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.

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

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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.