Kim Lyon, CPA

Check me out on BrokerCheck

Kimberly is a Partner at Jones & Roth and serves clients from the Hillsboro office. Prior to joining Jones & Roth in 2014, she spent 4 years at a large regional accounting firm, where she worked on assurance, internal audit, and regulatory compliance engagements for companies and financial institutions of all sizes. Prior to that, she spent two years in private industry as a senior accountant at a large Vancouver, Washington credit union.

Kimberly is a member of both the Retirement Plan Audits and the Private Company Services teams and brings a focus to providing audit and assurance services for commercial companies and benefit plans.

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

Kimberly Lyon is a Financial Advisor offering Securities through Avantax Investment Services^SM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory Services^SM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.