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

Cory Bittner, CRPC™

Co-Founder and Wealth Advisor
Samantha Waters portrait

Samantha Waters

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

Maddie Crawford, FPQP®

Investment Analyst
Abby Stockman, AAMS<sup>®</sup> portrait

Abby Stockman, AAMS®

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

Matthew Navickas, AAMS®

Investment Analyst
Abbie Musson portrait

Abbie Musson

Account Manager
Mari McGraw portrait

Mari McGraw

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

Jake Cross, CFP®

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

Tyler Geiman, CRPC™

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

Conner Hanlon, CFA®

Portfolio Manager
Jordan Rehkow, CFP<sup>®</sup> portrait

Jordan Rehkow, CFP®

Financial Planner
Luke Sullivan portrait

Luke Sullivan

Communications Manager
Joe Rost, CFP<sup>®</sup> portrait

Joe Rost, CFP®

Financial Planner
Drew Van Scyoc portrait

Drew Van Scyoc

Account Manager
Dylan Veatch portrait

Dylan Veatch

Para Planner

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
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