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®, CSLP®
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.
Lillian Turner, CFP®, CSLP®
Hello, friend! My name is Lillian (or Lilly, for short). I currently live in Phoenix, AZ but I’m a Midwest gal at heart. My passions include fitness, finance, and french bulldogs. I’m also a huge bookworm and strive to be a lifelong learner. Financial life planning is my absolute jam, and I hope to impact as many people as possible through my work. I’m a strong believer in life/money balance and spending in alignment with your values.
Reese, Albie & Eugene
CHIEF COMPASSION OFFICERS
Hello! We’re the Chief Compassion Officers. Reese lives with Marie in Tennessee, Albie lives with Jake in Rhode Island and Eugene lives with Lilly in Arizona. You will likely find us in Zoom meetings sleeping or demanding attention. Outside of the office, we like to chase squirrels and protect our humans.
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.