Equity Market Gets A Boost from the Labor Market Last week, markets were boosted as the change in nonfarm payrolls came in much better than expected. 157,000 jobs were added in October while the estimate for the month was only at 85,000, per Bloomberg. It’s also noted that the 157k was better than the average […]
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about the authors
Jake Falcon, CRPC
Founder and CEO Wealth Advisor
Jake began his career in the financial services industry in 2006. He enjoys creating content that educates individuals on the differences amongst financial professionals.
Jake also like speaking/writing about complex strategies in language non-financial professionals can understand. In his free time, Jake enjoys playing golf, attending sporting events, and traveling with his wife, Rachel.
Cory Bittner, CRPC
Co-Founder and COO Wealth Advisor
Cory began his career in the financial services industry in 2010.
He enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating. Cory also enjoys educating subscribers on the many options available to individual investors.
In his free time, Cory enjoys playing tennis, reading, and spending time with his wife Cassie.
James Lewis, CFP®
Director Wealth Management
James began his career in the financial services industry in 2015.
He enjoys researching and educating on a broad arena of financial topics. James also is passionate about helping millennial clients prepare their financial futures.
In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, and traveling.
Associate Director Investment Analyst
Jesse began his career in the financial services industry in 2018.
His primary area of focus is researching and writing about capital markets. Jesse is constantly studying and discussing the economy which helps our team make sound investment decisions for our clients.
In his free time, Jesse enjoys watching English Premier League Soccer, traveling, and spending time with friends and family.
Matt is responsible for identifying tax planning opportunities for our clients. He evaluates the details of each financial plan to maximize the tax efficiency. This helps separate our practice from others as he identifies strategies other financial planners may overlook.
Matt earned his Bachelor of Science degree in Finance from the University of Kansas. Matt also holds his Series 7 and 66 licenses.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.