Finance Runs in the Family – Over 47 Years Experience
Two brothers, one focus: Finance. Although Jeff and Richard LaCross followed similar educational paths into the world of finance, each took a different focus with their passion that drove highly successful careers in the public and private sectors. Combining their talents was the next natural step, and LaCross Financial Advisors was born.
Utilizing our network of top investment advisors, insurance experts and estate attorneys, our goal is to deliver the most efficient and coordinated professional financial services for every client’s needs.
Jeffrey E. LaCross, Co-founder
CPA/PFS, MST, CFP®
Jeff has over 25 years of experience in providing trust, estate, gift, not-for-profit, and individual tax compliance and consulting services. He specializes in providing comprehensive personal financial planning and consulting, including advising high net worth clients on risk management, investment allocation strategies, estate planning techniques, cash flow management, education planning, charitable giving and personal income tax planning.
Jeff received his B.S. in Business Administration from Salem State University and his Master of Science degree in Taxation from Northeastern University. He is a Certified Financial Planner (CFP) and Personal Financial Specialist (PFS).
He holds professional membership with the American Institute of Certified Public Accountants and is a former Treasurer & Director of Salem State University Foundation.
Jeff resides on the North Shore of Massachusetts with his wife Kelly and two children.
Richard E. LaCross, Co-founder
CPA/PFS, CFP®, MST
Richard has over 29 years of experience in providing tax and wealth management services while working within the wealth management departments of large Boston based regional accounting firms. He has experience working with high net-worth individuals, families and business owners to build long lasting relationships acting as his client’s trusted personal CFO.
Richard received his B.S. in Accounting from Western New England University and his Masters of Science in Taxation from Bentley University.
Richard is a member of the American Institute of Certified Public Accountants (AICPA) and USA 500 Clubs. He is a former committee member of the AICPA/PFS Exam Review Tax Force and former Chair of the Massachusetts Society of CPA Financial Planning Committee.
When he is not in the office, you can find Richard a couple times a week playing ice hockey, enjoying outdoor activities and a spectator at his daughter’s sporting events. Richard resides west of Boston with his wife Jennifer and two children.
Alyss has over 10 years of experience providing tax compliance, planning, and consulting services for individuals and trusts as well as estate and gift tax compliance. She has experience working with high net worth individuals and families. She works closely with clients’ attorneys and investment managers to provide comprehensive service.
Alyssa is a Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants (AICPA).
Alyssa received her BBA in Accounting atUniversity of Massachusetts Amherst and her MST at Bentley University. She also has her Master Personal Financial Planner Certificate from Bentley University.
Alyssa resides on the South Shore with husband, Peter, and two daughters.
Tina has over 15 years of experience providing tax compliance and consulting services for individuals and family-owned businesses. She has experience working with high net worth individuals and families; family owned business and trusts. She has experience in bookkeeping for clients to accurately depict their financial statements.
Tina received her B.S. in Accounting at Fairfield University.
Tina resides in the Greater Boston area with husband Bledi and their two children Benjamin and Isabella.