Event Details


August 21, 2019 11 AM - 12 PM CDT




Jeffrey Servais


Jeff Servais has over 15 years of public accounting experience and is a Principal in charge of the Transaction Services practice for CliftonLarsonAllen LLP in the Midwest region.  Jeff works with a variety of clients from development stage to private multi-national companies.

  • Provides accounting and transaction structuring advice for leveraged recapitalizations, purchase accounting and, assessing quality of earnings, and GAAP accounting
  • Leads financial accounting due diligence projects for private equity investor groups and venture capital funds, primarily in the technology, communications, and manufacturing industries
  • Has experience with critiquing financial models and reviewing target companies' financial performance to identify cost reductions and/or operating efficiencies
  • Works with management teams of private equity-backed portfolio companies to complete add-on acquisitions and platform investments

William Choler


Bill is a principal with CliftonLarsonAllen with more than 34 years of accounting and consulting experience with manufacuturing, whole-sale distribution and construction clients. His experience includes financial accounting, cost accounting and rate analysis. Bill's client base includes both domestic and international Companies.

Bill leads the regional manufacturing and distribution services group and is involved with CLA's manufacturing and distribution strategic group.


Steven D. Jones

CliftonLarsonAllen Wealth Advisors, LLC

Steven has over three decades of investment management experience with expertise in all major asset classes, and specializes in asset/liability management, due diligence and asset allocation strategies. He is also involved in a broad array of projects, including risk/return modeling, investment analysis, trading/operations, compliance and client reporting. 

Steven is also an industry thought leader, having written numerous white papers on alternative investments.   Steven serves as Co-Chair of the Private Investment Committee and is a member of the Investment Committee. 

Prior to joining CLA Wealth Advisors, Steven was at Mercer-Hammond and served as Principal, Consultant and Chair of the Fixed Income Research Team. Prior to that, he worked as a Senior Wealth Advisor at LarsonAllen Financial. Prior to that, he founded and was President of Investment Solutions & Consulting, a firm that provided investment strategy and compliance advice.  Steven’s other work experience includes founder and Director of Fixed Income for Missouri Valley Partners, Portfolio Manager for Mississippi Valley Advisors, Pension Product Analyst for General American Life and securities trader for Centerre Trust Company.