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