Jay Torgerson is a highly experienced financial professional currently serving as the owner of Cross Financial Management. With a Bachelor's degree in Communication and Religion from Pacific Lutheran University and a Master's of Accounting from Kaplan University, Torgerson has acquired comprehensive knowledge and skills regarding accounting and finance. He previously served as the CEO of BGO CPAs before transitioning to his current role. Notably, his expertise and experience have earned him registrations to do business in different states of the US. Torgerson's focus is to provide insightful investment advice to Cross Financial Advisors' clients, a registered investment advisor.

In addition to his professional work, Torgerson is active in his community and participates in different philanthropy efforts. His Linkedin profile includes a disclaimer to the effect that third-party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.