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, CFP®
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.