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.
In the community
Minnesota Society of Certified Public Accountants
American Institute of Certified Public Accountants
International Foundation of Employee Benefit Plans