AT FALCON WEALTH ADVISORS

YOUR SUCCESS IS OUR PRIORITY

Jake Falcon, CRPC®

Founder and CEO

Wealth Advisor

With more than a decade of experience in the financial services industry, Jake is committed to helping clients pursue their financial goals, navigate the markets through both good and uncertain times, and preserve their legacies.

Jake works closely with clients to develop sophisticated, yet clear, strategies to help them achieve their objectives. He monitors both the retirement planning and investment landscape to stay up to date on the latest trends to help optimize appropriate financial solutions for clients. Additionally, he is responsible for the oversight of Falcon Wealth Advisors’ culture and is committed to providing clients with an excellent experience.

Jake earned his bachelor's degree in business administration from the University of Texas at San Antonio. He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under 40” list. He was also listed in the Forbes 2018, 2019 and 2020 list of America’s Top Next-Gen Wealth Advisors. In 2020, he ranked #1 for the state of Kansas. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021.

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 has spent his entire professional career dedicated to financial planning and asset management.  His personal relationships allow him to help guide clients towards their retirement goals with careful planning and attention to investment details.

Cory works with clients to create and implement comprehensive, goals driven financial plans and investment strategies.  He is also responsible for the professional development of team members and maintaining a client centric environment.

Cory graduated Summa Cum Laude from the University of Central Missouri.  He holds the Chartered Retirement Planning Counselor® (CRPC®) designation and has completed the Investment Strategies and Portfolio Management Executive Education Program at The University of Pennsylvania’s Wharton School of Business. In 2014, Cory was recognized as one of Ingram’s Magazine’s exclusive “20 in their Twenties” honoring outstanding, young entrepreneurs in the Kansas City area.

In his free time, Cory enjoys playing tennis, reading, and spending time with his wife Cassie.

Samantha Waters

Managing Director

Client Service

Samantha and Jake have worked together since 2008. Her primary role is ensuring every client receives an excellent experience when working with our team. She is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, rollover and transfer funds, and other administrative tasks. Samantha also works directly with our custodian, Charles Schwab, as our client liaison.  As a Managing Director, she is also responsible for mentoring and training new client service team members, as well as making sure that the daily functions of the business run smoothly.

Samantha earned a Bachelor of Arts degree in Finance with a Minor in Economics from Park
University. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In her free time, Sam enjoys spending time outdoors in her hometown of Carrollton, Missouri, and spending time with her husband, Jimmy, and their twins, Jackson and Ava.

James Lewis, CFP®

Director

Wealth Management

By working in the Wealth Management division of Falcon Wealth Advisors, James area of focus includes client service, financial planning, and investment management.  He is committed to maintaining and strengthening client relationships as well as developing new ones.  James’ primary responsibility is ensuring clients receive a personalized, comprehensive wealth management experience.

James earned his Bachelor of Arts degree in Business Administration and Philosophy with an emphasis in Ethics from Westminster College. He has also completed the Financial Planning Certificate Program through Bryant University's Executive Development Center. After completing the program, James went on to obtain one of the highest designations in the financial planning field, the CERTIFIED FINANCIAL PLANNER™ certification in 2019. Studying for over 265 hours, James passed the exam in July and acquired the CFP® mark shortly after. James maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, traveling, and cooking. In addition, in 2015 James was an Escort in the Belles of the American Royal.

Maddie Crawford, FPQP™

Associate Director

Financial Planning

Maddie is responsible for preparing and updating financial plans, performance reports, and other Falcon Wealth Advisors collateral for client meetings.  She furthers her education by
learning more about latest trends and improvements in financial planning software.  She also helps our clients access their account information through their online portal.

Maddie earned her Bachelor of Science degree in Journalism with an emphasis in Strategic Communication from the University of Kansas. Maddie also maintains the Financial Planning For Qualified Professionals (FPQP™) designation.  

In her free time, Maddie enjoys exercising, watching KU Basketball games, and spending time with her husband Brad.

Abby Stockman, AAMS®

Associate Director

Research & Trading

Abby is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. Her role also involves tracking the performance and allocations of our portfolio.

Abby earned her Bachelor of Science in Business Administration with a focus in Marketing from Liberty University. Abby also maintains her Series 7 General Securities license, Series 66 NASAA Uniform Combined State Law license, and Accredited Asset Management Specialist (AAMS®) designation.

In her free time, Abby enjoys reading, traveling, and spending time with her husband Trey.

Matthew Navickas, AAMS®

Associate Director

Research & Trading

Matthew is responsible for researching stocks and bonds, as well as keeping up to date with the current positions in our portfolio. His role also involves tracking the performance and allocations of our portfolio.

Matthew earned his Bachelor of Science in Finance with a concentration in Business Analytics from the University of Kansas. Matthew holds his Series 7 & 66 licenses and maintains the Accredited Asset Management Specialist (AAMS®) designation.

In his free time, Matthew enjoys watching sports, playing golf, and going to the lake.

Matthew Tomlin, CFP®

Associate Director

Financial Planning

Working in the Financial Planning Division, Matthew is responsible for creating comprehensive financial plans, generating performance reports, providing content for our blog, and providing support to the Wealth Management Team.

Matthew earned a Bachelor of Science degree in Personal Financial Planning at the University of Missouri-Columbia. Matthew continued his education beyond graduating and went on to obtain his CERTIFIED FINANCIAL PLANNER™ certification, one of the highest designations in the financial planning field, to acquire the CFP® mark. Matthew also maintains his Series 7 General Securities and Series 66.

In his free time, Matthew enjoys playing basketball, spending time with friends and family, reading, and following his favorite sports teams.

Abbie Musson

Associate

Client Service

As a Client Service Associate, Abbie is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, and rollover and transfer funds. Her responsibilities also include preparing account maintenance paperwork and performing other administrative roles around the office.

Abbie earned her Bachelors Degrees in Marketing and Management from the University of Kansas.

In her free time, Abbie enjoys cooking, being active, and spending time with her friends and family.

Mari McGraw

Associate

Client Service

As a Client Service Associate, Mari  is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, and rollover and transfer funds. Her responsibilities also include ordering office supplies and other supporting administrative roles.  

Mari earned her Bachelor of Arts in English, Political Science, and Women’s Studies from Kansas State University.  

In her free time, Mari enjoys spending time with her three boys, reading, and gardening.

Joe Ibarra, CPA

Associate

Financial Planning

As an Associate of Financial Planning, Joe is responsible for onboarding new clients as well as helping current clients understand their account statements, take distributions, and rollover and transfer funds. His responsibilities also include preparing account maintenance paperwork and performing other administrative roles around the office.

Joe graduated number one in his class from Rockhurst University’s Helzberg School of Management with bachelor's degrees in accounting and philosophy. He is a Certified Public Accountant (CPA), member of the Missouri Society of CPAs and is currently pursuing his Series 7 and Series 66 licenses.

In his free time Joe enjoys playing tennis, sharing meals with family and friends and exploring Kansas City with his fiancé, Killian.

Brandon Reed, CFA®

Director

Research & Trading

Wealth Management

Brandon brings nearly a decade of portfolio management and investment research experience to Falcon Wealth Advisors. In his role he helps clients understand and navigate their financial journey, while making sense of the markets and their portfolio. He will also work closely with the firm’s research and trading team to assist with investment strategies and identify new opportunities.

He earned his bachelor's degree in business administration from Saint Louis University. He is a Chartered Financial Analyst (CFA®) and member of the CFA Society of Kansas City.
Brandon enjoys spending time with his wife and children, golfing and watching sports.

Scott Sturgeon, CFP®

Director

Wealth Management

Scott works in the wealth management division, helping with clients navigate life's obstacles, financial or otherwise, so they can pursue the things they're passionate about. Often it's the planning topics that individuals aren't aware of that can hinder their long-term plans the most. Leveraging his background in finance and law, Scott helps identify blind spots clients may be overlooking and assists them in taking action on strategies to most efficiently achieve their goals.

Scott has a bachelor's degree from the University of Kansas and a law degree from the University of Missouri-Kansas City, as well as a master's degree in finance from the Bloch School of Management. Scott is a Certified Financial Planner™ professional.

In his free time, Scott loves spending time with his wife, Jenny, and daughter, Scarlett, at their home in Prairie Village. An avid outdoorsman, Scott enjoys fishing, hiking, walking Birdie (his miniature Australian Shepherd) and manning the grill or smoker.