Bedrock Investment Advisors

Jeffrey Boettcher is a financial advisor with Bedrock Investment Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Bedrock Investment Advisors since 2014 and also founded Bedrock Financial Services in 2010, where he serves as President. Bedrock Investment Advisors is a team-based firm with five advisors, providing advisory services focused on managing client assets and investments.

Aaron Steele is a financial advisor with Bedrock Investment Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Bedrock Investment Advisors since 2017 and has also operated as a self-employed advisor since 2013. Outside of finance, he owns and manages a janitorial business. Bedrock Investment Advisors operates as a team of five advisors.

James Trueman is a financial advisor with Bedrock Investment Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Bwm Advisory, Collegium Resources, Trueman Wealth Management, and United Planners' Financial Services of America. In addition to his advisory work, he operates as an independent insurance agent. Bedrock Investment Advisors is a team-based firm with five advisors that provides investment services tailored to their clients’ needs.

Todd Carmack is a financial advisor at Bedrock Investment Advisors with 11 years of industry experience. He holds a Series 65 credential and has worked with BWM Advisory LLC and Bedrock Financial Services since 2014. In addition to his advisory role, he is a licensed insurance agent for life and annuity products. Bedrock Investment Advisors is a team-based firm comprising five advisors.