Brett Cherry
Brett Cherry joined Jones & Roth in 2022 when he started his public accounting career, preparing 1040s, HOA tax returns, and working on EBP Audits. Prior to working in public accounting, Brett worked as a chef in Portland, Oregon. In … Read more…
Jillyn Suratt
Jillyn began her public accounting career in 2016, gaining experience in individual and commercial tax as well as employee benefit plan audits. Working for a smaller firm, she was able to develop close relationships with many clients and enjoyed being … Read more…
Amanda Whitlock
Amanda Whitlock joined the Jones & Roth team in 2021. She was previously a senior staff accountant in corporate accounting with 5 years experience, and has served over 15 years in general accounting. Her bookkeeping skills include high-level and detailed … Read more…
Monica Osborne, CPA/PFS, CKA, RICP
Check me out on BrokerCheck With 20 years of experience in the financial services industry, Monica Osborne is a seasoned Certified Public Accountant / Personal Financial Specialist. Monica is a Certified Kingdom Advisor (CKA) as well, with her background education … Read more…
Colleen Wallace, CFP®, CPA, CKA
Check me out on BrokerCheck Colleen Wallace, CFP®, a Certified Public Accountant (CPA) and Certified Kingdom Advisor (CKA), has worked in the financial services industry for over 15 years. An alumnus of the University of Oregon with her Bachelor of … Read more…
Sarah Bagley, PCM®, CDMP
Sarah Bagley joined the Jones & Roth Marketing team in 2021 full-time, specializing in website design and development, social media, and video production. When not at work, she can be found knitting a sweater, spending time with family, re-watching her … Read more…
Kamela Bogle
Kamela Bogle is a Staff Accountant and joined the Jones & Roth team in 2020. She works with our Audit & Assurance team and our Tax Services team. When Kamela is not at work, she enjoys knitting, singing in her … Read more…
Allison Clark
Allison Clark joined the Jones & Roth team in 2019 as an Intern, and, as of 2021, is now a Staff Accountant. She works with a variety of specialty teams throughout the year. Allison is a photography enthusiast. She is … Read more…
Brooke Lomica, CPA
Brooke Lomica joined Jones & Roth in 2019 as an intern, and has been a full-time team member since 2020. She has worked with multiple specialty teams across the firm and is now a Senior Accountant. In her leisure time … Read more…
Donavan Miller, CFP®
Check me out on BrokerCheck Donavan Miller, CFP® is an Associate Advisor who joined the firm in 2022, helping small business owners plan for their short- and long-term success through holistic, human-based financial planning. Prior to Jones & Roth, he … Read more…
