Melissa Fogelson
Melissa Fogelson is a Coordinator supporting the Jones & Roth Financial Advisory Services Team. She joined Jones & Roth in 2018 and previously worked for an independent medical laboratory in various roles within the company. Outside of the office, she … Read more…
Bryan Decker, CFP®
Check me out on BrokerCheck Bryan Decker, CFP® specializes in helping clients keep the promises they have made to their heirs by customizing financial plans according to their goals and dreams. His areas of specialization include, but are not limited … Read more…
Matt Adams, CFP®, CLU®, ChFC®
Check me out on BrokerCheck Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting … Read more…
Carrie Fortier, CPA
Carrie Fortier is a Partner and Shareholder at Jones & Roth and a leader in the firm’s Construction team. She is an experienced professional who works with closely held businesses with an emphasis on providing tax, assurance and general consulting … Read more…
Kimberly Lyon, CPA
Check me out on BrokerCheck 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 … Read more…
Nicole McOmber, CPA
Check me out on BrokerCheck Nicole McOmber is the leader of the firm’s Healthcare team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest. Nicole provides a wide … Read more…
Nadia Costa, CPA
Nadia is a Director and a key member of the the firm’s Nonprofit and Private Company Services teams. She manages some of the firm’s largest and more complex audit engagements and has extensive experience working with nonprofit organizations and commercial … Read more…
Mark Reynolds, CPA
Check me out on BrokerCheck Mark Reynolds is the leader of the Retirement Plan Services team. Mark works with small- to medium-sized retirement plans, focusing on optimal plan design to ensure Plan Sponsors are able to maximize benefits for both … Read more…
Kari Young, CPA
Kari Young is a Partner, Shareholder, and a leader on the Nonprofit team. She also provides expertise to the Affordable Housing team and the Assurance Services Department. She is a member of the firm’s quality control team and the Form … Read more…
Jamie Zolezzi, CPA
Check me out on BrokerCheck Jamie Zolezzi is the Director of Tax services and is responsible for the firm’s tax quality control systems. She holds expertise in all areas of tax law but has a passion for working with clients … Read more…
