Jake Menden Chfc® Clu® Email and Phone Number
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Jake Menden Chfc® Clu® personal email
Redwood Financial Strategies: https://www.redwoodfinancialstrategies.com/FATHER FIGURE$ Podcast: Spotify: https://open.spotify.com/show/5zEdV33FEnh5Hjgn2JPLcZ?si=9f9a691534bf4fc1Apple: https://podcasts.apple.com/us/podcast/father-figure/id1742658080YouTube: https://www.youtube.com/@FATHERFIGURESPODCASTMy vision for clients is to help them see there’s a new way to work with a financial advisor and that the old ways of “financial advising” based only on how much money you have, will be going away. Clients crave transparency and don’t want to overpay for generic advice. I built a platform where clients can choose a membership that fits their needs. Not just based on how much money they have. Memberships can include investment management, business CEO planning, custom financial plans, retirement/insurance reviews, quarterly reviews, video trainings, worksheets, newsletters, member-only events to meet other like-minded people, etc. 12+ years in finance has taught me a few key things when it comes to client/adviser relationships. 1. Complication and confusion cause inaction and stress 2. People need advice but always feel the need to have their “guard” up 3. People care about money because of what it can do FOR them 4. Just because the management fee is coming out of the account doesn’t mean it should be ignored. 5. People are grossly overpaying vs. the value they receive 6. Humans want optionsOur team aims to guide business owners, retirees, and individuals to unveil what's possible and pull the financial blindfold off that is draped over most people’s eyes in the traditional financial world. Who am I??I'm Jake! I'm a nerd on finance and money and also love running my own businesses. Currently I am a practicing Partner and Advisor at Redwood Financial Strategies. I also founded Father Figures, which is a podcast/social media brand aimed to help spread ideas and growth strategies to fathers who value the "family first, business second" mantra. We hear from fathers who juggle it all and how they manage kids, spouses, and work. A place for men to get things off their chests and get real advice from Dads. I also co-founded, with my wife, The Healthfull Co. A podcast/social media brand aimed to share health ideas and expand peoples knowledge of wholistic health.My wife owns a coaching/training company as well. Outside of the 4 businesses, you'll find me fishing, golfing, and hunting with my 7 year old son. We play lots of sports, stay active. The 3 of us travel a lot and love camping with our travel trailer.
Redwood Financial Strategies
View- Website:
- redwoodfinancialstrategies.com
- Employees:
- 5
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Partner And AdvisorRedwood Financial StrategiesHartland, Wi, Us
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Partner/AdvisorRedwood Financial Strategies Jan 2024 - PresentMy vision for clients is to help them see there’s a new way to work with a financial advisor and that the old ways of “financial advising” solely based on how much money you have, will be going the way of the dinosaurs. Clients want simple transparency and don’t want to overpay for generic advice. I built a platform where clients are free to choose a membership that fits their needs and how much involvement they desire from us. Not just how many dollars they have to be managed. Memberships include a range of things including full investment management, business CEO to CEO planning, personalized financial plans, retirement/insurance/estate reviews, quarterly check ins, video trainings, worksheets, newsletters, member-only events to meet other like-minded people, etc.
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FounderFather Figure$ Jan 2024 - Present"Family First, Business Second" Father Figures, is a podcast/social media brand aimed to help spread ideas and growth strategies to fathers who value the "family first, business second" mantra. We hear from fathers who juggle it all and how they manage kids, spouses, and work. A place for men to get things off their chests and get real advice from Dads. Podcasts coming March, 2024! -
Financial AdvisorNorthwestern Mutual Apr 2018 - Jan 2024Milwaukee, Wi, UsOur growing team and it's partners focus on the needs and dreams of businesses, owners, and individuals.Business Planning: - Exit strategies- Business valuation- Buy sell agreement reviews- Death or disability of an owner/sole owner- Lending experience- Events of default- Loan agreements- Indemnification clauses- Retain/attract top talent- Personal Guarantees on notes- 401ks/SEP/SERP/Deferred Comp- Group benefitsPersonal planning:- 401k Rollovers- Roth IRA's- Life Insurance- Disability income protection- Long Term Care planning- Holistic financial planning - Financial independency road maps- 3 buckets of wealth building- Retirement income (how much do you need vs. how much are you on track to save)- Tax bracket management -
Business Banking OfficerU.S. Bank Jan 2017 - Mar 2018Minneapolis, Mn, Us- Investment real estate (Apartments, condos, office buildings, strip centers, residential real estate portfolios, ect...)- Owner occupied real estate - Equipment financing (0% down, soft cost financing, rapid decisions)- Working capital needs- Work with owners to customize a lending structure that fits their needs (long term fixed rates up to 10 years, variable rate options) -
Business Banking Relationship ManagerBmo Harris Bank Sep 2015 - Dec 2016Chicago, Illinois, UsAs a Relationship Manager my goal is to help my clients be better today than they were yesterday. In order to set the bar a little higher each day it is one of my responsibilities to understand my clients industry, know their customers, and understand the business as a whole. Primary functions in my role: • Working with business customers on general banking needs. Building loans, Equipment loans, Working Capital financing, checking/savings accounts, investments• Guiding customers through transition periods in their business. Could be selling their business, acquiring a new company, next generation buying into the business, or general growth • Using creative, custom financing options to fit the customer’s needs, wants, and best interests of all parties using advanced modeling and cash flow analysis. • Teaching customers about the dangers of Fraud and how we can minimize the risk of their hard earned money getting into the wrong hands• Being an adviser on the personal side as well by providing succession planning advice, investment services, and strategies for moving into retirement and what the next phase in life will bring -
Business Banking Development Program TraineeBmo Harris Bank Jun 2015 - Sep 2015Chicago, Illinois, Us• Successful in completing classroom education with top-rated graduate school professors and industry professionals: financial accounting, business writing, cash flow analysis, financial statement analysis, collateral analysis, structural analysis, and tax return analysis• Participate in sales training classes (techniques on how to be an effective banker and work with customers and prospects)• Complete accurate and detailed loan presentations including all aspects of underwriting and loan structuring for case studies• Present final loan presentations and deal structure based on case studies to credit officers • Interactive meetings with top leaders from BMO Harris Bank
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Business Banking Portfolio Manager IiBmo Harris Bank Sep 2013 - Jun 2015Chicago, Illinois, Us• Manage a portfolio of $146MM in authorized distributed credit and 136 customers and growing• Target Market: Commercial businesses with annual sales of $5MM-$50MM and credit needs over $500M• Industry Focus: Commercial & Industrial (Manufacturing, Healthcare, Retail, Investor Owned Real Estate, Non Profits)• Ensure renewals, annual reviews, and quarterly touches are completed within the designated time frame required by regulation• Identify trends in client activity which may be predictive of deteriorating credit quality• Provide great customer experienceAnalysis:• Assist deal team with deal structuring (financial spreading, risk rating, pre-screens and deal conversation templates)• Provide accurate financial analysis and oversight of of new and existing bank customers• Prepare and oversee preparation of concise, well-reasoned credit correspondence and obtain credit approval as client advocate• Collaborate with Relationship Managers to generate ideas, identify client solutions, deliver timely solutionsRisk Assessment:• Review and analyze complex financial statements and tax returns submitted by applicants and evaluate client's ability to service debt, collateral and security interest• Review and evaluate consumer credit bureau reports, Dun & Bradstreet business reports and public records as appropriate• Use 4M analysis to find strengths and weaknesses dealing with Management, Markets, Materials, and Money of the borrower• Identify significant risks and how to appropriately mitigate them• Ensure that the portfolio stays within regulated data quality guidelines
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Business Banking Credit AnalystBmo Harris Bank Jun 2012 - Sep 2013Chicago, Illinois, Us• My primary function as a Credit Analyst is to work with the Bankers to prepare detailed and accurate LTSL documents that will assist in the approval and underwriting of business loans • Responsible for performing functions in a multi-bank / branch environment. Day to day responsibilities also include spreading financial statements and computing financial covenants. • Communication between myself and the bankers is a must in order to produce quality output documents and to ultimately give our customers the best experience possible
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Finance InternAmerican Cable And Electronics May 2010 - May 2012Menomonee Falls, Wi, Us• HR Duties such as Payroll, A/R, A/P, and misc projects
Jake Menden Chfc® Clu® Skills
Jake Menden Chfc® Clu® Education Details
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University Of Wisconsin-WhitewaterGeneral -
University Of Wisconsin-Whitewater
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The American College Of Financial Services
Frequently Asked Questions about Jake Menden Chfc® Clu®
What company does Jake Menden Chfc® Clu® work for?
Jake Menden Chfc® Clu® works for Redwood Financial Strategies
What is Jake Menden Chfc® Clu®'s role at the current company?
Jake Menden Chfc® Clu®'s current role is Partner and Advisor.
What is Jake Menden Chfc® Clu®'s email address?
Jake Menden Chfc® Clu®'s email address is me****@****uww.edu
What schools did Jake Menden Chfc® Clu® attend?
Jake Menden Chfc® Clu® attended University Of Wisconsin-Whitewater, University Of Wisconsin-Whitewater, The American College Of Financial Services.
What are some of Jake Menden Chfc® Clu®'s interests?
Jake Menden Chfc® Clu® has interest in Gardening, Outdoors, All Sports, Building Things, Hunting, Working On Cars, Carpentry, Fishing, Snowmobiling.
What skills is Jake Menden Chfc® Clu® known for?
Jake Menden Chfc® Clu® has skills like Finance, Business Banking, Time Management, Financial Analysis, Credit, Leadership, Banking, Credit Risk, Research, Loans, Data Analysis, Microsoft Office.
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