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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. Continuing their commitment to providing independent, client-focused financial guidance, Jay and Mat founded Cross Financial Advisors, LLC, the firm's Registered Investment Advisor (RIA), in 2017.

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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

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

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Ankit Palan CFP®

Financial Advisor

Matthew Conti

Financial Advisor

Tom Ouimette CFP®

Financial Advisor

Tracy Alexander

Accounting Services

Payroll/Bookkeeper

Lori Gipe

Payroll/Bookkeeper

Laura Wilson CPA

Accounting Services

Sr. Accountant

Jaycee Moore

Accounting Services Office Manager

Kira Que Noy

Accounting Services Office Administrator

Amanda Roe

Wealth Management Administrative Assistant

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Julie Steen

Wealth Management

Administrative Assistant

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