Lizzie Donnelly, QKA

Great Falls, MT

(406) 755-3681
(406) 899-1498
Areas of Expertise
  • Audit
  • Employee Benefits
Designations and Licensures
  • Qualified 401(k) Administrator – 2020
  • M.S. in Organizational Management / Accounting Option 2013
  • B.S. in Business / Accounting Option 2011
  • University of Great Falls – Great Falls, Montana

A native of Montana, Lizzie Donnelly enjoys spending time outside and preferably away from the city. Lizzie is also an avid CrossFit athlete – so much so that she competes around the state. Lizzie enjoys watching basketball and football with her husband and playing with their three kids, Carter, Grant and Eleanor.

Lizzie, along with the rest of her colleagues in Employee Benefits, enjoys teaching our clients about the beauties of offering retirement plans to their employees and then working with clients to develop, implement and maintain their plans.

Lizzie’s primary focus on the team consists of auditing employee profit sharing, 401(k), Defined Benefit and ESOP benefit plans to ensure plans are in compliance with regulations of the U.S. Department of Labor and Internal Revenue Service. Her goal is to provide assurance to plan participants, the employees, that their companies have their best interests in mind in relation to their investments and futures.