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We are passionate problem-solvers who care about making a difference.

Our story

Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to include accounting services making Cross Financial a comprehensive solution for their clients. 

Join Our Team >>

  • We care about the people we serve.

  • We do the right thing for the right reasons.

  • We treat people like family.

  • We ask the important questions.

  • We believe life is inspiring.

Meet Our Team

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Jay Torgerson 

CPA, CFP®

Managing Shareholder

Tax/CEO

Email Jay

 

 

Bio

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Mathew Whiteaker

Managing Shareholder

Finance/CCO

Email Mathew

Bio

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Tristan Collins CPA

Managing Director

Email Tristan

 

 

Bio

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Tone Vahl CPA

Director of Operations

Email Tone

 

 

Bio

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Brian Clark

Financial Advisor

Email Brian

Bio

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Greg Lester 

MBA, CRPC®

Financial Advisor

Email Greg

 

 

Bio

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Matthew Conti

CFP® MBA

Financial Advisor

Email Matthew

Bio

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Tom Ouimette CFP®

Financial Advisor

Email Tom

 

 

Bio

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Kyle Parsons

Financial Advisor

Email Kyle

 

 

Bio

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Ankit Palan

Financial Advisor

Email Ankit

 

 

Bio

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Laura Johnson

Wealth Management Office Manager

Email Laura

 

 

Bio

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Ron Harmening CPA

Tax Director

Email Ron

 

 

Bio

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Darren Hall CPA

Tax Manager

Email Darren

 

 

Bio

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Laura Wilson CPA

Sr. Accountant

Email Laura

 

 

Bio

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Jennette Quinn CPA

Sr. Accountant

Email Jennette

 

 

Bio

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Christina George

Staff Accountant

Email Christina

 

 

Bio

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Mubashshera Sutarwala

Staff Accountant

Email Mubashshera

 

 

Bio

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Lori Gipe

Payroll/Bookkeeper

Email Lori

 

 

Bio

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Tracy Alexander

Payroll/Bookkeeper

Email Tracy

 

 

Bio

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Jaycee Moore

Accounting Services Office Manager

Email Jaycee

 

 

Bio

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Kira Que Noy

Office Administrator East Side

Email Kira

 

 

Bio

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Alicia Duhon

Office Administrator West Side

Email Alicia

 

 

Bio

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