Kelly Heppe, CFP®, is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with The Boh Heppe Group, where she helps individuals and high‑net‑worth families navigate complex financial decisions with clarity and confidence. Since beginning her career at A.G. Edwards in 2005, Kelly has been deeply committed to delivering thoughtful, relationship‑driven wealth management.
Known for her expertise in behavioral finance and her customized, analytical approach, Kelly specializes in comprehensive financial planning, investment strategy, and multi‑generational wealth management. She partners closely with clients to align their financial strategies with their values, long‑term goals, and legacy priorities—helping them make informed decisions with intention and purpose.
A Colorado native, Kelly enjoys cooking, snowboarding, hiking, and traveling with her husband, Ben, and their daughters, Kennedy and Evelyn. She is actively engaged in her Denver community, continuing to make a meaningful impact both professionally and personally.
- Investment Advice & Planning
- Client Experience Manager
- Wealth Planning Areas: Financial Planning, Estate Planning, Insurance/Risk Analysis, Tax Evaluation & Philanthropy Strategies
- Introductions & Referrals