Thomas Germaine, MCITP EA, MCSE/MCSA 2003
Thomas manages and maintains Jones & Roth technology and applications, and he provides network installation and migration services for Small Businesses. He leads the consultation practice which primarily uses the Microsoft Windows Server Product and has legacy expertise with a … Read more…
Michael Bergland, CPA
Check me out on BrokerCheck Michael is a Partner at Jones & Roth with specialized expertise in strategic tax planning for businesses, individuals, and families. He also serves the firm as a key member of the Tax Department and co-leader … Read more…
Charles Freeman
Charles Freeman is an IT Specialist and is based in the Jones & Roth Eugene office. He has developed expertise in areas such as Workstation, Server, and Network Installation, Troubleshooting, and Configuration. Chuck is a volunteer with Lane County Search … Read more…
Connie McMahan
Connie McMahan specializes in providing support to clients and Jones & Roth teams in the areas of software applications, database management, and document management software. This often includes reviewing, purchasing, licensing, installing, configuring and securing the software, as well as … Read more…
Julie Atkinson, CPA
Julie specializes in performing ERISA audits of retirement plans and providing assurance services to not-for-profit organizations and manufacturing clients. She enjoys volunteering in her community and is currently serving on the board of directors for Oregon Community Programs, a local … Read more…
Jim Wyatt
Jim Wyatt is a Consultant with over 30 years of business and consulting experience across several business sectors, including manufacturing, retail, and agriculture. His work experience spans from start-ups to well-established businesses, thereby giving him a unique perspective of bookkeeping … Read more…
Danielle Hernandez, QPA
Danielle is a leader on the Jones and Roth Retirement Plan Services team. She also assists our Employee Benefit Audit team for large plan filers with greater than 100 participants. Danielle works with retirement plan clients to provide a wide … Read more…
Chance Hendrickson, CPA
Chance Hendrickson is a key member of the Dental Team and works with clients from the Jones & Roth Eugene office. In his free time he enjoys watching sports, especially basketball and football. “I enjoy writing, whether it’s about day-to-day … Read more…
Cheryl Opperman, QPA
Cheryl is a leader on the Jones & Roth Retirement Plan Services team. She has over 25 years experience providing retirement plan administration, compliance, and advisory services. Cheryl holds the Qualified Pension Administrator (QPA) credential, which was created by ASPPA … Read more…
Valerie Isenberg, M.Ed.
Valerie Isenberg is the Operations Manager supporting the Jones & Roth Financial Advisory Services Team. Prior to joining Jones & Roth in 2008, Valerie worked for 11 years for Jasper Mountain Center as the Assistant Residential Director and obtained the … Read more…
