Our Financial Advisory Team

Our ensemble team of wealth professionals provides you with a personalized and responsive experience

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Jake Falcon, CRPC<sup>™</sup> portrait

Jake Falcon, CRPC™

Founder and CEO
Wealth Advisor
Cory Bittner, CRPC<sup>™</sup> portrait

Cory Bittner, CRPC™

Co-Founder and CFO
Wealth Advisor
Samantha Waters portrait

Samantha Waters

Partner and COO
Maddie Crawford, FPQP<sup>®</sup> portrait

Maddie Crawford, FPQP®

Account Manager
Abby Stockman, AAMS<sup>™</sup> portrait

Abby Stockman, AAMS™

Investment Analyst
Matthew Navickas, CFA<sup>®</sup> portrait

Matthew Navickas, CFA®

Portfolio Manager
Mari McGraw portrait

Mari McGraw

Account Manager
Jake Cross, CFP<sup>®</sup> portrait

Jake Cross, CFP®

Director of Financial Planning,
Financial Planner
Tyler Geiman, CRPC<sup>™</sup> portrait

Tyler Geiman, CRPC™

Financial Planner
Conner Hanlon, CFA<sup>®</sup> portrait

Conner Hanlon, CFA®

Chief Investment Officer
Luke Sullivan portrait

Luke Sullivan

Account Manager
Drew Van Scyoc portrait

Drew Van Scyoc

Account Manager
Calvin Dillon portrait

Calvin Dillon

Investment Analyst
Michael Keegan portrait

Michael Keegan

Financial Planner
Blake McGovern portrait

Blake McGovern

Wealth Management Associate
Tarren Bingham portrait

Tarren Bingham

Account Manager
Jayedon Manswell portrait

Jayedon Manswell

Account Manager

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