Alex is a Financial Advisor with The Boh Heppe Group, where he partners with individuals and families to deliver thoughtful, goal‑driven wealth management solutions. He earned his degree in Finance from Ohio University and joined Baird in 2019, later becoming a member of The Boh Heppe Group in 2023. Alex is driven by a genuine passion for serving others and a deep interest in financial markets.
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® (CIMA®), Alex works closely with clients to understand their unique financial goals and guide them through complex decisions. His areas of expertise include comprehensive financial planning, investment and portfolio management, and multi‑generational family wealth strategies, helping clients build, preserve, and transfer wealth with confidence.
Originally from Wisconsin and now residing in Denver’s RiNo neighborhood, Alex enjoys staying active outside the office. In his free time, he can be found golfing, skiing, and following college football.
Focus Areas:
- Investment Advice & Planning
- Portfolio Management & Market Updates
- Wealth Planning Areas: Financial Planning, Estate Planning, Insurance/Risk Analysis, Tax & Philanthropy
- Tax & Estate Evaluation