An Oregon native, Jay is married with three kids and lives in the Beaverton area. Jay graduated from Pacific Lutheran University and joined Edward Jones as a financial advisor out of college. After working several years building a successful practice Jay founded Cross Financial Management with his partner Mathew Whiteaker in 2003.
Jay achieved his CFP® certification in 2005 and holds his 7, 24, 53 and 63 registrations with LPL Financial and his series 66 with LPL Financial and Cross Financial Advisors. In 2010 Jay went back to school and achieved his Masters of Science in Taxation in 2013. Jay completed all the requirements for his CPA and became licensed with the State of Oregon in 2015.
His practice focuses on providing high quality consulting services for a wide variety of clients throughout the US.
Giving back to the community is something very important to Cross. We sponsor many different charitable events and organizations including Cedar Mill Little League, Children’s Cancer Association, and the Boy Scouts of America.