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.
Matthew Tomlin
Associate Director
Financial Planning
Matthew is responsible for creating comprehensive financial plans, generating performance reports, and providing support to the Wealth Management Team.
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.