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Our Team

Working Together Towards Your Goals

At Jones & Roth, you have a team of CFP® professionals, CPAs, and business advisors working together to support your financial journey. Whether navigating market uncertainty or planning for the future, we provide tax-intelligent strategies and proactive guidance to help you optimize your wealth, build your legacy, and move forward with clarity and confidence.

Matt Adams

Matt Adams, CFP®, CLU®, ChFC®

Partner & Financial Advisor

Bryan Decker

Bryan Decker, CFP®

Partner & Financial Advisor

Colleen Wallace

Colleen Wallace, CFP®, CPA, CKA

Financial Advisor

Donavan Miller

Donavan Miller, CFP®

Financial Advisor

Valerie Isenberg

Valerie Isenberg, M.Ed.

Financial Advisory Services Operations Manager

Melissa Fogelson

Melissa Fogelson

Financial Services Coordinator

Savannah Andermatt

Savannah Andermatt

Financial Services Coordinator

Dana Durant

Dana Durant

Financial Services Coordinator

Our Services

Explore our comprehensive range of personal and business financial services, all aimed at helping you pursue your purpose and build your legacy.

Explore Our Services

Our Approach

Our tax-intelligent strategies and collaborative approach guides you toward financial clarity, helping you make confident, informed decisions.

Our Approach

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Reach out to connect with a trusted advisor and take the first step toward greater financial clarity and confidence, guided by our experienced team.

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