Olive Creek Investments, LLC.
After building, managing, and training multiple agents in multiple states and financial firms, Jeff and Mercedes, along with medical advice from doctors, decided to sell their firms and to simplify their lifestyle. Olive Creek Investments was then founded in order to serve their future client’s needs.
This time, however, instead of having multiple agents and states to manage, it was going to be an exclusive financial firm focusing on customer satisfaction. In addition, OCI brings their expertise and competency about complex investment and banking needs to wealthy individuals and families on leading edge concepts. We make the complex strategies understandable. The clients are primarily small business owners as this is something very close to all of the OCI team’s background. The highly accomplished advisors’ financial knowledge will give you security, allowing you time to focus on your family, business, and quality of life.
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.
In 1993, Jeff graduated on the Dean's List from Southern Oregon University with a Bachelor's degree in Business with an emphasis on Marketing. His first job out of college was to work for Saturn, the now defunct automaker. He worked there for one year before departing to fulfill his dreams of entrepreneurship. He and Mercedes owned various small businesses before finally settling into the financial field. Jeff's original interest in the financial field was sparked by his father, who was a regional manager for Morgan Stanley/Dean Witter. For the last 21 years, he, along with his wife and family, have called Phoenix their home.
His previous years of experience of running small businesses would later be useful. Jeff's prior knowledge and expirence in the area of wealth management and financial planning gave him the ability to manage offices and advisors in adition to working with clients. Jeff’s clients are in the Phoenix area as well as throughout Arizona and Nevada. Jeff has worked in the industry for 18 years and has over 4000 clients.
His commitments to his clients and passion for the business have never wavered over time. Along with the responsibilities of meeting with clients, Jeff works closely with his clients to help define and commit to their retirement and investment objectives and strives to be his client’s personal financial advocate.
When it's not too hot outside, 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. After moving around the country for a few years, Mercedes wanted to settle in Phoenix with the young family. As an owner, she was instrumental in the building, growth, management, and sale of multiple estate management firms. In addition, Mercedes has managed annuity agents as well as office staff. With a small business background, she is intimately familiar with all aspects financial planning. She has knowledge and experience in human resources, administration, case management, and accounting/bookkeeping, which is useful to OCI.
She engages closely with clients to help continue meeting their retirement and investment objectives, working with them to weigh decisions in their future needs and their overall financial plans. In order to accomplish this she, along with Jeff, provides ongoing monitoring and revising to meet their goals as well as their lifestyle. She takes 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. She especially likes the holiday season and the family memories. A health and fitness enthusiast, Mercedes enjoys spending her spare time getting fresh air and exercise or relaxing with family.
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