Meet the EYW Team!

Jake Northrup, CFP®, CFA, CSLP®

  • Founder & Financial Planner
  • View Jake’s Bio at a Glance

    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. 

    • Favorite movie = Airplane!
    • Favorite TV show = Parks & Rec/Schitt’s Creek
    • Favorite place traveled = Greece
    • Favorite food = Sushi
    • Aspiring to be = Better cook
    • Financial planning superpower = Using metaphors & analogies to make complicated financial topics easily understood

    Marie Lovett, CFP®

    Associate Financial Planner

    View Marie’s Bio at a Glance

    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!

    • Favorite movie = Twister
    • Favorite TV show = Grey’s Anatomy
    • Favorite place traveled = North Captiva Island, FL
    • Favorite food = Homemade egg sandwiches
    • Aspiring to be = Fluent in ASL (American Sign Language)
    • Financial planning superpower = Emotionally connecting with clients & building trust

    Mike Gorman, CFP®, CSLP®

  • Financial Planner
  • View Mike’s Bio at a Glance

    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.

    • Favorite movie = Jerry Maguire
    • Favorite TV show = The Office
    • Favorite place traveled = Bali
    • Favorite food = Pizza (no discrimination – Chicago, NY, I hear Detroit even has a pizza style. I love them all!)
    • Aspiring to be = Better with winter sports. Snow shoeing anyone?
    • Financial planning superpower = Deep listening & guiding clients through completing those pesky action items that don’t come with a deadline.

    Reese & Roxie

    Chief Worry Officers

    View Their Super-Serious Bios

    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.

    • High-maintenance trait = Can't be left alone (Reese) and won’t poop while it’s raining (Roxie)
    • Weird quirk = Sniffs eyeballs (Reese) and unsure how to play fetch (Roxie)
    • Favorite place traveled = Anywhere outside without other dogs (Reese & Roxie)
    • Favorite food = Cooked egg yolks (Reese) and gnocchi in pink vodka sauce (Roxie)
    • Aspiring to be = A cat (Reese & Roxie)
    • Financial planning superpower = Worrying about your money (Reese & Roxie)

    Jake Northrup, CFP®, CFA, CSLP®

  • Founder & Financial Planner
  • The Professional Version

    The Professional Version

    • Prior experience before EYW: Lead advisor at Ballentine Partners for mostly dual-income households with >$3 million of investment assets
    • Certified Financial Planner (CFP®)
    • Chartered Financial Analyst (CFA)
    • Certified Student Loan Professional (CSLP®)
    • 2020 Investment News 40 Under 40 Class
    • 2020 Business Insider Top 23 Financial Planner for Millennials
    • 2021 Financial Advisor Magazine Young Advisor to Watch
    • 2022 Investopedia Top 100 Financial Advisor
    The Real Version

    Why financial planning?

    I've always loved numbers and I’ve always loved helping people. I was trying to find the right way to mix these two into a career and then my father passed away suddenly at the age of 63, just before he was about to retire.

    This had a profound impact on me – he was so excited to start this next phase of his life and the next thing I know I’m sitting next to my mother across the table from our family’s financial planner discussing estate settlement and life insurance.

    Honestly, we had no interest in dealing with any of this. We were trying to cope with what just happened so suddenly. However, I vividly remember how we felt after leaving that meeting. We were so thankful that we had someone we trusted to take care of those financial affairs during the most difficult times of our life.

    This is why I love what I do – I’m able to be there for people through the good times and the bad times. I know what it feels like to have someone that understands your story, your values and your money and helps you make decisions to live the life you love.

    My experience also taught me that life can be short and you want to experience your life while you can!

    The Real Real Version

    What is Jake like outside of work?

    • Travel, travel, travel. I could talk for days about this. Some of our favorite trips include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia, Scotland, Portugal and Greece (where we got married!)
    • Be outdoors – hiking, playing sports, going to the beach, being on the water, etc. I’m not a winter person.
    • Enjoy some drinks and good food with friends & family

    Marie Lovett, CFP®


    The Professional Version

    The Professional Version

    • Prior experience to EYW: Client Specialist & Financial Planner working with retirement plan participants, personal trust and wealth management clients.
    • Certified Financial Planner (CFP®)
    • FPA Pro-Bono Advisor
    • Financial Planning Association (FPA) of East Tennessee Board Member
    • Founder of Brew Wealth; 1:1 Personal Financial Coaching side business
    • Junior Achievement of East Tennessee Student Mentor
    The Real Version

    Why financial planning?

    I learned one thing about money when I was growing up and it was that there was never enough of it. At an early age, I understood what evictions and repossessions were, probably long before I could pronounce the words correctly!

    Growing up in that environment ultimately left me with a choice of two paths as I got older: fall into that same pattern and struggle financially throughout my life OR do the complete opposite.

    The upside to growing up in that environment is that I learned valuable life lessons like determination, perseverance, and doing whatever had to be done to succeed. I also learned gratitude for the small things in life and compassion for those in similar situations.

    Having the opportunity to help people decode, simplify, and navigate complicated financial concepts is incredibly fulfilling & sometimes even very emotional for me. Becoming a trusted partner to help our clients make smart money moves for the future, in order to live a more fulfilling life today, is a privilege, and one I never take for granted. This is not a “job” for me, it’s my calling. Sounds cliché, I know, but it’s true!

    The Real Real Version

    What is Marie like outside of work?

    Our family is always outside and on the go, rain or shine! We’re fortunate to live in a city with endless hiking and biking trails, greenways, rivers, and lakes surrounded by the beautiful Smoky Mountains, so we try to get out and explore as often as possible. 

    We look forward to taking 2-3 trips each year to various beaches but recently started visiting some states out West. I’m most excited about someday visiting Seattle & Vancouver!

    I enjoy the simple things in life like sleeping past 6 a.m., the feeling of a warm cup of coffee in my hands, watching people reunite with their loved ones in an airport, and good music that makes you want to dance!

    Mike Gorman, CFP®, CSLP®

    Financial PLANNER

    The Professional Version

    The Professional Version

    • Prior experience to EYW: Lead advisor at BKD Wealth Advisors & Facet Wealth serving a wide range of households
    • Certified Financial Planner (CFP®)
    • Certified Student Loan Professional (CSLP®)
    • Former Certified Public Accountant (CPA)
    The Real Version

    Why financial planning?

    I’ve always been fascinated with how money works, observing money’s ability to open certain doors and close others, as well as watching the financial impact on relationships long before I understood the statistics behind money and relationships. Wanting to do something that helped people individually, financial planning done the right way feels more like a calling than a career.

    In my own life, moving across the country, away from my family and the only home I’ve known would have sounded absurd a few years ago. Yet, with flexibility, intentional habits, and a bit of patience, that’s exactly what my wife and I did by moving from Chicago to Flagstaff, with a year-long layover in Colorado.

    I love guiding others through identifying their vision of their ideal life and building a plan to get there, knowing that flexibility is important, as things change.

    Money touches every aspect of life and it’s so essential to use it as a tool to live out your life rather than following the crowd. The concept of saving gets drilled into us, but how do your values and goals fit into the picture? Thoughtfully spending and crafting a life you love, using your values and desired experiences as the guiding force is why I’m here!

    The Real Real Version

    What is Mike like outside of work?

    I love the outdoors. Running, hiking, anything with water, and I’m dipping my toe into winter sports.

    My wife & I love to travel and go on adventures, whether for a morning or weeks at a time.  We spent six weeks in Northern AZ a few years back, which led us to moving to our adopted home of Flagstaff, AZ, living up to our family motto of “Do Epic Shit.”

    I’m a nerd at heart. A day with outdoor physical activity + a good book, maybe by the fire, sounds perfect.

    Let's Talk!

    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. 

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