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 of Business Administration degree 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 list of America’s Top Next-Gen Wealth Advisors.

In his free time Jake enjoys playing golf, attending sporting events, and traveling with his wife Rachel.  

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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 fiancé Cassie.

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Samantha Waters

Director

Client Service

Samantha and Jake have worked together for over ten years, 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.  She is also responsible for mentoring and training new client service team members.

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 fishing, traveling to her home town Carrollton, Missouri, and spending time with her husband Jimmy.

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James Lewis

Associate 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 from Westminster College.  He has also completed the Financial Planning Certificate Program through Bryant University’s Executive Development Center.  James maintains his Series 7 General Securities and Series 66 NASAA Uniform Combined State Law licenses.  In 2015 James was an Escort in the Belles of the American Royal.

In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, and traveling.

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Maddie Crawford

Associate

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.  

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

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Jesse Wilkins

Associate

Investment Analyst

Jesse's area of concentration caters around monitoring individual stock and bond positions for client portfolios.  He consumes a vast array of independent investment research to help provide guidance when Falcon Wealth Advisors makes important investment decisions.  Jesse monitors the latest trends in both active and passive investment management as well as creates content relating to timely market updates which is distributed to our clients.

Jesse earned a Bachelor of Science Degree in Finance and Political Science from the University of Kansas.  He is working toward his CFA certification and will be taking the CFA Level II Exam in June of 2019.  Jesse recently passed the Securities Industry Essentials exam in November of 2018.

In his free time, Jesse enjoys watching English Premier League Soccer, traveling, and spending time with friends and family.

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Abby Stockman

Associate

Concierge

As the Concierge to Falcon Wealth Advisors clients, Abby is responsible for managing the team’s calendar of meetings.  Her responsibilities also include, ordering office supplies, distributing content, and supporting administrative roles.  Abby’s goal is for every client to feel at home when visiting Falcon Wealth Advisor’s office.

Abby earned her Bachelor of Science in Business Administration with a focus in Marketing from Liberty University.

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

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