Interesting Fact
Jake made the bold move from Omaha to Scottsdale in the middle of a global pandemic, all to pursue a career opportunity that aligned with both his professional goals and personal values. That leap of faith not only led him to his true calling but also to the sunny desert life, where he now thrives helping others.
Born and raised in Omaha, Nebraska, Jake has always been passionate about helping others gain clarity around their financial goals and confidently navigate their financial journey.
His interest in financial planning deepened during his five years as a Financial Advisor with Mutual of Omaha, following his graduation from the University of Nebraska at Omaha with a bachelor’s degree in Business Administration, concentrating in Finance and Banking.
In the fall of 2020, Jake joined the Bradley Wealth team as a Wealth Advisor and relocated to Scottsdale, Arizona. He quickly became known for his commitment to delivering a highly personalized, advisor-to-client experience, centered on what matters most to each individual. Over time, Jake discovered his true passion lies on the operations side of the business. He now serves as the firm’s Director of Operations, leading initiatives that streamline workflows, enhance custodial relationships, and elevate the overall client experience.
Jake is a firm believer in the power of proactive communication, and he works closely with the Bradley Wealth team to ensure each client receives the attention and care they deserve. He was drawn to Bradley Wealth’s culture of excellence and dedication to client service—qualities that made him feel right at home.
Joining Bradley Wealth has allowed Jake to fulfill a long-standing dream: to be part of a collaborative, mission-driven team that prioritizes financial wellness and client success every step of the way.
Free Time
Outside of work, Jake enjoys quality time with friends, family, and his beloved dogs, Hoxton and Luna. Jake also has a passion for golf and travel, and loves creating lasting memories exploring new destinations.
Education
University of Nebraska at Omaha
Interesting Fact
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True Wealth moment
For Jake, one of life’s most defining “True Wealth” moments came when he married his wife, Megan.
Standing beside her, surrounded by close family and friends, Jake realized that true wealth isn’t measured by numbers on a statement—it’s about shared values, mutual support, and building a life rooted in purpose.