of accounting and financial services experience. He is a member of the firm’s investment committee and specializes in financial planning and investment strategies to high net worth individuals, business owners, and professionals. Gustavson is a CPA, CERTIFIED FINANCIAL PLANNERTM practitioner, Personal Financial Specialist (PFS), and Chartered Financial Analyst (CFA). He is also a registered investment advisory representative and a licensed life and health insurance agent.
Hallada has more than 22 years of experience in the financial services industry. He serves as the chief executive officer of CLA Wealth Advisors and as a member of the firm’s investment committee. Over the course of his career, Hallada has specialized in investment banking, investment management, and institutional fixed incomes sales. He is an Accredited Investment Fiduciary®, securities brokerage principal, and a licensed life and health insurance agent. Hallada received his bachelor’s degree from the University of Wisconsin – Madison and is a graduate of the University of the Minnesota Carlson School of Management Executive Program. This is his second time being recognized as a Five Star Wealth Manager.
Three-year winner Houle, a private client tax partner with CLA, has more than 35 years of accounting and financial services experience. He specializes in financial planning, income and transfer (gift and estate) tax planning, and tax compliance for high net worth individuals and their families. Houle holds a Master of Taxation degree and is a CPA.
McConnell, a partner with CLA Wealth Advisors, has more than 35 years of experience in public accounting and serving business owners, families, and individuals in managing their wealth. As a CPA and CERTIFIED FINANCIAL PLANNERTM practitioner, he focuses on providing investment management, estate planning, financial planning, insurance solutions, business succession planning, and sell-side investment banking services. This is McConnell’s third time being recognized as a Five Star Wealth Manager.
Ryan, a partner with CLA and two-year Five Star Wealth Manager, has 33 years of accounting and financial services experience. He specializes in advising closely held businesses and their owners on a variety of tax policies related to ongoing business operations, entity selection, as well as transactional, personal, and succession planning issues. Ryan received his bachelor’s degree in business administration from Drake University, his Juris Doctorate from William Mitchell College of Law, and is a CPA.
Nominees of the Five Star Wealth Manager award were identified through research with peers and firms, including a survey conducted by Five Star Professional. Nominated wealth managers who fulfilled evaluation criteria — such as client retention rates, credentials, minimum five years experience, and favorable regulatory and complaint history review — were named 2013 Five Star Wealth Managers.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC, an SEC Registered Investment Advisor, offers private wealth advisory services, including wealth management and investment planning; strategic financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on nearly $3 billion in total client assets. According to Accounting Today’s 2012 “Wealth Magnets” report, CLA Wealth Advisors is listed sixth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms. CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned subsidiary of CliftonLarsonAllen LLP, one of the nation’s top 10 certified public accounting and consulting firms delivering assurance, tax, and advisory capabilities.
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,400 people and 110 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.