Klamath Falls Firm 541.884.4164 824 Pine Street Klamath Falls, OR 97601 Fax: 541.883.1232
Eagle Point Firm 541.826.4380 155 Alta Vista, Suite D Eagle Point, OR 97524 Fax: 541.826.4505
PARTNERS
Terrence J. Scroggin, CPA
BS - Economics (1972):
University of Oregon
(Eugene, OR)
Postgraduate studies in Accounting:
Southern Oregon State College
(Ashland, OR)
Securities & Insurance Licensed (2002)
Andrew E. Peterson, CPA
AAS - Accounting (1984):
Oregon Institute of Technology
(Klamath Falls, OR)
Securities Licensed (2003)
Richard F. Dillard, CPA
BS - Business Administration (1983)
(concentration in Accounting and Finance):
San Francisco State University
(San Francisco, CA)
Securities Licensed (2003)
Gerrin P. DeGroot, CPA
BS - Business Administration (1993):
Oregon State University
(Corvallis, OR)
MANAGERS
Daniel S. Cox, CPA
MS - Taxation (1989):
Golden Gate University
(San Francisco, CA)
BS - Business Administration (1984):
San Diego State University
(San Diego, CA)
Certified Specialist in Estate Planning
(OSCPA - 2003)
Certified State of California (1989)
Certified State of Oregon (1998)
Jason Link, CPA
BS - Accounting (1999):
University of Oregon
(Eugene, OR)
AA - Business Administration:
Umpqua Community College
(Roseburg, OR)
Mona McPherson
S&P Wealth Management, LLC.
Partner, Director of Financial Services
Securities and insurance licensed (1986)
Quinn Jackson
Financial Advisor
Kathy Bickmore
Wealth Management Assistant
PROFESSIONAL STAFF
Dale C. Simpson, CPA
BS - Bachelor of Science (1952):
University of Oregon
(Eugene, OR)
Madeline Jaross, CPA
BS - Accounting (2003):
University of Oregon
(Eugene, OR)
Joanna Scroggin, Staff Accountant
BS - Business Administration (2002):
University of Oregon
Eugene, OR
Ronald J. Nespechal, Staff Accountant
BS - Business Administration (1971):
Portland State University
(Portland, OR)
Melissa Lindsay, Staff Accountant
BS - Management Information Systems
- Management Accounting Option (2006):
Oregon Institute of Technology
(Klamath Falls, OR)
Kristine DeGroot, Office Manager
AA - General Studies (1992):
DeAnza College
(Cupertino, CA)
BOOKKEEPING STAFF
Jennifer Scroggin-Ysen
Licensed Tax Preparer (2001)
Kirk Roberts
BS - Business Administration (2004):
University of Mary
(Bismarck,ND)
BS - Accounting (Expected Graduation 2008):
Western Governors University
(Salt Lake City,Utah)