Broker Check

Meet Our Team

The Boh Heppe Group

The Boh Heppe Group

Our multigenerational practice is committed to your success over the long term. Collectively with over 50 years of wealth management experience, our shared expertise enables us to bring a wide range of perspectives, experiences, and solutions to the clients we serve. We care deeply about the relationships we build and genuinely enjoy our work, which allows us to make a meaningful different in our clients' lives. 

Tom Boh

Tom Boh, CFP®

Managing Director | Financial Advisor

303-270-6317

Kelly Heppe

Kelly Heppe, CFP®

Senior Vice President | Financial Advisor

303-270-6360

Alex Phillips

Alex Phillips, CFP®, CIMA®

Financial Advisor

303-270-6359

Jesus Baez-Tapia

Jesus Baez-Tapia

Registered Client Specialist

3032706310

Ashley Leibfried

Ashley Leibfried

Client Specialist

303-270-6316

Larry Lagerberg

Larry Lagerberg

Client Specialist

303-270-6317

Credentials

Our team is honored to walk alongside you and your family—today, tomorrow, and for generations to come.

CERTIFIED FINANCIAL PLANNER®

CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Certified Investment Management Analyst

The Certified Investment Management Analyst® (CIMA®) professional certification is designed for financial advisors and investment consultants managing the investment management needs of affluent and institutional clients.

Chartered Financial Analyst

CFA Level 2 Candidate. The CFA designation is a globally respected credential that signifies expertise in investment analysis, portfolio management, and ethical standards. It requires passing three rigorous exams and meeting professional experience requirements.

Our Advanced Planners

Your relationship with The Boh Heppe Group is a collaborative effort between our team and the deep resources at Baird. For advanced planning cases, we will frequently seek additional counsel from our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families & businesses.

Heath McAteer, CPA, CFP®

Heath McAteer, CPA, CFP®

Tax Strategist

Scott Grenier, CFP®, AEP®, CAP®

Scott Grenier, CFP®, AEP®, CAP®

Manager, Tax & Estate Planning

Andy McKay

Andy McKay

Head of Business Owner Solutions

Melanie Schmieding, CTFA

Melanie Schmieding, CTFA

Director of Family Wealth

BHG Blog

Our blog provides in-depth analysis of current market and economic trends, alongside timely wealth management insights designed to support informed financial decision-making.

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Accolades & Community

Our blog provides in-depth analysis of current market and economic trends, alongside timely wealth management insights designed to support informed financial decision-making.

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