Meet the EYW Team!



Jake Northrup, CFP®, CFA, CSLP®

  • Founder & lead 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®, CSLP®

    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
    Ashley

    Ashley Quamme, LMFT, FBS®, CFT-I™

    Fractional Financial Behavior Officer

    View Ashley’s Bio at a Glance

    Hi there, I’m Ashley! I currently reside in Augusta, GA with my husband and two kiddos, but I’m a born and bred North Carolina girl. I love being out on the lake with family, traveling to new destinations, and take pride in being the loudest soccer mom on the field (not the obnoxious kind, but the cool kind). When I’m not playing Uber driver for my kids, I geek out over all things emotions, money, and couples. Empowering clients to understand their money and themselves better is where my passion lies.

    • Favorite movie = Grease
    • Favorite TV show = Seinfeld
    • Favorite place traveled = Cambodia
    • Favorite food = Brownies (but not the edge pieces)
    • Aspiring to be = A Master Gardener
    • Financial planning superpower = Connecting quickly with clients while helping them understand what’s underneath their thoughts and behaviors.
    Pets

    Albie & Reese

    CHIEF COMPASSION OFFICERS

    View Their Super-Serious Bios

    Hello! We’re the Chief Compassion Officers. Reese lives with Marie in Tennessee and Albie lives with Jake in Rhode Island . 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. 

    • High-maintenance trait = Can't be left alone (Reese) and must be chewing on a kong (Albie)
    • Weird quirk = Sniffing eyeballs (Reese) and sleeping on his back (Albie)
    • Favorite place traveled = The family river house in Michigan (Reese) and anywhere outside with other dogs (Albie)
    • Favorite food = Cooked egg yolks (Reese) and anything he shouldn't eat (Albie)
    • Aspiring to be = A cat (Reese) and homecoming king (Albie)
    • Financial planning superpower = Providing unwavering compassion for your money (Reese & Albie)

    Jake Northrup, CFP®, CFA, CSLP®

  • Founder & lead 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®, CSLP®

    ASSOCIATE FINANCIAL PLANNER

    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®)
    • Certified Student Loan Professional (CSLP®)
    • FPA Pro-Bono Advisor
    • 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!

    Ashley

    Ashley Quamme, LMFT, FBS®, CFT-I™

    Fractional Financial Behavior Officer

    The Professional Version




    The Professional Version



    • Licensed Marriage and Family Therapist
    • Certified Financial Behavior Specialist®
    • Certified Financial Therapist-I™
    • Founder, The Wealthy Marriage. A group practice that provides couples and financial therapy and coaching virtually.
    • Teacher, Financial Behavior Keynote Group. Providing webinars and courses for financial advisors and clients on topics related to financial and relational health.
    • Board Member for the Georgia Association for Marriage & Family Therapy
    The Real Version


    Why financial planning?

    As a couple’s therapist, money showed up a lot on my couch. Despite being married to a CFP®, I found myself coming up short when it came to helping these couples navigate their financial relationship from an emotional behavioral side. Whether it was navigating financial infidelity, estate planning differences, or disputes around financially enabling adult children, traditional therapy tools were not effective. I remember stumbling upon the Financial Therapy Association in 2019 and thinking “This is it! This is what I need for my couples…and myself.

    Growing up, I was fascinated by romantic relationships. How did they work? Why do some succeed? Why do some fail? Equally, I was also intrigued by why people made the decisions they made; whether in relationships, with money, at work, etc. I would often wonder “why did they do that?” and “would they make that same decision if they knew what was behind it?”

    In hindsight, I realize that this fascination was the makings of becoming a therapist. As I went through my studies, I learned that seeking to understand required more than a fascination, but a humble curiosity. My goal in working with clients is to lead with that curiosity in hopes that they will not only make new connections for themselves, but also feel seen and heard.

    The Real Real Version


    What is Ashley like outside of work?

    Soccer mom and Cheer coach extraordinaire: Sports and extracurriculars is a big part of this season of life for me. Watching my kids play, compete, and learn life lessons that only sports can teach you is an indescribable feeling. Our weeknights and weekends are filled with games, tournaments, competitions, Starbucks, and the panic moments of “did you remember your___?” While this time with them is intense, it’s also short lived. The moment will come when I miss these days.

    As a family, we love traveling and creating memories. Some of our favorite regular travel spots include Amelia Island, FL and Boone, NC (Go Apps!). Giving our kids the gift of travel experiences is very important to my husband Clayton and I.

    Individually, I love gardening, dance parties (in my kitchen), singing, sitting on the beach with a drink in hand, and trying out new restaurants with Clayton.



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