Fi3 Financial Advisors is pleased to announce that John Sauder, CPA, the former Managing Principal of CliftonLarsonAllen in Indianapolis, has joined Fi3. Sauder brings his perspective from more than 34 years of consulting for small- to mid-sized privately held companies.
“We are thrilled to have John join the Fi3 team,” said Ivan Hoffman, CFP®, Managing Partner of Fi3 Financial Advisors, LLC. “John shares our view of client service as an opportunity to help families integrate their personal and business goals through creative solutions to financial complexities. His experience in tailoring solutions to the unique needs of each family is the same highly personalized approach that we take at Fi3. John’s perspective will be a valuable addition to our firm.”
Sauder retired from CliftonLarsonAllen (CLA) at the end of 2015. He joins Fi3 as a Senior Director, with a special focus on cultivating relationships and family succession planning. During his time with CLA, Sauder worked with many business clients including manufacturers, contractors, and professional practices. His expertise is in guiding owners of privately-held companies through financial decisions, including financing options, tax planning, sales and acquisitions, and succession planning. Sauder will leverage his experience and deep relationships to support growth at Fi3.
“I was drawn to Fi3 because of the team’s energy and entrepreneurial spirit,” said Sauder. “Fi3 is taking a creative approach to helping clients through their Family CFO model. The firm is focused on innovation and is strongly positioned to help clients integrate all aspects of their financial and investment planning. I’m glad to be a part of the team.”
Sauder currently serves on the board of advisors for Little Engine Ventures, a hybrid fund that is motivated to help customers, founders and investors prosper by working smarter and harder. He holds a Series 65 license, and is a Certified Public Accountant. Sauder served five years on the board of the Indiana CPA Society, the final year as the Chair. He also serves on the board of Conner Prairie, Indiana’s first Smithsonian Institute affiliate, located in Fishers, Ind.