Jeff Boettcher is known for his ability to make the complex simple while helping navigate his clients through the challenges of making the right investment decisions. 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 Advisors for clients in the public sector who value a close working relationship with an advisor that places a high degree of value in preserving their clients’ trust. He has focused on helping federal employees maximize benefits for nearly a decade. Bedrock Investment Advisors offers excellent customer service with the primary focus of helping federal employees achieve their retirement 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, for an interest rate derivatives trader. These varying perspectives extend his range and capacity for helping a client and providing financial advisory analysis.
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.