CliftonLarsonAllen Wealth Advisors, LLC

Robert Bosco is a CFP® with 17 years of experience in the financial industry. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016 and serves as a Principal of the parent firm, CliftonLarsonAllen LLP. Outside of his advisory role, Bosco is involved in community arts and nonprofit organizations, including serving on the board of the Orlando Shakespeare Theater and as Treasurer of Central Florida Community Arts, as well as Vice Chair of the Gracia B. Livingston Foundation. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Scott Brubaker is a CFA® charterholder with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2022 and previously worked at Hayashi & Wayland Investment Services, LLC for nine years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Dylan Mc Garthwaite is a CFP® with three years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and several firms across legal and industrial sectors. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, and institutions. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Brian Bevan is a CFP® with 17 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2024. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 15 years. Outside of his advisory role, Bevan serves on the Finance Committee of Scouts BSA, engaging in accounting, fundraising, and administrative activities. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Tatum Uecke is a CFP® professional with nine years of experience in financial advising. She has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2019 and previously at Hantz Financial Services. CliftonLarsonAllen Wealth Advisors, LLC serves a diverse client base including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm focuses on strategic asset allocation using model portfolios composed of mutual funds and ETFs, and integrates wealth, tax, estate, and insurance services through its Private Client Services model.

Nicole Gronholz is a CFP® professional with seven years of experience in financial advising. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that include mutual funds and ETFs, combining both active and passive strategies with oversight from an Investment Committee.

Ryan Baumbach is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise and Commonwealth. CliftonLarsonAllen Wealth Advisors offers wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with oversight from an Investment Committee.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Brian Kleist is a CFP® professional with 21 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors, LLC since 2017 and previously spent seven years at RUSSELL Investments. Outside of his advisory role, he and his wife own and manage residential rental properties. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, incorporates both active and passive strategies, and offers integrated planning through its Private Client Services model.

Andrew Hengst is a CFP® professional with 28 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds Series 63 and Series 66 licenses and is based in Appleton, WI. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Sarah Jensen is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, combining active and passive strategies, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Craig Ruffolo is a Certified Financial Planner® with 26 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2016. The firm provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios, combining active and passive investment vehicles, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Melissa Nunez is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 14 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining CliftonLarsonAllen, she worked at Redw Stanley Wealth Advisors and Redw Stanley Financial Advisors. She is also a Principal of CliftonLarsonAllen LLP, the parent firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, with oversight from an Investment Committee, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals within its parent organization.

Nathan Woessner is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to joining CliftonLarsonAllen, he worked at Haskell's Inc. for eight years. He holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using model portfolios composed of mutual funds and ETFs, with active and passive management overseen by an Investment Committee, and offers integrated planning through its Private Client Services model.