Larry Lagerberg rejoined The Boh Heppe Group in 2022—a true homecoming after working alongside Tom at A.G. Edwards for 18 years. During that time, Larry developed extensive experience supporting clients and ensuring exceptional service before taking a break to pursue his passion for music. Today, he brings that same dedication and attention to detail to his role as Client Assistant, helping the team deliver a seamless and personalized client experience.
Outside of work, Larry is an avid road cyclist who rides year-round and a professional musician performing with several traditional jazz bands along the Front Range. He’s also a craft beer enthusiast and accomplished home brewer. When the weather is nice, you’ll find him cruising with his family—and Roo, their beloved dog—in the ’65 Bonneville that’s been in his family for nearly 60 years. Larry and his wife, Jenny, share two wonderful children, Spencer and Sydney.
Focus Areas:
- Money Movement (ACH, checks, wires, etc.)
- Point of Contact for Phone Calls
- Required Minimum and Qualified Charitable Distributions
- 529 & DAF Coordinator