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
Jeff has over 23 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
Richard has over 24 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 term client 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). He is a former committee member of the AICPA/PFS Exam Review Tax Force and former Chair of the MSCPA Financial Planning Committee.
When he is not in the office, Richard is active with his children’s sporting activities, including volunteering with coaching youth hockey. Richard resides west of Boston with his wife Jennifer and two children.