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.

James L. Shook


Having completed college and successfully passing the CPA exam in Indiana, Jim Shook moved to Oregon in 1981, where he became a part of a prominent local CPA firm. In 1994, driven by a philosophy of focusing on meaningful client connections, he founded his own firm, James L. Shook CPA, and built a devoted client base through his focus on relationships and industry expertise. In 2023, Jim merged his firm with Iron Creek Tax & Consulting, assuming the role of Principal, and furthering his dedication to providing exceptional service and support to clients.

Jeremy Shook


Jeremy, following in his fathers' footsteps, began his career in public accounting and over the past 20 years has specialized in financial reporting, consulting and tax compliance. Jeremy obtained his accounting degree from Montana State University and returned to Portland to join the family firm, James L. Shook, CPA. After becoming a partner, he reinforced the firm's culture and commitment to personalized service, and in 2023, alongside Jim, merged their firm with Iron Creek Tax & Consulting to expand services and resources to their clients. In his spare time Jeremy enjoys golfing, fishing and visiting the Oregon coast with his wife and dogs.

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

Senior 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 three children, golfing, and exploring everything that the Pacific Northwest has to offer.

Rob Wiest

Senior Tax Manager

Biography coming soon!

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.

Nick Kotyrlo

Senior Tax Advisor

Nick graduated from Pacific Union College in Napa Valley California. He started his career with the State of California doing audits of investment advisers and broker-dealers. To further his professional development, he obtained his CPA license while working for the State. After moving to Oregon, he joined the team and has enjoyed working with a focused and dedicated firm, passionate about building client relationships and providing personalized service to each client. When away from work, Nick can be found enjoying the outdoors with his wife and children.

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.

Cheri Lund

Senior Office Manager

If you have ever stopped into the office or even given us a call, chances are that you’ve talked with Cheri. She has been a constant in our office since 2005 and enjoys interacting and building rapport with all of our clients. Cheri is a great multi-tasker and keeps the office organized while providing dependable support to the firm's employees and clients. Cheri is married and has a grown son and a daughter that will be off to college soon. When not at the office, she enjoys cooking and spending time with her family and friends. If she's not doing that then she is probably planning her next vacation, usually to Cabo.