December 17, 2024
Exit strategy: ESOPs for construction companies
Carrie Fortier, CPA
Carrie Fortier, CPA
Partner & Shareholder
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 services. Carrie has earned a specialized reputation for excellence providing strategic financial guidance to those in the construction industry across Oregon.
She is very active in community service, supporting a wide variety of industry and community organizations with her time and financial expertise.
Carrie Fortier is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
Industries Served
Service Areas
Education
University of Oregon, BS, Accounting
Certifications
CPA - Certified Public AccountantProfessional Involvement
AICPA - American Institute of Certified Public Accountants
OSCPA - Oregon Society of Certified Public Accountants
NAWIC - National Association of Women in Construction
CFMA - Construction Financial Management Association / Treasurer, Greater Oregon Chapter
Junior Achievement of Western Oregon Board – Immediate past chair
Graduate of Leadership Eugene – Springfield (2015)
Register Guard Blue Chip 20 Under 40 Award Recipient (2011)
The Advisory Committee – League of Women Voters of Lane County
St. Paul School Foundation - President
Carrie Fortier’s Recent Posts
December 3, 2024
What contractors should expect when getting bonded
Carrie Fortier, CPA
November 19, 2024
Many construction businesses need to step it up on cybersecurity
Carrie Fortier, CPA
