Kimberly Lyon, CPA

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Kimberly is the leader of the Retirement Plan Audit team. Audits of employee benefit plans are her primary focus, including 401(k), 403(b), ESOP and health & welfare plans throughout the Pacific Northwest.

As an assurance-focused partner, Kimberly also provides assurance services to construction contractors, private companies and investment funds, including audits, reviews and compilations. She is also a member of the firm’s quality control team.

Kimberly joined the Hillsboro office of Jones & Roth in 2014, after spending four years at a large regional accounting firm and two years in private industry.

Outside of the office, Kimberly enjoys spending time with her husband and children. She also enjoys baking, traveling and being active. As an Oregon State Alumni, you will also find her rooting for the Oregon State Beavers’ football team.

Kimberly Lyon is a Financial Advisor offering Securities through Avantax Investment Services^SM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory Services^SM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.