CLA (CliftonLarsonAllen) believes the best way to serve our clients and communities is to support our people in building careers that match their personal and professional aspirations. We are thrilled to express our congratulations and announce the following individuals who have reached new stages in their chosen career paths:
· Eric Aronson, Principal, Construction, Real Estate, and Manufacturing
- Jamie Davister, Principal, Trucking and Transportation
- Julie Kiley, Principal, Private Clients
- Tricia Nielsen, Principal, Manufacturing and Distribution
- Michael Zuleger, Principal, Manufacturing and Distribution
We are proud of our CLA team members and their dedication to finding ways to know and help our clients and our firm. Please join us in celebrating their achievements.
Eric Aronson provides audit, accounting, and data analysis services to clients, including involvement with internal control and process analysis projects. He is passionate about coaching and developing others. His community involvement includes Appleton Fox Cities Kiwanis Club and the Fox Cities Racquet Club. Aronson holds a bachelor of business administration in accounting and operations management from the University of Wisconsin–Oshkosh.
Jamie Davister specializes in providing financial reporting, tax, and general consulting services to closely held businesses in a variety of industries, with a focus in transportation and manufacturing. Her experience also includes overseeing employee benefit plan audit services. She is involved in a number of community organizations, including Management Women, Inc. and St. Joseph Parish, where she is the current chair of the finance council. Davister holds a bachelor of business administration in accounting from St. Norbert College.
Julie Kiley has deep experience providing wealth management and income and estate tax planning services, specializing in tax planning and compliance for high net worth individuals. She is skilled in individual, fiduciary, charitable, estate, and gift tax matters, and assists clients with their retirement, estate, and succession planning needs. She is involved with The Estate Planning Council of Northeast Wisconsin, the Fox Valley Estate Planning Council, and the Fox Valley Symphony Orchestra. Kiley holds a master of science in taxation and a graduate certificate in state and local taxation from the University of Wisconsin–Milwaukee and a bachelor of business administration in accounting from the University of Wisconsin–Green Bay.
Tricia Nielsen has nearly 20 years of public accounting experience, and specializes in valuing closely held companies in conjunction with buyout agreements, transition planning, and estate planning. She advises businesses owners on tax, accounting, and business matters to help guide business from start-ups to mature companies looking to transition ownership. Nielsen is a member of the National Association of Certified Valuators and Analysts, the United Way of Marathon County, and HealthFirst. She holds a bachelor of science in accounting from Upper Iowa University.
Michael Zuleger has extensive experience providing individual and corporate income tax planning and compliance for closely held companies in a variety of industries. His specialties include taxation issues in the manufacturing, real estate, and construction industries, as well as in partnership taxation. Zuleger is an active member of St. John Nepomucene Catholic Church and formerly held the position of finance council chair. Zuleger holds a bachelor of business administration in accounting and finance from the University of Wisconsin–Oshkosh.
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 5,400 people, 110 U.S. locations and a global affiliation, we promise to know you and help you. For more information, visit CLAconnect.com.Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.