ABOUT US
Meet the Team
Jordan Cross, QKA
President
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714-210-4164 ext. 802 Voice
714-975-9352 Direct
Jackson Baber
Senior Retirement Plan Consultant
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714-210-4164 ext. 809 Voice
714-975-8198 Direct
Anival Soriano, QKA
Retirement Plan Associate
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714-210-4164 ext. 822 Voice
714-975-9344 Direct
Tamara Landon
Retirement Plan Associate
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714-210-4164 ext. 820 Voice
714-975-9331 Direct
Thien Bui, MSEA, QPA
Enrolled Actuary
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714-210-4164 ext. 810 Voice
714-975-8334 Direct
Erna Cox, APA
Retirement Plan Consultant
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714-210-4164 ext. 813 Voice
714-975-8329 Direct
Chad Curtis, QKA
Senior Retirement Plan Consultant Firm Technology Leader
714-210-4164 ext. 806 Voice
714-975-9354 Direct
Marisa David
Operations Manager
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714-210-4164 ext. 807 Voice
714-975-8336 Direct
Amy Harren, ERPA, QKA
Senior Retirement Plan Consultant
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714-210-4164 ext. 818 Voice
714-975-9334 Direct
Joan Marceau
Senior Retirement Plan Consultant
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714-210-4164 ext. 804 Voice
714-975-9353 Direct
Marie Monroy
Senior Retirement Plan Associate
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714-210-4164 ext. 803 Voice
714-975-8322 Direct
MaryKate Vadala, QKA
Senior Retirement Plan Consultant
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marykate.vadala@crossplans.com
714-210-4164 ext. 816 Voice
714-975-8335 Direct
Daniel Behnke, QKA
Retirement Plan Associate
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714-210-4164 ext. 815 Voice
714-975-8338 Direct
Senior Retirement Plan Consultant
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valerie.ventura@crossplans.com
714-210-4164 ext. 812 Voice
714-975-8326 Direct
Valerie Ventura, APA
Lea Perkins, QKA
Retirement Plan Consultant
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714-210-4164 ext. 805 Voice
714-975-9337 Direct
Martin Linthicum
Retirement Plan Associate
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martin.linthicum@crossplans.com
714-210-4164 ext. 824 Voice
714-975-8327 Direct
Kenny Jackson, CPC
Retirement Plan Consultant
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714-210-4164 ext. 808 Voice
714-975-9355 Direct
Ann Chou
Retirement Plan Associate
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714-210-4164 ext. 825 Voice
714-975-8321 Direct
Elizabeth Layton
Retirement Plan Associate
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elizabeth.layton@crossplans.com
714-210-4164 ext. 826 Voice
714-975-9340 Direct
CrossPlans
Loans and Distributions
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714-975-8338 Direct
949-387-0611 Fax