Are You Ready to File Your 2021 Federal Tax Return?
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Planning and Guidance, Tailored To Your Life and Goals
Posted on October 08, 2020
We are constantly raising the bar to deliver extraordinary experiences on your road to True Wealth. That’s why I’m very pleased to announce the addition of Jake Hall and Walter Mego to our Bradley Wealth family. As Financial Advisors, Jake and Walter will be responsible for bringing clarity to our clients’ financial lives and providing an unparalleled advisor-to-client experience.
Having Jake and Walter on board will afford me the time and opportunity to advance my level of client service to you and will also allow me to spend more time focused on meeting your financial and wealth management needs.
Until you’re able to meet them in person, here’s some information to help you get to know Jake and Walter a little better.
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.
His main focus is bringing financial clarity to his clients’ financial lives and providing an unparalleled advisor-to-client experience when talking about what matters most to them. Jake really listens to the wants, needs, and concerns of our clients and makes sure a clear and concise road map is laid out.
Jake just moved to Scottsdale, Arizona, and he’s already enthusiastic about our clients. By joining Bradley Wealth, Jake fulfilled his long-held dream of contributing to our clients’ “financial wellness” by being part of a team.
In addition to landing his dream job, Jake also feels lucky to have found Megan, the love of his life. They plan to get married in Cabo San Lucas, Mexico, in November 2021.
Outside of work, Jake and Megan enjoy spending time with friends, family, and their beloved dog Hoxton. They are also avid travelers who love creating memories when they visit 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
Walter started his career at JP Morgan Chase in 2009 as a Licensed Personal Banker and soon had the highest sales in San Francisco’s competitive market. He then spent five years at The Vanguard Group and three years at Charles Schwab as a Licensed Investment Consultant before circling back to where it all started with JP Morgan Chase, ending up as a Financial Advisor.
Walter has instantly become an integral part of our Bradley Wealth family. And that’s special because Walter discovered his affinity and love for helping people live out the retirement of their dreams within his own family.
Walter’s path to becoming a Financial Advisor started with his life-changing experience of assisting his immigrant parents and his father-in-law, a Vietnam Veteran, in planning, saving, and investing for their retirements. That’s when he decided to be a teacher and help others secure their financial future.
Walter earned his associate degree from Paradise Valley Community College in 2014 and is currently working on his bachelor’s degree in Business Communication at Arizona State University. He also holds FINRA Series 7, 66, and 63 licenses.
Walter and his wife Ashley moved from San Francisco to Arizona in 2010 as newlyweds and now have two children, Vienna and Jack. The Megos love to travel, glamp in the mountains in their restored Airstream, and watch their hometown San Francisco Giants win, especially at spring training games.
“The best time to plant a tree was 20 years ago. The second-best time is now.” -Chinese Proverb
We may be in the wealth management business, but Bradley Wealth is about people; our clients and our stakeholders. We’re successful because of our stakeholders, who make our firm strong, and I’m happy to share some insights from Brandon and Roxanne and we all celebrate their work anniversaries.
A message from Brandon, Portfolio Manager and Co-Chief Investment Officer, on his first three years with Bradley Wealth:
Woah… three years sure fly by, especially when you love what you do day in and day out – serving our valued clients in their pursuit to financial freedom and happiness. I considered Bradley Wealth as my home away from home since the day I started.
I have never taken the finance profession lightly, and after coming on board at BW my mentality has only become more committed. While we live in an extremely serious industry, I also realized the importance of True Wealth – what money can’t buy and death can’t take away. This investment philosophy stuck with me from day one and I have Bradley Wealth to thank for that.
Prior to joining the firm, I always thought wealth was defined by commas or ‘zeros’… but in fact, it’s characterized by the quality of relationships, pursuing your passions and living a purpose-driven life that is personally fulfilling. This is by far the biggest benefit I have received during my time with BW.
That said, everything that I mentioned above would not be possible without the support and empowerment I have received from our stakeholders and valued clients. Workplace culture means everything to me, and I knew that’s what BW stood for as I was welcomed with open arms from the get-go, from our stakeholders to our clients and everyone in between.
I worked for a few financial firms prior to joining Bradley Wealth and none of them had the family-like workplace and culture like we have here – it is truly remarkable. I couldn’t be happier with where I’m at with BW and I cannot wait to continue to contribute to our future growth and make a positive impact on our clients’ financial well-being.
A message from Roxanne, Operations Specialist, on her first year with Bradley Wealth:
I’ve learned a lot at Bradley Wealth in the last year, especially because I came from a very different culture while working in the legal field. That culture was restrictive and after being at BW, I realize not all companies are the same culture-wise and some are less restrictive than others.
At BW, I have built relationships with the guys that I truly cherish inside and outside of the office. We are all so close here, and I’m amazed at how much more productive our bond makes us. It’s unreal the amount of work we complete together, versus being in a role where you have to complete everything yourself.
BW has given me a family in Arizona that sits in for my real family back in Mississippi. Since joining the team, I’ve broadened my surroundings, explored skills and talents that I never would have dreamed of trying, and quickly fell in love with taking care of our clients. I feel confident saying that when I wake up in the morning I don’t see it was an “ugh I have to go to work,” but more as I’m just going to my second home to be with the people I care about, to do the things we all love to do for the clients we care about.
Within the last year, Michael has become like a mentor to me. I look up to him in so many ways and know I can talk to him about anything, personal or professional. Being new to the financial industry and learning how investing works, and its potential, has also expanded my outlook. With Michael’s advice and absorbing all the knowledge I can from him, I’ve started living my true wealth and doing passion projects, just like we encourage our clients to do.
Every day I learn from my team at work how to truly invest in my future and live a life of significance. I’ve learned in the last year that money is great to have but life is not about making X amount of dollars. Life is about traveling and seeing my friends and making memories. Life is not necessarily about how much is in my account.
In just one year, I’ve grown so much personally. And I’ve grown to love our clients, and our “home away from home.”