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Jaycee Moore

Accounting Services Office Manager

Email Jaycee

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Jaycee has been with Cross Financial Management since 2011, overseeing all administrative functions in the office.  She directly handles the internal financial matters such as client billing, accounts receivable and payable, and payroll.  She is also responsible for project tracking and the assembly and e-filing of all tax returns.

 

In her spare time, Jaycee enjoys reading, gardening, cooking, and spending time with friends.  She also enjoys quality time with her husband, her husky, Delilah, and cats, Kissa and Nacho.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

Downtown: 

65 SW Yamhill St Ste 400          Portland, OR  97204

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

 © 2025, Cross Financial Management. All rights reserved.

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Professionals associated with 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 LLC, a registered investment advisor; or (2) solely tax professionals of Cross Financial and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or CPA related services.

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