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    Jeffrey Boettcher
    Federal Employee Retirement System (FERS) Specialist
    Jeff is known for his ability to help his clients navigate 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 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 client’ trust.

    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. 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 they are far better than him at that age. Married to Betty since 2008, they reside in Arizona with their 3 children.

    For over 20 years, Jeff has helped his clients grow and protect retirement
    savings. “I don’t swing a hammer as a profession – but each time
    I work with my clients, I build their future, and there are a 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.















    DISCLOSURE:
    Public Sector Retirement Educators, LLC (PSRE) is not affiliated with or endorsed by The Office of Personnel Management of any government agency. Public Sector Retirement Educators, LLC (PSRE) is not a broker-dealer, investment advisory firm, an insurance company, or agency and does not provide investment or insurance related advice or recommendations. Public Sector Retirement Educators, is a government contractor (DUNS:080670431, CAGE:7ZEB0, UEID:JBDWEDVYLQJ1) and provides education and training on federal retirement benefits to federal agencies, unions, organizations and individuals. All content is designed for educational purposes only. Content is not personalized financial advice and should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter on the date of the event and may change in response to market conditions and regulatory changes. By providing contact information to PSRE, you authorize PSRE to share any information you provide with professional(s) of PSRE’s selection (“Affiliates”), and you are expressly requesting a phone call, email, or text message (standard data rates may apply, text STOP to opt-out), from PSRE and these Affiliates. Affiliates are licensed financial professionals who have attested to being experts in federal employee benefits and who have offered their expertise in the form of a complimentary, no-obligation, Benefits Review. Adviser awards do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. Please contact the Affiliate for more information regarding the criteria for any awards noted in the Affiliate’s bio. Should you receive any information regarding financial products or services from the Affiliate, you further acknowledge any financial, investment or insurance products offered are independent of and ancillary to the services provided by PSRE. You further acknowledge your acceptance of PSRE’s Terms of Service and Privacy Policy (www.psreducators.com/privacy-policy/).
    Investment advisory services are offered through BWM Advisory, LLC (“BWM”. Independent producer of insurance products and services. BWM is registered as an Investment Adviser and only conducts business in states where it is properly licensed, noticed filed, or is excluded from notice filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Different types of investment involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Any comments regarding guaranteed income streams or similar refer only to fixed insurance and annuity products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by BWM.
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    Aaron Barriage
    National Account Manager, American Equity