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Tristan Collins CPA

Managing Director

Email Tristan

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Tristan graduated from Portland State University in 2007, with a BS in Business Administration and Accounting.  She has worked in public accounting firms since 1998 and has held every position from receptionist to most recently, tax director.  She received her Certified Public Accountant designation in 2014. 

 

Tristan joined Cross Financial Management in 2016.  The favorite part of her job is getting to know her clients and what is important to their lives and figuring out how to best help them achieve their goals.  She most enjoys working with small business owners, and in the area of estates and trusts.  She also has a passion for mentoring the younger staff at Cross.  She receives great satisfaction in being a part of staff growth and development.

 

Outside of work, Tristan enjoys spending family time with her husband, Mike, and their four children.  Being a life-long dancer, she loves Zumba and Salsa classes and hopes to someday become a certified Zumba instructor.  She also has imparted her love of dance to her children and most weekends you can find her in the audience of a dance competition cheering them on.

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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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