WHO WE ARE

Jake Falcon, CRPC^®

Founder and 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. Additionally, Jake was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2021, 2022, and 2023.

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

Cory Bittner, CRPC^®

Co-Founder and 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 young entrepreneurs in the Kansas City area. In 2022, he was included in Forbes’ list of Best-In-State Next-Gen Wealth Advisors. Additionally, Cory was included in Forbes’ list of Best-In-State Wealth Advisors for Kansas in 2023.

In his free time, Cory enjoys playing tennis, reading, and spending time with his wife, Cassie, and their dog, Otis.

Sam Partner Client Operations

Partner

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 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.