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 toward 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.

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

As a Financial Planner, Matthew is responsible for creating comprehensive financial plans, generating performance reports and providing support to the wealth management team – especially Jake Falcon, whom Matthew joins on most client meetings.

Matthew earned a bachelor's 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 Director

Client Service

As Client Service Associate Director, 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 bachelor's degree in marketing and management from the University of Kansas. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

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

Mari McGraw

Associate Director

Client Service

As a Client Service Associate Director, 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's degree in english, political science, and women’s studies from Kansas State University. She also maintains her Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.

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

Joe Ibarra, CPA

Associate Director

Financial Planning

As a Financial Planner, Joe is responsible for creating comprehensive financial plans, generating performance reports and providing support to the wealth management team – especially Cory Bittner, whom Joe joins on most client meetings.

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), maintains his Series 7 license and his Series 66 license. Joe is a member of the Missouri Society of CPAs and Catholic Financial Planners Network.

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

Jake Cross

Associate Director

Financial Planning

As a Financial Planner, Jake is responsible for creating comprehensive financial plans, generating performance reports and providing support to the wealth management team – especially Scott Sturgeon, whom Jake joins on most client meetings.

Jake holds a Bachelor of Science in finance with a concentration in business analytics from the University of Kansas. Jake holds his Series 7 & 66 licenses and is pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

In his free time, Jake enjoys playing sports, reading and going to the lake.