Lori Gipe

Payroll/Bookkeeper

Email Lori

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Lori has worked eight years within the administrative team at Cross Financial Management.  Currently she has found her niche in bookkeeping and is a QuickBooks Certified ProAdvisor.  She enjoys working with clients in various industries as it keeps her days interesting, creating order from chaos.  She provides payroll support and works with the tax team to assure timely filing.

 

 A Portland resident since graduating from Rocky Mountain College in Montana, Lori loves the Oregon greenery.  She spends her free time attempting to garden and in the woods with her malamutts, Jaxn and WyLi.  When the rains are torrential, she can be found in front of the fireplace reading, or in the southern Oregon sunshine.  Lori’s hobbies include enjoying good food and live music, and amassing a collection of books and shoes.  Her husband is currently shoring up the foundation of their home due to these interests.

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.