A Warm Welcome to CorLux from Jones & Roth
We’re delighted to welcome the CorLux team and all CorLux clients to the Jones & Roth family
On Dec. 1, 2022, CorLux Financial will be joining forces with Jones & Roth Financial Advisors.
Together, CorLux and Jones & Roth are working to make this a smooth and easy transition for you. Monica Osborne, CPA/PFS, CKA, RICP and Colleen Wallace, CPA, CKA will both continue to serve you as your financial advisors and partners in financial wellness.
One of our top priorities in this transition will be to provide you with clear communication so you’ll always know what to expect. Bookmark this page and check back as we add more details.
If you’d like to connect with Monica or Colleen, please reach out to them at 541-687-2320 or at mosborne@jrcpa.com or cwallace@jrcpa.com.
About Jones & Roth’s
Financial Advisory Team
Established in 2001, and built around over 100 years of combined team experience, Jones & Roth Financial Advisory Services is dedicated to helping clients improve their financial situation through tax-efficient financial planning. We use a comprehensive approach to incorporate your personal situation, goals, values, and tax status into your comprehensive financial plan.
At Jones & Roth your CPA and CFP® work in tandem to help you reach your goals in the most tax efficient manner. With office in Hillsboro, Eugene, and Bend; and virtual capabilities to serve clients nationwide, Jones & Roth is here to serve your financial needs where you are at.
Robin Matthews, CPA
Partner & Shareholder
“We’re so pleased to welcome Monica and Colleen to our Jones & Roth Financial Advisory team. With a shared value of delivering exceptional client service, this addition to our team will provide all of our clients, including our new clients from CorLux, with an expanded network of resources, expertise, and support, enabling us to provide a deeper level of service and positive impact.”
FAQ – CorLux/Jones & Roth Transition:
Why is CorLux joining Jones & Roth?
As we’ve grown and evolved, our focus at CorLux has always been on delivering exceptional service to you, our clients. Joining one of the region’s top-rated firms will expand our network of resources, expertise, and support, which will enable us to work more effectively with our clients and provide a deeper level of service. We’re especially proud of joining forces with Jones & Roth because they have earned a reputation for making a positive impact in the lives of their clients. We’re looking forward to continuing that shared commitment as we move forward together.
What WILL NOT be changing?
- Our client/advisor relationship: We will still be your financial advisors and you’ll be able to count on us to provide you with the same service and support as always.
- Fees: There will not be any new fees or fee changes as a part of this transition.
- Our support for your advisory team: We will continue, as usual, to collaborate with your entire team of professional advisors, including your CPA or accountant, your attorney, agents, etc.
What WILL be changing?
- Our contact info: Starting Dec. 1st, we will officially be a part of the Jones & Roth team, so our email addresses, website, phone numbers, and office location will all be updated. Don’t worry, our new office is just 5 minutes away, across the street from Eugene Country Club! We will send you our new contact info soon.
- Our support team: Our support team will be expanding! We’re excited to introduce you to our new team members at Jones & Roth. Rest assured, we will be in communication with you to provide you with all the details you will need for a smooth and seamless transition.
Contact Us
Monica Osborne, CPA/PFS, CKA, RICP
Financial Advisor
541-687-2320
mosborne@jrcpa.com
Colleen Wallace, CPA, CKA
Financial Advisor
541-687-2320
cwallace@jrcpa.com
