Broker Check

The Boh Heppe Group

Intentionally Assembled for Your Success

Intentionally Assembled for Your Success

At the Boh Heppe Group, we bring together over 50 years of collective experience, a client-first ethos, and a multi-generational, multi-gender perspective that reflects the families we serve. Based in Denver, Colorado, our diverse team spans numerous life stages, allowing us to connect meaningfully with clients of every age and background. 

Client Centered

Tom, Kelly and Alex all CERTIFIED FINANCIAL PLANNER® (CFP®) professionals-- a reflection of our commitment to the highest standards of expertise and lifelong learning.

Distinct perspectives. Shared Values. One standard of excellence. We deliver a high-touch, collaborative experience customized to your unique needs and aspirations. Our team is honored to walk alongside you and your family—today, tomorrow, and for generations to come.

We proudly honor the legacy of our colleague Karen Ogard, who retired in 2021 after 38 years of guiding families with wisdom, compassion and steady councel. Karen's influence continues to shape our philosophy-- rooted in trust, stewardship and genuine love for the work we do. While we miss her daily presence, we celebrate her transition from advisor to client as she enjoys the next chapter of her financial journey. 

Credentials

Our team is comprised of highly accomplished professionals, with a wealth of credentials and specializations that have gaining recognition from various industry organizations and publications. We are steadfast in our ongoing learning, ensuring that we constantly acquire the knowledge necessary to effectively meet the evolving needs of our clients. 

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.

Let's Talk.
Take the First Step.

Thank you!
Oops!
Landscape in the Holy Cross Wilderness, Colorado