Jordan Dawley, CPA

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Jordan provides tax, planning, accounting, and advisory services to business owners, individuals, families, and healthcare professionals throughout Oregon. He works closely with clients to navigate complex financial decisions, identify opportunities, and develop strategies that support both immediate priorities and long-term success. 

As a leader within Jones & Roth’s Healthcare and Dental specialty teams, Jordan advises medical and dental practice owners on tax strategy, practice profitability, cash flow management, business planning, and practice transitions. He is passionate about helping practice owners maximize the value of their businesses while creating financial confidence for themselves and their families. 

Jordan also works closely with the firm’s Client Accounting & Advisory Services team, helping business owners turn financial information into meaningful business insights. He believes that accurate, timely financial data is one of the most powerful tools available to leadership teams and enjoys helping clients understand their numbers, measure performance, improve decision-making, and build stronger, more successful organizations.

Known for his collaborative and coaching-oriented approach, Jordan enjoys helping clients navigate periods of growth, change, and opportunity. He values building long-term relationships and serving as a trusted advisor, partnering alongside business owners to help them achieve both their business and personal goals. 

As a native of Bend, Oregon, Jordan is deeply committed to supporting the Central Oregon business community. He is proud to be part of Jones & Roth’s independent, Oregon-rooted firm and believes that putting the right people beside clients is the foundation for creating lasting positive impact. 

Outside of work, Jordan enjoys spending time with his wife and daughters, kayaking, hiking, and exploring the beautiful landscapes of Central Oregon

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.