Jones & Roth Financial Advisors, LLC announced Lorri Craig has joined the firm as a financial advisor and will locate in the firm’s Bend office. 

Craig is a Certified Financial Planner (CFP) with over ten years experience helping clients with financial planning, investment guidance, wealth management and asset protection.

“Lorri is a great addition to our team”, said Scott Barker, financial advisors partner and financial services director.  “Her knowledge and skills will allow her to create a superior customer experience by meeting, and exceeding, the needs of our clients,” he added.

Prior to joining Jones & Roth, Craig was a financial planner with MetLife in Central Oregon.  In that role, she created in-depth plans to help clients meet their financial objectives through the use of products such as mutual funds, annuities, life insurance and retirement plans.

“The Jones & Roth client service model is exciting.  It allows me to offer a much broader range of integrated services to my clients, all within the Jones & Roth Family of Services,” Craig pointed out.

Jones & Roth Financial Advisors, LLC announced that Terri Morates and Jolene Mosure have joined the firm as Financial Services Assistants.  Morates will locate in the Bend office of Jones & Roth while Mosure will base in the firm’s Eugene office.

“We are delighted to bring aboard these talented individuals,” said Scott Barker, financial advisors partner and financial services director.  “The environment here is extremely client-centric and service oriented.  We welcome their individual and particular strengths.”

Most recently Morates, a Bend resident, served as a personal marketing assistant at MetLife Financial Services.  Morates has more than 20 years of business experience.  Mosure formerly worked in administrative support roles at a local investment firm and has extensive experience in client services and office administration.

Jones & Roth is pleased to announce it has recently hired Kelsi Griesel as a Tax Manager.  Griesel will focus on assisting business and individual clients with tax return preparation.  In addition, she will perform a variety of other services for Jones & Roth clients including trust and estate planning.  Her experience has given her a strong background in taxation issues related to closely held businesses and high net-worth individuals.  She graduated from Linfield College with a bachelor’s degree in accounting and from the University of Oregon with a Masters of Accounting degree.

Lisa Rivet has joined Jones & Roth as the firm’s Learning & Career Development Manager.  Rivet is a certified performance coach and development facilitator and has over 20 years of experience in the areas of human resources, administration, staff development and training. 

Rivet will provide performance management and employee training for employees in all Jones and Roth offices, Bend, Eugene and Hillsboro.

“Lisa is a welcome addition to our team.  Our staff will certainly benefit from her experience and leadership in human resource management and employee relations,” Doug Griesel, the firm’s managing partner, commented.