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®

Shareholder/CEO

Email Jay

 

 

Bio

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Mathew Whiteaker

Shareholder/Chief Compliance Officer

Email Mathew

Bio

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Tristan Collins CPA

Tax Director

Email Tristan

 

 

Bio

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Tone Vahl CPA

Sr. Accountant

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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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

East Side: 

1500 NE Irving Street, Suite 440 Portland, OR  97232

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2020, Cross Financial Management. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.