Gottlieb, Flekier & Co., P.A. Joins CliftonLarsonAllen
Kansas City, Kansas — December 1, 2015 — Gottlieb, Flekier & Co., P.A. joins professional services firm CliftonLarsonAllen (CLA), effective December 1, 2015.
“We talked to some smaller firms that wanted to act like a large firm,” says Gottlieb Flekier Partner Steve Flekier. “We wanted a large firm that acted, operated, and functioned as a small firm.”
Retaining the personal service and approach clients receive today is critical. At the same time, broadening the capabilities and resources available to meet clients’ needs is consistent with the commitment the Gottlieb Flekier team has always carried for its clients.
“It will be business as usual,” adds Gottlieb Flekier Partner Jerry Gottlieb. “With a lot of upside.”
Shared values are essential. When a team is united around one priority — to bring clients the capabilities they want and need, when they need them — everyone benefits.
“Clients trust us to help solve their problems and reach their dreams,” says CLA Chief Practice Officer Terry Enger. “Jerry, Steve, Danielle, and the entire team’s character and approach provide a strong, consistent CLA presence in Kansas. ”
For 30+ years, the Gottlieb Flekier team has served clients across a spectrum of size and industry. They bring significant experience in real estate, construction, retail, and manufacturing, as well as capabilities including litigation support, audit, accounting, estate planning, and tax.
Jerry Gottlieb, Steve Flekier, and Danielle Bordman will continue to lead the Overland Park, Kansas office, establishing a CLA position in Kansas.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.