Jake Falcon, CRPC
Founder and CEO
Wealth Advisor
Jake enjoys creating content that educates individuals on the differences amongst financial professionals.
Cory Bittner, CRPC
Co-Founder and COO
Wealth Advisor
Cory enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating.
James Lewis, CFP®
Director
Wealth Management
James enjoys researching and educating on a broad arena of financial topics.
Matt Johnson, CTS™
Associate Director
Financial Planning
Matt is responsible for identifying tax planning opportunities for our clients.
Matt Navickas
Associate Director
Research & Trading
Matt is responsible for researching stocks and bonds, as well as keeping up to date with current positions in our portfolio.