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

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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.

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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

Jay Torgerson

CPA, CFP®

Managing Shareholder

Tax/CEO

Mathew Whiteaker

Managing Shareholder

Finance/CCO

Tristan Collins CPA

Managing Director

Tone Vahl CPA CVA

Director of Operations

Brian Clark

Financial Advisor

Greg Lester

MBA, CRPC®

Financial Advisor

Matthew Conti

CFP® MBA

Financial Advisor

Tom Ouimette CFP®

Financial Advisor

Kyle Parsons

Financial Advisor

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Ankit Palan CFP®

Financial Advisor

Ron Harmening CPA

Tax Director

Lori Gipe

Payroll/Bookkeeper

Tracy Alexander

Accounting Services

Payroll/Bookkeeper

Laura Wilson CPA

Accounting Services

Sr. Accountant

Jennette Quinn CPA

Accounting Services

Sr. Accountant

Kira Que Noy

Accounting Services Office Administrator

Jaycee Moore

Accounting Services Office Manager

Amanda Roe

Wealth Management Administrative Assistant

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Julie Steen

Wealth Management

Administrative Assistant

Nuri Choi

Wealth Management

Administrative Assistant

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Timothy Mayfield

Wealth Management

Consultant (Retired)

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