Jeffrey S. Boettcher
President / Financial Planner
As one of the youngest Senior Vice Presidents in the country for Wells Fargo Investments and Wachovia Securities, and with over 10 years working various investments firms prior, Mr. Boettcher created a firm that valued a close working relationship with clients and driven by a desire to always do the right thing by the client instead of just selling the latest Brokerage company
Jeff’s hallmarks are a close attention to detail and an expertise with client retention, navigating the financial climate with such expertise that he has been able to maintain a current relationship nearly every client through the most trying of times (the 2008 financial crash) and since. He started his career path because of a heartfelt desire to educate clients and fellow professionals alike and to help retail investment clients manage their investments and estate plans in the most ideal manner.
Jeff graduated from one of the nation’s premiere business schools—Oxford, Ohio’s Miami University.
Jeff is happily married and has three lovely children. In his free time, he enjoys hiking and golf.