Business Spotlight: The Ogard Boh Group

From left to right: Kelly Heppe, Associate financial advisor, Tom Boh, Senior Vice President, Karen Ogard and Elizabeth Nguyen, Client Associate.

From left to right: Kelly Heppe, Associate Financial Adviser, Tom Boh, Senior Vice President, Karen Ogard, Director and Elizabeth Nguyen, Client Associate.

Who is The Ogard Boh Group?

We are leaders in financial stewardship as we take on the goals of each of our clients. Managing the total wealth picture for high net worth families and small businesses remains our passion.

 

What products or services do you provide?

Total wealth management encompasses financial, tax, estate and investment planning which is the foundation of our practice. This also includes a comprehensive array of financial vehicles we can utilize to customize clients’ solutions. For more information on our products and services, reference our website.

Tomand Karen

How long have you been in business?

The Ogard Boh Group has been in business for 33 years.

How did you get started?

Ha! To make a long story short I found it difficult to blend my analytics with employment in Cheyenne Wyoming until I heard about becoming a stock broker. With a love for finance and a passion to help people, it became the perfect career path. We’ve grown the business to encompass full wealth management and sage advice.

What makes The Ogard Boh Group different?

We are not “off the shelf” solution people…we tailor our advice around what is best for our clients. The Ogard Boh Group combines our extensive financial expertise with an intimate knowledge of our clients. Starting with what you value most, we strive to understand your goals and objectives. Then we meet our clients CPAs and attorneys to collaborate efforts on behalf of our clients. Together, our mission is to make your financial journey a successful one.

The Ogard Boh Group’s Team Members

KAREN OGARD

CIMA®,  CFP®,  DIRECTOR

Karen Ogard, Director of The Ogard Boh Group.

Karen Ogard, Director of The Ogard Boh Group.

Karen graduated with honors from the University of North Dakota, and began her career at A.G. Edwards in 1983. She has achieved the distinction of CERTIFIED FINANCIAL PLANNER™ professional, and earned the Certified Investment Management Analyst®SM (CIMA®) designation through the Wharton School of Business.Karen is a member of Manchester Who’s Who Registry, which is noted for honor and achievement worldwide. And is also a board member for the Kenyan Children Foundation since 1992 and current Board Vice President.

  • Recognized in 2009, 2011, 2012, 2013, 2014, 2015 and 2016 by 5280 Magazine as a FIVE Star Wealth Manager
  • Recognized in 2011, 2012, and 2013 as a NABCAP Premier Advisor
  • Recognized in 2010 by Denver Magazine as a Top Private Wealth Advisor
  • Recognized in 2008 by the Denver Business Journal as a Top Denver Wealth Advisor
  • Recognized as one of Barron’s Winner’s Circle Top 100 Women Financial Advisors – 2007 & 2008

Karen lives in Denver with her husband, Pasquale. She enjoys spending time in the mountains – hiking, rafting, and fishing. She even manages to still enjoy tango dancing and traveling around the world as well.

 

THOMAS BOH

MBA CFP®  SENIOR VICE PRESIDENT

Tom Boh, Senior Vice President of The Ogard Boh Group

Tom Boh, Senior Vice President of The Ogard Boh Group

Tom received his Bachelors of Science in Geophysics from the Colorado School of Mines, and his Masters in Business Administration from the University of Colorado at Denver. Tom began his career at A.G. Edwards in 2001, and achieved the distinction of CERTIFIED FINANCIAL PLANNER™ professional in 2005.

Tom moved to Colorado when he was just one year old, and now lives in Lakewood with his wife Mica, and three young children: Braden, Michael, and Fernanda. He likes to spend his free time with his family; chasing the kids around, and going to their sporting & school events. Tom is bilingual, fluent in English and Spanish, and is active within his church.

 

 

 

KELLY HEPPE

CFP®  ASSOCIATE FINANCIAL ADVISER

Kelly Heppe, Associate Financial Adviser of The Ogard Boh Group.

Kelly Heppe, Associate Financial Adviser of The Ogard Boh Group.

Kelly has been in the financial services industry for 11 years. She began working at A.G. Edwards in 2005 and joined the Ogard Boh Group in 2013. Kelly holds a Bachelor’s Degree in Psychology from University of Colorado Boulder. Earning her CERTIFIED FINANCIAL PLANNER™ certification in 2012, Kelly applies her wealth of knowledge and experience to the Team and our clients through our concierge level customer service. She is FINRA Series 7 and 66 licensed, as well as licensed to sell Insurance and Annuities.

Native to Colorado, Kelly enjoys cooking, hiking and traveling with her husband, Ben. They live in Denver with their bulldog, Butters, and daughter, Kennedy.

 

 

ELIZABETH NGUYEN

CLIENT ASSOCIATE

Elizabeth Nguyen, Client Associate of The Ogard Boh Group

Elizabeth Nguyen, Client Associate of The Ogard Boh Group

 

 

Elizabeth is a Client Relationship Associate with The Ogard Boh Group. She holds a Bachelor’s Degree in Finance and Accounting from the University of Colorado at Boulder. She has four years of experience in the financial services industry with a background in securities operations and client support. She is FINRA Series 7, 66 and 63 licensed.

 

Native to Denver, Elizabeth enjoys skiing, hiking and yoga. She is bilingual, fluent in English and Vietnamese.

 

 

 

 

Awards

Five Star Wealth Manager- 5280 Magazine 2009-2016

Best in Client Satisfaction- 5280 Magazine 2016

Premier Advisor- NABCAP 2011-2013

Top 100 Women Financial Advisers- Barron’s Winner’s Circle 2007-2008

 

“We excel in financial stewardship- your goals become ours.”

 

Contact The Ogard Boh Group

Office:

Phone: 303-270-6317

Email: ogardbohgroup@rwbaird.com

Office Hours:

Monday – Friday

7:30 am- 4:30 pm

 

Headquarters:

Baird
210 University Boulevard
Suite 900
Denver, CO 80206

Social Media:

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Team Photo2

From left to right: Kelly Heppe, Associate Financial Adviser, Tom Boh, Senior Vice President, Karen Ogard, Director and Elizabeth Nguyen, Client Associate.

If you would like to participate in The Couture Group’s Business Spotlight, or would like to refer a Business to The Couture Group, please e-mail Jillian Ellis at jillian@thecouturegroup.com or call 720-257-7104.

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