Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Doug Bertossi


Bachelor’s of science, accounting and finance, Minnesota State University - Mankato


Over 21 years serving Plan Sponsors and their employee benefit plans. Audit and consulting for single, multiple-, and multi-employer employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, training funds, 11K filers and other tax-exempt organizations.

Speaking engagements


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In the community

American Institute of Certified Public Accountants
AICPA Employee Benefit Plan Audit Quality Center Executive Committee, current member
AICPA Employee Benefit Plan Expert Panel, former member
International Foundation of Employee Benefit Plans member
International Society of Certified Employee Benefit Specialists and local chapter member
Minnesota Society of Certified Public Accountants