About us
building your future
At Boden Wealth, our mission is to drive positive, lasting impact by bridging your values and wealth to your purpose. Our qualified and dedicated team combines experience, creativity, and a commitment to servant leadership, helping to empower you to make meaningful impact that endures for generations.
Learn more about us and how we can help you build your future.
Our Team
NATHAN IMBODEN, CFP®
CEO & Personal CFO
ANDREW OTTO, CFP®, CTF
Director of Trust & Fiduciary Services
BRENT FIRESTONE
Advisor Emeritus
ALI BACH, CFP®
Personal CFO
TRESSIA MARINO
Client Advisor & Personal CFO
Bob Grimm
Client Advisor
SOPHIA PASICHNIK
Client Service Manager
ERICA CAMPBELL
Director of Operations
CHRISSIE RESTREPO
Financial Planning Strategist
Katie Rovenolt
Client Service Concierge
JACOB HUFFMAN
Client Service Concierge
NOAH LEHMAN
Analyst
ELIZABETH FRECON
Client Service Concierge
HANNAH FISCHER
Marketing Coordinator
brian gilroy
Analyst
Kelly Weber
Hospitality & Scheduling Concierge
Danielle Smith
Client Service Concierge
experience you can trust
Our goals are centered around creating a strong platform for our clients to connect, learn, and grow. We believe that when we come together, we can make the world better. By providing resources through our network of mentors, coaches, and professionals; we can help you achieve your dreams.
Loving Kindness
We encourage vulnerability with gentleness and respect.
humility
We serve selflessly with quiet confidence.
Taking Ownership
We take initiative and do what we say.
Wisdom
Our process & discernment inspires confidence & builds trust.