Jaden McMullen, CFP^®

What path led you to wealth management?

I decided to pursue wealth management to provide clarity to families on how to handle their finances. It is something that I didn’t have growing up, but find extremely valuable. Finances can be a mess and very complex, so my goal is to simplify that process and bring purpose to their wealth.

Why did you join TFO Wealth Partners?

I joined TFO Wealth Partners because of the leadership/core values. It’s one thing to have core values, but it’s another if the company actually abides by them. I want to grow at least 1% each day that I walk into this office, so having good leadership is extremely important to me. When I think about a firm that genuinely wants to do what’s in the best interest of its clients, this firm comes to mind. This firm lives by those values every day.

What most excites you about your work?

What excites me most about my work is the opportunity to positively impact families in ways they never imagined. We build strong connections with our clients and grow together like a family.

What has been your most rewarding career experience?

The most rewarding experience I had was when a client called me out of the blue, expressing his gratitude for all the work I had done for him. He emphasized that I had a profoundly positive impact on his family and that he will be forever grateful.

What personal accomplishments are you most proud of?

I am most proud of becoming a United States Marine. I graduated from boot camp after high school, with my family driving down to see me. This was one of the hardest things I have ever done, and I am super blessed to have the opportunity to call myself a Marine.

What are some of your life's biggest influences?

The biggest influence on my life is my late grandfather. He told me to “always look on the bright side of life,” and carried a smile with him every day.