Kathleen A. Roberts, CPA
Director of Tax and Accounting
Kathy is a Certified Public Accountant and before coming to James Investment, served as the principal of Kathleen A Roberts CPA & Associates, LLC in Beavercreek, OH, where she and her team worked with clients across a variety of industries, including aerospace and other areas of engineering, retail, medical, and construction. The organization provided services such as payroll assistance, bookkeeping, tax, and DCAA compliance. In addition, the organization worked with individuals on tax planning and compliance filings.
- BSBA Accounting, Bowling Green State University
- MBA, Indiana University Kelly School of Business
Away from the Office:
For fun, Kathy trains her Beagles and Cardigan Welsh corgis in dog sports, primarily dog agility. She enjoys hiking and cycling in her free time and lives in Beavercreek with her husband, Rick.
