Your Wealth
Management Team
Jake McCracken, CFP®
Wealth Advisor and Founder
Since starting in the financial services industry in 2010, Jake has found the most fulfillment in building reliable and trust-based relationships with his clients by helping them make decisions that serve both their present and future lives. By understanding the values and goals that are most important to each client, Jake seeks to tailor a financial plan that is customized to each client’s unique circumstances and priorities.
Jake wanted to operate in an independent and fee-only model because of the values and vision shared by the entire team for serving the sophisticated needs of their clients, and putting clients first always. Jake believes wholeheartedly that together with the team at River’s Edge, greater customization of financial plans and creativity for client solutions will be achieved.
Jake is a CERTIFIED FINANCIAL PLANNER™ and he holds the Series 66 license and completed the Executive Certificate in Financial Planning from Duquesne University. Jake graduated Magna Cum Laude from Geneva College with a Bachelor of Science degree in business administration with a concentration in finance. He played collegiate soccer while attending Geneva College.
Residing in Beaver with his wife Brianna and daughters Brinley, Reese and Mayla, Jake enjoys spending time with his family, sports and traveling. He also serves as a deacon at his local church.
Clients may be surprised to know that Jake can’t successfully grow a beard (even in his 30s!), he still puts sugar in his coffee, and he loves a good powder turn in the Rocky Mountains.
Trevor York, CFP®, RICP®, ChFC®
Director of Planning & Chief Compliance Officer
As the Director of Planning, Trevor implements the financial plans built for our clients. He is especially adept at tax, investment, and retirement planning. Our clients benefit greatly from his affinity to dive into the weeds of any complex planning question or portfolio review.
To support his role, he has invested in building a strong knowledge base by earning several designations and licenses: he is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant®; (ChFC®), and a Retirement Income Certified Professional®; (RICP®;). He earned an Executive Certificate in Financial Planning from Duquesne University, and he holds the Series 66 license.
Trevor resides in Beaver Falls with his wife Abby and his sons Ezra, Rafe, and Leo. He is an active member in his church, and in his free time he enjoys reading, playing basketball, and hanging out with friends and family. Trevor graduated from Geneva College where he played collegiate basketball.
Trevor is from Indiana (the state). He is the resident expert on any financial planning topic that requires hours of detailed research. He is waiting patiently for his first interaction with a client where his height isn’t the first thing mentioned.
Nancijo Pruce, RICP®
Client Relationship Manager
Nancijo serves as a liaison between our clients and advisors. She integrates client service and experience, handles scheduling and supporting client financial planning meetings, and supports the financial planning process and implementation. She keeps vital details of the financial planning process running smoothly.
With over a decade of experience in the industry, Nancijo is a Retirement Income Certified Professional (RICP®) and she holds the Life, Accident and Health license in the state of Pennsylvania.
Nancijo, her husband David and their children Abigail and Jonathan recently moved to Cornelius, North Carolina. With her frequent visits back to our office, we anticipate her earning elite status at American Airlines in no time. Nancijo loves animals and volunteers for local rescue groups. It’s there where she adopted two cool cats to serve beside the matriarch, their black Lab, in a treat-dominated power structure.
Quinn McCracken, CFP®
Wealth Advisor
River’s Edge welcomed Quinn to our team in 2020. Quinn quickly reinforced our commitment to rigorous industry credentialing and education by completing the Executive Certificate in Financial Planning from Duquesne University and earning the CERTIFIED FINANCIAL PLANNER™ designation in 2022. He continues to gain valuable hands-on experience in financial planning, client meetings and portfolio management at River’s Edge.
Quinn holds his Series 65 license and is registered as an investment advisor representative. A 2020 Magna Cum Laude graduate of Geneva College, Quinn earned his Bachelor of Science degree in Finance and was named an “Excellence in Business” recipient.
With his wife Grace, Quinn lives in Beaver Falls and enjoys spending time with family, traveling, skiing, and playing sports. Quinn plays a competitive game of volleyball as much as possible, whether that be on the beach or in the gym.
CERTIFIED FINANCIAL PLANNER™
The prestigious CFP® designation, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a accredited college or university.
CFP Board’s financial planning subject areas include:
- Investment planning
- Retirement planning
- Estate planning
- Insurance planning
- Risk management
- Employee benefits planning
- Income tax planning
Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
Experience – Complete at least three years of full-time financial planning-related experience;
Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals;
Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field.
RETIREMENT INCOME CERTIFIED PROFESSIONAL®
The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement financial plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources. Obtaining the RICP®from the American College requires rigorous class work, and three exams, along with meeting continuing education requirements.
The RICP® designation subject areas include:
- Social Security claiming strategies
- Evaluating and addressing risks faced in retirement financial planning
- Choosing distributions from employer sponsored retirement financial plans
- Medicare and other health insurance choices
- Planning for long-term care needs
- Retirement income tax and legacy planning