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The Falcon Financial Group, LLC In 2009, Jeff founded the Falcon Financial Group with his partners to create a firm that focuses on the many needs of the affluent and emerging affluent community Jeff specializes in comprehensive financial planning, retirement planning, and wealth management for individuals and business owners
Jeffrey M. Valle - The Falcon Financial Group In 2009, Jeff founded the Falcon Financial Group with his partners to create a firm that focuses on the many needs of the affluent and emerging affluent community Jeff specializes in comprehensive financial planning, retirement planning, and wealth management for individuals and business owners
Christopher Colvin - The Falcon Financial Group In 2019, Chris joined Net Worth Management Group, where he provided tax-efficient strategies and comprehensive wealth management services to individuals, families, and businesses In 2024, Net Worth Management Group merged with The Falcon Financial Group, LLC
Joseph Armstrong | Jeffrey M. Valle CFP®, ChFC, CDFA, CLU, RICP®, CPFA® He spent nearly three years working with ultra-high net worth clients specifically focused on investments and risk management During that time, he developed a deep understanding of financial markets, portfolio construction, goals-based investing, and liquidity management
William Ford, MBA - The Falcon Financial Group In 2009, Bill co-founded The Falcon Financial Group with his partners to create a firm that focuses on serving the full needs and goals of all his clients The firm’s main focus is to turn their clients’ vision of the future into reality
About Us - thefalconfinancialgroup. com At the Falcon Financial Group, our independent advisors have access to hundreds of money managers through multiple investment platforms from companies like LPL Financial, SEI, Brinker Capital and others to create portfolios that are specific to your goals and needs
Lisa Konefal | Jeffrey M. Valle CFP®, ChFC, CDFA, CLU, RICP®, CPFA® In 2024, Lisa embraced an exciting new opportunity by joining The Falcon Financial Group, LLC as a Registered Executive Assistant She will continue to support Douglas Todd and David Schluer, who have also joined forces with The Falcon Financial Group, LLC
Lauren Chanley | Jeffrey M. Valle CFP®, ChFC, CDFA, CLU, RICP®, CPFA® Lauren joined The Falcon Financial Group in 2024 to shift her focus to assisting individuals, families, and small businesses achieve their vision for the future Lauren focuses on wealth management by taking a holistic and data-driven approach to reaching long-term goals
Douglas Todd - The Falcon Financial Group As the founder and CEO, he built the firm from the ground up, focusing on tax-efficient retirement strategies, comprehensive financial planning, wealth management, and investment advisory services