Jamie Zolezzi, CPA

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Jamie Zolezzi is Director of Tax Services at Jones & Roth, where she specializes in estate and trust planning, fiduciary taxation, and trust administration. She works closely with individuals, families, trustees, and personal representatives to navigate complex estate and trust matters, developing tax-efficient strategies that help preserve wealth, streamline administration, and support thoughtful multi-generational wealth transfer.

In addition to her estate and trust practice, Jamie advises individuals, families, and businesses on income tax planning, compliance, and reporting. She partners with clients to develop tax strategies that align with their financial objectives, family values, and legacy goals, providing practical guidance tailored to their unique needs.

Since joining Jones & Roth in 2004, Jamie has built extensive technical expertise and trusted relationships with clients throughout Oregon. She is known for her clear communication, personalized approach, and ability to simplify complex tax and estate matters, empowering clients to make informed decisions with confidence.

Outside of the office, Jamie enjoys cooking, reading, spending time with family and friends, and adding to her ever-growing movie collection.

Securities offered through Cetera Wealth Services, LLC, a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Jones & Roth and Cetera are not affiliated.