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

Katy Simmons

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Education

Graduated Summa Cum Laude from Buena Vista University with a bachelor’s degree in Accounting.

Overview

Katy joined CliftonLarsonAllen in 2008 and is a Manager in the Commercial Services Group. She oversees and prepares business, individual, non-profit, trust and estate tax returns. She began her career involved in a variety of Credit Union engagements including opinion audits, agreed-upon procedures, internal audit work, and BSA audits.

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

• Bachelor of Arts degree in accounting from Buena Vista University

• American Institute of Certified Public Accountants

• Certified Public Accountant in the state of Minnesota

• Minnesota Society of Certified Public Accountants

• United Way of Mower County Board Member

• Austin Rotary Member