I serve as a Senior Director at Fi3 Financial Advisors, LLC. I am the former Managing Principal of CliftonLarsonAllen in Indianapolis, (CLA) where I worked with small- to mid-sized privately held companies and their owners. I retired from CLA at the end of 2015. I bring my expertise and experience in guiding owners of privately held companies through financial complexities, including financing options, tax planning, sales and acquisitions, and succession planning to Fi3, strengthening our overall consulting talent and entrepreneurial approach to serving high net worth individual and family office clients.