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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.

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

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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 was recognized as one of Ingram’s Magazine’s exclusive “20 in Their Twenties” list in 2014.

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

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James Lewis

James Lewis

Associate Director,

Wealth Management Analyst


James Lewis is an Associate Director and 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.

Matt Johnson

Matt Johnson

Associate, Paraplanner


Matt Johnson is an Associate and Paraplanner at Falcon Wealth Advisors. His main areas of focus include business development and client services. Matt plays an integral role in supporting business growth and enhancing the team’s service offering.

He is currently pursuing a Bachelor of Science degree in Finance from the University of Kansas.

Matt’s hobbies include golfing, fishing and keeping up with his favorite sports teams.

Connor Stremel

Connor Stremel

Associate, Business Development Specialist


Connor Stremel is an Associate and Business Development Specialist at Falcon Wealth Advisors. His main areas of focus include business development, wealth management, and new client introductions. 

Connor grew up in Lawrence, Kansas and graduated from Baker University with a degree in Business Management. He received his Masters in Business Administration from the University of Kansas.

Connor enjoys spending time with his friends and family, as well as staying active and being outdoors.

Samantha Goetting

Samantha Goetting

Director, Client Experience Specialist


Samantha Goetting is a Director and 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.

Morgan Rezaei

Morgan Rezaei

Associate, Client Operations Specialist


Morgan Rezaei is an Associate and Client Operations Specialist at Falcon Wealth Advisors. Her key areas of focus include daily operations, client communications, administrative tasks and client services.

Morgan earned her Bachelor of Science in Business Administration degree in Marketing from Rockhurst University.

In her free time, Morgan enjoys spending time with her friends and family. She also enjoys traveling as often as possible.

Kate Kennally

Kate Kennally

Associate, Business Development Specialist


Kate Kennally is an Associate and Business Development Specialist at Falcon Wealth Advisors. Her key areas of focus include website content, marketing and social media efforts, event planning, and client services.

Kate earned her Bachelor of Science in Mass Communications and Marketing degree from Kansas State University.

In her free time, Kate enjoys spending time with friends and family, being outdoors, and cheering on her favorite Kansas City sports teams.