Meet the EYW Team!
Jake Northrup, CFP®, CFA, CSLP®
Hi there! My name is Jake. I’m originally from Massachusetts, but my home base is now in Rhode Island with my high maintenance wife and dog (yes both!). I’m a travel enthusiast, local cuisine explorer, dog lover (especially pugs!), Tom Brady fan boy and ex-baseball player back in the days. However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
Marie Lovett, CFP®
Associate Financial Planner
Hey there! I’m Marie! Although I am originally from Michigan (Go Green!), my husband and I live in the beautiful state of Tennessee with our adventure-seeking son, Holden, two senior kitties and a rescued, stage-5 clinger pup. Our family stays very active but when we have a rare “stay at home day”, you can usually find me drinking coffee (always!) while attempting a completely unnecessary DIY project, reading, daydreaming, or sharing my passion for financial planning & financial wellness with anyone who’ll listen!
Mike Gorman, CFP®, CSLP®
Hi there! I’m Mike. I’m from Chicago and my wife and I now live in Flagstaff, AZ, but I brought my Chicago sports affiliation with me, especially for my first love, the Cubs. When I’m not looking at computer screen, I’m generally outdoors keeping the sunscreen makers of the world in business, running, hiking, trying something new, or hiding out with a book. I love life-centered financial planning and guiding others through achieving their dreams.
Reese & Roxie
Chief Worry Officers
Hello! We’re Reese and Roxie. Reese lives with Marie in Tennessee and Roxie lives with Jake in Rhode Island. You will likely find us in Zoom meetings sleeping or barking at the UPS person. Outside of the office, we like to chase squirrels and protect our humans. As Chief Worry Officers, we worry about everything all day long (including your money!) so you don’t have to.
We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom.