CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. 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, more than 110 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Senior Wealth Advisor, CFP
- Phone: (715) 852-1148
- Fax: (715) 852-1101
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- 3402 Oakwood Mall Drive Suite 100 EauClaire WI 54701