Broker Check

Accolades & Community

2023 Promotion:
Tom, Managing Director

We’re pleased to announce that Tom has been promoted from Senior Vice President to Director, recognizing his leadership, dedication, and continued impact on our team’s success. 

2025 Best-In-State:
Wealth Management Team

We’re honored to share that The Boh Heppe Group has been named one of Forbes’ Best-in-State Wealth Management Teams for 2025. Selected by SHOOK Research, this recognition highlights top-performing teams across the U.S. and Canada, managing a combined $7 trillion in assets.

Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (January, 2025).

2024 Promotion:
Kelly, Senior VP

We’re thrilled to congratulate Kelly on her promotion from Vice President to Senior Vice President—a recognition of her strategic vision, commitment to client success, and ability to foster strong team collaboration.

Luekemia & Lymphoma Society

Luekemia & Lymphoma Society

We participate and fundraise in the annual light the night event every September.

Light The Night is an annual Leukemia & Lymphoma Society event that unites communities in evening walks to honor those affected by blood cancers and raise funds for research and patient support. Participants carry illuminated lanterns symbolizing hope, remembrance, and solidarity.

Parkinson's Foundation

Parkinson's Foundation

We participate and fundraise for the Parkinson's Foundation each Spring. This year we supported both an indoor cycle and outdoor pickleball event.

Our team proudly supports the Parkinson’s Foundation by raising funds to advance research, improve care, and provide vital resources for those living with Parkinson’s disease. Through our efforts, we help bring hope and progress to individuals and families affected by this condition.

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Landscape in the Holy Cross Wilderness, Colorado