Born and raised in Omaha, Nebraska, Jake thrives on helping people get clear about their financial goals and then guiding them on their financial journey. He grew to love financial planning during his five years as a Financial Advisor with Mutual of Omaha after graduating from college.
Jake attended the University of Nebraska at Omaha where he earned a bachelor’s degree in business with a concentration in Finance and Banking.
In the fall of 2020, Jake joined the Bradley Wealth team as a Wealth Advisor and moved to Scottsdale, Arizona. His main focus is bringing financial clarity to clients’ financial lives and providing an unparalleled advisor-to-client experience when talking about what matters most to them. Jake later found his passion on the Operations side of the business, and now leads the firm’s efforts as the Operations Manager for Bradley Wealth.
Jake advocates consistent communication with clients throughout their journey. The level of focus that Jake and the Bradley Wealth team provide for each client is something special and unmatched in the industry, which is why Jake immediately felt at home on a team of professionals who give unprecedented care to their clients, day in and day out.
Being part of the Bradley Wealth team fulfilled Jake’s long-held dream of being a team player who contributes to the client’s “Financial wellness.”
In addition to landing his dream job, Jake also feels lucky to have found Megan, the love of his life. Jake and Megan got married in Cabo San Lucas, Mexico, in November 2021.
Outside of work, Jake and Megan enjoy spending time with friends, family, and their beloved dogs, Hoxton and Luna. They are also avid travelers who love creating memories when visiting new places.
“At the end of the day it’s not about what you have or even what you’ve accomplished… it’s about who you’ve lifted up, who you’ve made better. It’s about what you’ve given back.” - Denzel Washington
“The starting point of all achievement is desire. Keep this constantly in mind. Weak desire brings weak results, just as a small fire makes a small amount of heat.” - Napoleon Hill