Monica Osborne, CPA/PFS, CKA, RICP

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With 20 years of experience in the financial services industry, Monica Osborne is a seasoned Certified Public Accountant / Personal Financial Specialist.

Monica is a Certified Kingdom Advisor (CKA) as well, with her background education in Business from the University of Washington. She started her career as a CPA and thus began her tax expertise, going on to serve in numerous finance and CFO positions at privately owned firms.

Monica has jumped from city to city having lived in Vancouver and Seattle, Washington; Boise; and Phoenix before settling in Eugene for the past 15 years with her husband, Tom, a recently retired football coach for the University of Oregon Ducks. They have a son who coaches football at the University of Washington, and their daughter is a recent graduate from Azusa Pacific University.

Monica Osborne is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.