Lake Oswego is where we call home. From an isolated outpost to one of Oregon’s premier cities, this place has evolved over the years – but it’s always felt familiar. And that’s how we approach our relationship with each client. Any stage of life. Any challenge along the way. We adapt to your needs and goals, while turning energy, advice, and personal service into results, so you can focus on growing your business.
NOT YOUR AVERAGE FIRM.
Donna Klostermann
Principal Consultant
Donna has been a staple of the Lake Oswego community for over 30 years. Her reputation and quality of service, particularly with dental practices has made Donna a sought after consultant in the community. She enjoys working with clients and communicating with them about their tax and financial information. Donna loves being out in Oregon’s famous outdoors, so after she graduated from college Donna and her husband, Bill, moved to Oregon to enjoy the outdoor lifestyle. She enjoys skiing in the winter and paddle boarding and boating in the summer on Lake Oswego with her family.
Trent Miller
Tax manager
Trent has been working in public accounting since 2013, specializing mainly with local dentists in Oregon. He has experience providing dentists with practice consulting services providing various forms of practice analysis. He enjoys working with small business owners to help them grow their business and plan for their future. Trent graduated from Oregon State University (Go Beavs!) with a Bachelor’s Degree in Accountancy. In his free time, he enjoys spending time with his wife and two daughters, golfing, and exploring everything that the Pacific Northwest has to offer.
Edward "Ned" Percival
Tax Manager
Ned is a Certified Public Accountant that spent several years at a large Public Accounting firm before joining the team. His traditional focus has been working with large C and S Corporations that have filing requirements in several different states and cities. He is excited to be joining Iron Creek because of the firm's commitment to providing a healthy and positive culture for its employees and clients. He earned his Bachelor of Arts degree in Economics from Rutgers University, while he pursued his dream of being a college athlete. In his spare time he likes to fly fish for Salmon and Steelhead along the Oregon Coast.
Catherine Watts
Senior Office manager
Catherine joined the Iron Creek team in December 2020. A native Portlander, she previously worked in the health care and hospitality industries and brings her organizational skills to the firm to ensure smooth operations in a busy work environment. Catherine went to Washington State University (Go Cougs!), supports the Portland Timbers and Trail Blazers, and enjoys spending time with her daughter doing all the Pacific Northwest things.
Eli Soria
Administrative Assistant
Biography coming soon.
