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.
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