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

Megan Simon

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Education

Bachelor of Science, Accounting and Finance- University of Minnesota

Overview

Megan is a senior in the CliftonLarsonAllen Public Sector Group, specializing in nonprofit outsourcing. Megan has two years of experience working in the outsourcing business, serving social service organizations, religious organizations, and foundations. In addition to her outsourcing role Megan has four years of public accounting experience, auditing foundations, private schools, religious organizations, social service organizations, and other nonprofit entities. Megan also has 6 years of dedicated experience with nonprofits including Form 990s and related tax filings .

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

Member of the AICPA and MNCPA