Kim Lyon, CPA

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Kim Lyon is a leader in Jones & Roth’s assurance department, providing assurance and advisory services to employee benefit plans, private companies, construction contractors, and investment funds throughout the Pacific Northwest and beyond. She works closely with plan sponsors, business owners, and organizational leaders to help strengthen governance, manage compliance requirements, and build confidence in the financial information that supports critical decisions. 

As leader of the firm’s Retirement Plan Audit team, Kim specializes in audits of 401(k), 403(b), ESOP, pension and health and welfare benefit plans. She is passionate about helping plan fiduciaries fulfill their responsibilities and making the audit process as stress-free and informative as possible. With a practical, collaborative approach, Kim helps clients navigate regulatory complexity while keeping their focus on the people they serve. 

In addition to her employee benefit plan expertise, Kim provides assurance and advisory services to privately held businesses and construction companies. She believes that audit and assurance services should deliver more than compliance—they should provide valuable insights that help organizations operate more effectively, manage risk, and pursue future opportunities with confidence.

Known for her thoughtful leadership and commitment to client service, Kim values building long-term relationships and serving as a trusted advisor. As part of Jones & Roth’s proudly independent and Oregon-rooted partnership group, she is committed to making a positive impact for clients, team members, and the communities they serve. She believes the best outcomes occur when the right people work alongside one another with expertise, integrity, and genuine care. 

Kim is proud to be the first Oregon State alumni partner at Jones and Roth. When Kim is not at the office, she enjoys spending time with her husband and children, traveling, baking and staying active. When she’s not at the office, you’ll find her at the softball field with her daughter or maybe at Disneyland.

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.