When asked what he is most passionate about professionally his answer was true to character, “Helping my clients – I love being able to solve their problems. People are rightfully concerned about their retirement income, when they can retire, how to maximize their financial safety and future income. I am proud to be able to help them with that.” Jeff started Bedrock Investment Advisor for clients who value a close working relationship with their advisor and also for financial professionals who want to affiliate with a company that places a high degree of value in preserving their clients’ trust. BIA offers excellent customer service with the sole purpose of helping clients achieve their goals.
Jeff attended Miami University in Oxford, Ohio, one of the nation’s premier business schools and brings a vast bank of experience and achievements. He was one of the youngest Senior Vice Presidents in the country for Wells Fargo Investments and worked at the Chicago Mercantile Exchange (CME) in the Eurodollar pit, trading interest rate derivatives. These varying perspectives extend his range and capacity for helping a client and providing financial advisory analysis.
A Michigan native, Jeff grew up playing sports throughout high school and into college. He excelled in high school football, wrestling and track where his football team won the State title and, where he advanced to state-level qualifying in the Pole Vault, 300M Hurdles, 4x100M, 4x200M, and 4x400M. At Miami, he also earned a track scholarship as a decathlete. While Jeff is still an ‘aging’ athlete, these days Jeff will take more swings on the golf course than miles running. He creates family time often with weekly excursions to play golf, a hobby he shares with his 2 young daughters, and acknowledges that they are far better than him at that age. Married to Betty Boettcher since 2008, they reside in Arizona with their 3 children.
Jeff is a builder by nature. In his free time, you may find him pursuing one of his hobbies, like rebuilding old cars, getting his hands dirty, and “swinging hammers.” His careful and methodical thinking with the construction of substantial planning from the ground up is evident in his personal and professional life. This is something that he brings to each client relationship as he attempts to build the most secure financial future for them.
For over 20 years, Jeff has helped his clients grow and protect their retirement savings. “I don’t swing a hammer as a profession – but each time I work with my clients, I’m building their future, and there are few things that are more important to a family than a stable financial foundation” encompasses his approach and the care he takes as a financial advisor.
Building up as much as possible within a retirement plan is essential, as these are often the only funds that may be available for converting over to an income stream in retirement when that time arrives.4 March 2019
People are rightfully concerned about their retirement income, when they can retire, how to maximize their financial safety and future income.4 March 2019