Partner Bios

Steve graduated from Miami University in 1991 with a BS in Accounting. He subsequently earned an MBA from Xavier University in his hometown of Cincinnati, Ohio. Steve received his Certified Public Accountant license from the State of Ohio in 1995 and from the State of Oregon in 2014. He has extensive operational and financial experience in business and non-profit organizations. Professionally, Steve is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA).

Tom graduated from Portland State University in March 1986 with a BS in Business Administration-Accounting. Tom received his Certified Public Accounting license from the State of Oregon in 1987 and has extensive knowledge of both business and personal tax in regards to planning and preparation. In 2014 Tom met the requirements to earn the Accredited Business Valuation (ABV) from the AICPA. The ABV credential recognizes special training and education in the area of valuing a closely held business. Professionally, Tom is a member of the American Institute of Certified Public Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), as well as Gresham Rotary.

Jamie graduated from Eastern Oregon University in 2018 with a BS in Business Administration with concentrations in Accounting and Leadership, Organization & Management. Jamie has been a licensed tax preparer since 2010 and received her Certified Public Accounting license from the State of Oregon in 2021. Professionally, Jamie is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). She is also active in the 4-H and FFA communities.

Jerry graduated from Oregon State University in 1978 with a BS in Business Administration and a minor in Computer Science. Jerry received his Certified Public Accountant license from the State of Oregon in 1980. In 2009, Jerry met the requirements to earn the Personal Financial Specialist (PFS) from the AICPA. The PFS credential recognizes special training and education in the area of personal financial planning. Professionally, Jerry is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants (OSCPA). Jerry is also a member of The Garrett Planning Network, Inc., an international organization of professional, fee-only financial advisors.