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.
Bachelor’s of science, accounting, St. Cloud State University
Stacy is a principal in the Employee Benefit Plan Group. Her background includes audits of single, multiple-, and multi-employer employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, and other tax-exempt organizations. Stacy has also consulted on numerous employee benefit plans regarding plan administration, operations, and compliance.
Upcoming speaking engagementsView More
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In the community
Minnesota Society of Certified Public Accountants American Institute of Certified Public Accountants International Foundation of Employee Benefit Plans