Olive Creek Investments, LLC.
After building, managing, and training multiple agents, Jeff and Mercedes decided to simplify their lifestyle after 18 years and focus on a slimmed down business model and product line. Olive Creek Investments has now been able to serve Jeff and Mercedes’ future client’s needs as an exclusive financial firm focusing on a limited product line and concentrating on white glove customer service.
Our clients are primarily small business owners, physicians, executives, affluent families and individuals. OCI brings their expertise and competency about complex investment and banking needs to clients. We make the complex strategies understandable.
It is our hope that you find us to be a truly unique financial boutique that thinks out of the box and gives you customized white glove service.
Jeff B Wiedrich
In 1993, Jeff graduated from Southern Oregon University with a Bachelor's degree in Business. His first job out of college was for Saturn. He worked there for one year before departing to fulfill his dreams of entrepreneurship. He and Mercedes owned various small businesses where Jeff focused his time before finally settling into the financial field. Jeff's original interest in financial services was sparked by his father, who was a regional manager for Morgan Stanley/Dean Witter.
His previous years of experience running small businesses would later be useful in opening the Wiedrich’s own wealth management firm. This, along with Mercedes’ knowledge and experience in the area of finance, gave them the ability to build and manage offices and advisors in addition to working with clients.
Along with his responsibilities of meeting clients to help define their personal customized plan, Jeff works closely with the institutions involved in designing some of these complex programs. He later follows up with the plans and the plan designers over the years so you can follow through with your investment objectives in retirement. He is his clients’ personal financial advocate.
Weather permitting, he enjoys mountain biking, golfing, and his favorite past time is the smoking, barbequing, and curing of meats.
After graduating with a BA in Business Administration and a minor in French from Southern Oregon University, Mercedes was originally licensed in Oregon in 1993 working as an agent with Waddell and Reed. Later joining Jeff into entrepreneurship with opening a financial firm seemed to be natural fit for them as a couple. As a Managing General Agent, she was instrumental in the building, growth and management of the financial firm and the fulfillment of the client’s future retirement dreams.
She engages closely with the clients from the first meeting in order to meet the client’s needs, investment objectives, and their overall financial plans in developing their tailored made plan. She continues meeting and communicating with clients throughout the process, as well as coordinating with the financial companies used to implement the custom plan.
In order to accomplish these leading edge concepts, she, along with Jeff, provides ongoing monitoring and revising to meet the plan’s goals as well as their client’s future retirement lifestyle. They take pride in helping individuals and families experience the peace of achieving important financial goals in retirement.
Mercedes and Jeff started dating in high school. They then both went SOU and got married the summer they graduated. They have 2 boys in college, both of whom spent a decade earning black belts.
A health and fitness enthusiast, Mercedes enjoys spending her spare time getting fresh air and exercise or with family.
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