Falcon Wealth Advisors Employee Directory

Falcon Wealth Advisors corporate office is located in 1900 Shawnee Mission Pkwy Ste 310, Shawnee Mission, Kansas, 66205, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Marketing

Key Employees of Falcon Wealth Advisors

Cory Bittner
Co-Founder & Chief Financial Officer & Wealth Advi...
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Falcon Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Falcon Wealth Advisors

Hundreds of professionals searching for Falcon Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MH
Marissa Haugen
Email Direct
Account Manager
United States , Kansas , Shawnee Mission

CF
Catalina Florez
Email Direct
Executive Assistant
United States , Kansas , Shawnee Mission

JF
Jake Falcon
Email Direct
Founder & Chief Executive Officer & Wealth Advisor
United States , Kansas , Shawnee Mission

MM
Mari McGraw
Email Direct
Associate Director, Client Operations
United States , Kansas , Shawnee Mission

Cory Bittner
Email Direct
Co-Founder & Chief Financial Officer & Wealth Advisor
United States , Kansas , Shawnee Mission

CH
Conner Hanlon
Email Direct
Portfolio Manager
United States , Kansas , Shawnee Mission

AS
Abigail Stockman
Email Direct
Investment Analyst
United States , Kansas , Shawnee Mission

MC
Maddie Crawford
Email Direct
Financial Planning
United States , Kansas , Shawnee Mission

SW
Samantha Waters
Email Direct
Managing Director, Client Service
United States , Kansas , Shawnee Mission

JR
Jordan Rehkow
Email Direct
Financial Planner
United States , Kansas , Shawnee Mission

DV
Drew Van Scyoc
Email Direct
Account Manager, Client Operations
United States , Kansas , Shawnee Mission

CD
Calvin Dillon
Email Direct
Account Manager
United States , Kansas , Shawnee Mission

TG
Tyler Geiman
Email Direct
Financial Planner
United States , Kansas , Shawnee Mission

MK
Michael Keegan
Email Direct
Account Manager
United States , Kansas , Shawnee Mission

LS
Lucas Sullivan
Email Direct
Director, Communications & Manager, Communications
United States , Kansas , Shawnee Mission

JC
Jacob Cross
Email Direct
Director, Financial Planning & Financial Planner
United States , Kansas , Shawnee Mission

MN
Matthew Navickas
Email Direct
Portfolio Manager
United States , Kansas , Shawnee Mission

CM
Colby Morris
Email Direct
Communications Associate
United States , Kansas , Shawnee Mission

Former Employees at Falcon Wealth Advisors

Explore people who held key positions, contributed to Falcon Wealth Advisors's success, and advanced their careers.

Matthew Tomlin

Manager, Private Wealt... at Creative Planning

Worked as Associate Director, Financial Planning

at Falcon Wealth Advisors (2020-2024)

Direct

Lindsey Freemyer

Recovery Coach and Cer... at CommCare

Worked as Manager, Communications

at Falcon Wealth Advisors

Direct

Marc D'Errico

Associate Director, Fu... at SS&C Technologies

Worked as Associate Director, Client Operations

at Falcon Wealth Advisors (2022-2024)

Direct

Mask Content

Director, Client Devel... at Creative Planning

Worked as Associate Director - Wealth Management Analyst

at Falcon Wealth Advisors (2017-2018)

Direct

Mask Content

Financial Associate & ... at sochacapital.com

Worked as Financial Planner

at Falcon Wealth Advisors (2024-2026)

Direct

Mask Content

Associate Director, Cl... at AXIOS

Worked as Concierge

at Falcon Wealth Advisors (2020-2020)

Direct

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Frequently Asked Questions Regarding Falcon Wealth Advisors Employees

How many employees does Falcon Wealth Advisors have?

Falcon Wealth Advisors has 1-10 employees

Who is the CFO of Falcon Wealth Advisors?

Falcon Wealth Advisors’s CFO is Cory Bittner

Who are Falcon Wealth Advisors key employees?

Some of Falcon Wealth Advisors key employees are Cory Bittner

Where is Falcon Wealth Advisors located?

Falcon Wealth Advisors’s headquarters are located at 1900 Shawnee Mission Pkwy Ste 310, Shawnee Mission, Kansas, 66205, United States

How do I contact Falcon Wealth Advisors?

Falcon Wealth Advisors Contact Info: Phone number: (913) 326-1900 Website: www.falconwealthadvisors.com

What does Falcon Wealth Advisors do?

Falcon Wealth Advisors provides personalized wealth management solutions, including financial planning, investment management, tax planning, and 401(k) management. They focus on enhancing financial literacy and tailoring their services to meet the unique needs of each client. Their clientele primarily consists of individuals who have built signific... Read More

Is Falcon Wealth Advisors a public company?

Falcon Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about Falcon Wealth Advisors Employees