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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Bachelor of Business Administration, Accounting, University of Wisconsin - Eau Claire
Ann has more than 25 years of public accounting experience, including six years with a Big Four firm. She has extensive experience working with a variety of nonprofit organizations and employee benefit plans and is a regional leader overseeing CliftonLarsonAllen's Eastern Midwest Employee Benefit Plan Group. She assists in the development of firm wide industry training and development of audit tools. Ann is actively involved in CLA’s internal inspections and peer reviews for other accounting firms. Ann's technical expertise includes overseeing and managing audits of nonprofit organizations, defined contribution plans, defined benefit plans, health and welfare plans, and employee stock ownership plans. She has significant experience with plans that require an 11-K filing with the Securities and Exchange Commission. Ann serves as a firm wide technical resource on employee benefit plan audit related issues. Her background includes assisting clients on accounting issues, plan qualification issues, Department of Labor compliance matters, fraud risk, internal controls, implementation of new accounting standards, and financial reporting issues.
In the community
Audit and Finance Committee of Wisconsin Women's Business Initiative Corporation
AICPA Employee Benefit Plan Expert Panel, 2008 - 2010
AICPA Professional Ethics Technical Standards DOL Subcommittee Member, 2013 - Present
American Institute of Certified Public Accountants
Wisconsin Institute of Certified Public Accountants