Not affiliated with The United States Office of Personnel Management or any government agency

September 21, 2018

Federal Employee Retirement and Benefits News

AUTHOR'S PAGE

Jeff Boettcher

Jeff Boettcher began helping his clients grow and protect their retirement savings almost twenty years ago. He started Bedrock Investment Advisors for clients who value a close working relationship with advisors, and advisors who always want to do the right thing for their clients.
Jeff brings experience from being one of the youngest Senior Vice Presidents in the country for Wells Fargo Investments, as well as experience as an interest rate derivatives clerk on the floor of the Chicago Mercantile Exchange (CME). Jeff’s experience gave him a rare perspective into the financial advisory business.
Jeff’s hallmarks are a close attention to detail and expertise with client retention,

Advertisement

navigating the financial climate so well that even in the stormiest time in recent history, the 2008 financial crash, he maintained the vast majority of his clients. Currently, he has partnered with over 100 professional insurance agents and investment advisors to assist them with growing their business, making sure they have the best information available and helping their clients make the best financial decisions.
Jeff graduated from Miami University, one of the nation’s premier business schools, and has been happily married to his wife, Betty Boettcher, for nearly ten years, with whom he has three lovely children. In his free time, he enjoys hiking and golf.

Disclaimer

All opinions represent the judgment of the author on the date of the post and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the investments discussed. Legal and tax information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. BWM Advisory, LLC reserves the right to edit blog entries and delete those that contain offensive or inappropriate language. Content will also be deleted that potentially violates securities laws and regulations. Different types of investments 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. All investment strategies have the potential for profit or loss. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. BWM Advisory, LLC is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration 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.

Not affiliated with The United States Office of Personnel Management or any government agency