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Meet JAKE MENDEN
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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 helps to eliminate many of the conflicts found in traditional advising, waives commissions where possible, and helps 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.
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.
