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Passionate About People

Grounded in results.

Our family brings a combined 70 years in the industry. What does this mean for you? It means that regardless of how much money you have (we require no asset minimum), you’re going to receive objective, strategic financial advice based on years of real-world experience. From when you should retire to which investments suit your needs the best, we’re here to answer any questions you have so you can feel confident about your future.


Want to know how to maximize your pension and Social Security benefits? We can help you with that. Not sure how to best execute your estate planning documents? We can help with that, too. Whatever needs and goals you have, our family is eager to eliminate financial stress and worry from your life because we believe everyone deserves to enjoy a long — and fulfilling — retirement.

Stephen A. Cross, Sr., ChFC® Photo
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Stephen A. Cross, Sr., ChFC®

Financial Advisor

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Steve is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Financial Consultant® designation. He has over 40 years of experience in the financial and retirement services industry. Since 1977, he has worked extensively with large employer groups in both public and private industries. Just like the medical professional, Steve believes every client should have a thorough financial examination and diagnosis before he recommends any plan or solutions.

Both Steve and Jon strive to deliver independent and objective advice to every one of their clients. The firm’s overall mission is to minimize risk, maximize return and maintain your resources, at all times.

During his early educational years, Steve lived in Washington and California before relocating to Kansas and receiving his bachelor’s degree in accounting from Pittsburgh State University. Before that, he obtained his associate’s degree in business administration. He has been a Million Dollar Round Table (MDRT)* member for 32 years. When he’s not meeting with clients, Steve hosts seminars and workshops. His formula for financial success: “Save as soon as you can. Save as much as you can. And save as long as you can.”

*Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards


Designations and Licenses

  • Chartered Financial Consultant® (ChFC®)
  • Series 7: General Securities Representative
  • Series 65: Uniform Investment Adviser Law Examination
  • Series 63: Uniform Securities Agent State Law Examination
  • Life, Health and Variable Annuity Insurance license
Jonathan M. Cross, CRPC® Photo
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Jonathan M. Cross, CRPC®

Financial Advisor

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Jon is an Investment Adviser Representative with Voya Financial Advisors, and has a Chartered Retirement Planning Counselor® designation. He has been in the financial and retirement services industry for over a decade. His career began with Cross Financial Services where he served as Account Representative. In 2010, he received the Top Annuity Advisor Award from Labyrinth Financial Services. Jon uses his knowledge and experience to design and implement financial and retirement income plans for clients.

Jon works with large employer groups and is a Voya campus representative for the Kansas Board of Regents Retirement Plan. In addition, he works with Kansas community colleges and school district employer-sponsored retirement plans.

In 2016, Jon obtained his Bachelor of Science in Business from the University of Phoenix. Before that, he received his Associate Degree in Business from Cowley County Community College. His academic achievements contributed to his membership in the Delta Mu Delta International Honor Society in Business. Outside of work, Jon enjoys professional dog training and is a licensed Display Fireworks Operator. Jon is President and Driver of Big Jon Racing and he competes in top speed racing events.

Licenses

  • Chartered Retirement Planning Counselor® (CRPC®)
  • Series 7: General Securities Representative
  • Series 66: The Uniform Combined State Law Examination
  • Series 63: Uniform Securities Agent State Law Examination
  • Life, Health and Variable Annuity Insurance license

Becky G. Cross Photo
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Becky G. Cross

Client Relations Manager

Becky is a Client Relations Manager. She has over 20 years of experience in the financial and retirement services industry. As Client Relations Manager, she coordinates all client consultations with our financial advisors in addition to handling client inquiries and service requests. She is licensed in both life and health insurance. Becky specializes in asset care protection which provides benefits for long-term care and home health care expenses.

In 1976, Becky obtained her Bachelor of Science Degree in Education from Pittsburg State University. After teaching first grade for nearly two decades, she changed paths and decided to pursue a career in the financial services industry. Becky’s teaching qualities of patience, including intent listening and empathy, help make our clients feel right at home. Managing all aspects of service for our clients, you can rest assured Becky will guide and support you every step of the way.