|
|
Meet JAKE MENDEN
|
In January 2024, Jake joined Redwood Financial Strategies, drawn to the firm’s independent model
and commitment to serving clients differently. At Redwood, he provides concierge-style service
where members are treated like family, receiving customized financial planning, unique investment
opportunities, and transparent flat-fee pricing. This approach eliminates many of the conflicts
found in traditional advising, waives commissions where possible, and ensures clients keep more
of their money working for them. Jake is passionate about helping families and businesses
experience what it means to be part of a truly client-first financial community.
Jake began his career in the banking industry, spending six years in commercial relationship
management before transitioning to financial advising with a large broker dealer. Over the next six
years, he built a strong client base, achieved top 1% recognition, and earned multiple designations
including Series 6, 63, 65, CLU, and ChFC. Education has always been a priority for Jake, and he
believes staying at the top of his game is something every client deserves.
Outside of helping clients, Jake is deeply devoted to his family. He and his high school sweetheart,
Julie, married in 2013 and continue to share a strong marriage built on faith and resilience. Their
7-year-old son, Sawyer, is Jake’s constant sidekick—whether they’re hunting, fishing, hiking,
camping, golfing, or working on cars. Sawyer also cherishes “just Mom” movie nights with Julie,
giving the family a balance of togetherness and special one-on-one time.
The Mendens’ journey has not been without challenges. In 2022, Julie was diagnosed with
late-stage Lyme disease after years of symptoms going undetected, and that same year Jake was
treated for Stage 1 testicular cancer. Through healthier choices, lifestyle changes, and a lot of
prayer, Jake is now cancer-free and Julie continues to make progress. Their experiences inspired
them to launch The Healthfull Co., a family venture focused on natural wellness.
Beyond Redwood and Healthfull, Jake also hosts the Father Figure$ podcast, where he creates
community for entrepreneurial dads striving to put family first while building businesses. The show
explores fatherhood, faith, marriage, and business growth, giving dads space to learn, share
wisdom, and support one another. Meanwhile, Julie runs her own successful coaching and training
company, working with Fortune 500 clients, leading workshops, and hosting her podcast, It Starts
With You. Together, they are passionate about making a difference in their family, their community,
and the lives of those they serve.
and commitment to serving clients differently. At Redwood, he provides concierge-style service
where members are treated like family, receiving customized financial planning, unique investment
opportunities, and transparent flat-fee pricing. This approach eliminates many of the conflicts
found in traditional advising, waives commissions where possible, and ensures clients keep more
of their money working for them. Jake is passionate about helping families and businesses
experience what it means to be part of a truly client-first financial community.
Jake began his career in the banking industry, spending six years in commercial relationship
management before transitioning to financial advising with a large broker dealer. Over the next six
years, he built a strong client base, achieved top 1% recognition, and earned multiple designations
including Series 6, 63, 65, CLU, and ChFC. Education has always been a priority for Jake, and he
believes staying at the top of his game is something every client deserves.
Outside of helping clients, Jake is deeply devoted to his family. He and his high school sweetheart,
Julie, married in 2013 and continue to share a strong marriage built on faith and resilience. Their
7-year-old son, Sawyer, is Jake’s constant sidekick—whether they’re hunting, fishing, hiking,
camping, golfing, or working on cars. Sawyer also cherishes “just Mom” movie nights with Julie,
giving the family a balance of togetherness and special one-on-one time.
The Mendens’ journey has not been without challenges. In 2022, Julie was diagnosed with
late-stage Lyme disease after years of symptoms going undetected, and that same year Jake was
treated for Stage 1 testicular cancer. Through healthier choices, lifestyle changes, and a lot of
prayer, Jake is now cancer-free and Julie continues to make progress. Their experiences inspired
them to launch The Healthfull Co., a family venture focused on natural wellness.
Beyond Redwood and Healthfull, Jake also hosts the Father Figure$ podcast, where he creates
community for entrepreneurial dads striving to put family first while building businesses. The show
explores fatherhood, faith, marriage, and business growth, giving dads space to learn, share
wisdom, and support one another. Meanwhile, Julie runs her own successful coaching and training
company, working with Fortune 500 clients, leading workshops, and hosting her podcast, It Starts
With You. Together, they are passionate about making a difference in their family, their community,
and the lives of those they serve.
