Kim Lyon, CPA

Partner & Shareholder

503-648-0521
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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 partner, Kimberly also provides assurance services to construction contractors, private companies and investment funds, including audits, reviews and compilations. She is also a member of the firm’s quality control team.

Kimberly joined the Hillsboro office of Jones & Roth in 2014, after spending four years at a large regional accounting firm and two years in private industry.

Outside of the office, Kimberly enjoys spending time with her husband and children. She also enjoys baking, traveling and being active. As an Oregon State Alumni, you will also find her rooting for the Oregon State Beavers’ football team.

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.

Industries Served

Service Areas

Education

Oregon State University, BS, Accountancy

Certifications

Certified Public Accountant

Professional Involvement

AICPA – The American Institute of Certified Public Accountants

OSCPA – The Oregon Society of Certified Public Accountants


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