Jake Falcon, CRPC®

Chief Executive Officer, Wealth Advisor

Jake Falcon is the Chief Executive Officer and Wealth Advisor at Falcon Wealth Advisors. With more than a decade of experience in the financial services industry, he is committed to helping clients preserve their legacies, pursue their financial goals and navigate the markets through both good and uncertain times.

Jake works with clients to develop clear, sophisticated strategies to help them achieve their objectives. He monitors the investment landscape and the latest trends to help optimize appropriate financial solutions for clients’ portfolios. Additionally, he is responsible for the oversight of the practice's culture and commitment to providing clients with an excellent service 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 Program administered by The University of Pennsylvania’s Wharton School of Business. In 2016, Jake was featured in Ingram’s Magazine’s prestigious “40 Under Forty” list. He was also listed on the Forbes 2018 list of America's Top Next-Generation Wealth Advisors. 

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

learn more close

Cory Bittner, CRPC®

Chief Operating Officer, Wealth Advisor

Cory Bittner is the Chief Operating Officer and Wealth Advisor at Falcon Wealth Advisors. With a deep background in financial planning and asset management, Cory is dedicated to helping clients build and manage portfolios that position them for success.

Cory works with clients to develop and assess comprehensive, goals-oriented financial plans and investment strategies. He is also responsible for the oversight and professional development of team members, with a strong emphasis on client service and value.

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 Program administered by The University of Pennsylvania’s Wharton School of Business. In 2014, Cory was recognized in Ingram’s Magazine’s exclusive “20 in their Twenties” list.

In his free time, Cory enjoys St. Louis Cardinals baseball, reading and exercising.

learn more close
(click on image to view bio)
James Lewis

James Lewis

Associate Director,

Wealth Management Analyst


James Lewis is an Associate Director, Wealth Management Analyst at Falcon Wealth Advisors. He focuses on business development and supports the team’s client services. James is committed to strengthening and maintaining client relationships to help ensure a personalized, comprehensive wealth management experience.

James earned his Bachelor of the Arts degree in Business Administration and Philosophy from Westminster College. He also holds the Series 7 and 66 licenses.

Born and raised in Kansas City, Missouri, James enjoys spending time with family and friends, as well as playing soccer and other sports.

Samantha Waters

Samantha Waters

Director, Client Experience Specialist


Samantha Goetting is a Director, Client Experience Specialist at Falcon Wealth Advisors. Samantha is responsible for the management and administrative functions of the team’s office. She plays a critical role in ensuring an excellent client experience.

Samantha earned a Bachelor of the Arts degree in Finance from Park University. She also holds the Series 7 and 66 licenses.

Samantha’s passions outside of the office include reading and spending time with family and friends.

Maddie Crawford

Maddie Crawford

Associate,

Client Concierge


Maddie Crawford is an Associate, Client Concierge at Falcon Wealth Advisors. Maddie is responsible for scheduling, administrative and marketing initiatives for the team.

Maddie earned a Bachelor of Science degree in Journalism with an emphasis in Strategic Communication from the University of Kansas.

Outside the office, Maddie enjoys teaching yoga classes, KU Basketball, and spending time with family and friends.