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Amanda joined our office in August 2021 and instantly made an impact with her positive attitude, customer service skills and willingness to provide solutions to clients.  She has an extensive background of over 10 years of detailed client and administrative support roles as well as deep customer service experience.   Amanda is our front desk client support guru for anyone visiting the Beaverton, OR office. 

Amanda is originally from Phoenix, Arizona and moved to Oregon in 2015. She loves the Pacific Northwest and the beautiful surrounding area as it provides her a playground to enjoy, and explore, with her Dachshund, Ruby.  As you get to know Amanda you will learn she is a free spirit who loves to laugh, embrace her creative side while doing various crafts, spending time outdoors and planning her annual “Amandapoolza” day.
 

Amanda Roe

Wealth Management

Administrative Assistant

Email Amanda

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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

 © 2022, Cross Financial Management. All rights reserved.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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.

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