Cross Financial, a leading accounting and advisory firm serving the Northwest, today announced it has joined Crete Professionals Alliance, the network’s first wealth management firm. Cross marks an important milestone in Crete’s commitment to offering a full spectrum of financial services to clients across its national network. The partnership enhances Cross Financial’s ability to serve clients with deeper resources, modern technology, and access to the fastest-growing accounting firm in the country as recognized by Accounting Today, while maintaining its trusted local brand and leadership team.
“This partnership represents an exciting new chapter for our firm,” said Jay Torgerson, CEO of Cross Financial. “By joining Crete Professionals Alliance, we are investing in the future—enhancing the tools and support available to our team while remaining true to the culture, values, and personalized service that have defined our firm for decades.”
“Cross Financial is a tremendous addition to the Crete family,” said Steve Stagner, CEO of Crete Professionals Alliance. “Their expertise in wealth management expands the value we can deliver across our entire network and reflects our commitment to diversifying our portfolio. By adding new capabilities like these, we create more opportunities for organic growth within our firms and deepen the ways we serve our clients’ evolving financial needs.”
Cross Financial provides tax, advisory, valuation, litigation support and client accounting services to privately held businesses, nonprofit organizations, and high-net-worth individuals.
As part of Crete Professionals Alliance, Cross Financial will retain its name, team, and leadership, while gaining access to:
- A national network of more than 30 highly respected CPA firms
- Enterprise-level corporate services including HR, finance, legal, and IT
- Advanced AI-powered tools and automation solutions to enhance service delivery
- Global talent support through established offshore teams in India and the Philippines
- Growth operations, recruiting support, and future M&A capabilities
The West continues to be one of Crete’s most dynamic regions, home to two of the network’s largest firms and others with deep expertise in sectors like agriculture, mortgage banking, and HOA services. Cross Financial brings a complementary strength in wealth management that broadens the region’s capabilities and enhances collaboration.
