Tom Boh, CFP® MBA, is currently the Director and Financial Advisor at The Boh Heppe Group, where they utilize a customized investment philosophy to navigate current markets. With over 35 years of combined experience in their team, they specialize in serving multi-generational clients with tailored financial solutions. Prior to this role, Tom served as Vice President of Investments at A.G. Edwards & Sons, Inc., from 2001 to 2009. Tom holds a degree from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
This person is not in the org chart
This person is not in any teams
This person is not in any offices