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From Family Roots to $500M Builder

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From Family Roots to $500M Builder

A Leader Shaped by Early Responsibility

Otto Bohon didn’t grow into business. He was raised in it.

Born and raised in Tucson, Arizona, he started working in his family’s restaurant at just nine years old. While most kids were focused on school and sports, Otto was learning how a business runs behind the scenes.

“I was bussing tables at first,” he says. “But I was also watching everything—how people got hired, how money moved, how systems worked.”

By age 12, he was already learning payroll. That early exposure gave him a rare advantage. He wasn’t just working. He was studying operations in real time.

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His father, an immigrant, built a restaurant group from the ground up. That example left a lasting impact.

“I saw what it takes to build something from nothing,” Otto says. “That sticks with you.”

From Athlete to Business Builder

Growing up, Otto was also highly athletic. He played football and trained in martial arts. For a time, he dreamed of becoming a baseball player.

But business kept pulling him back.

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“I always had that competitive mindset,” he says. “It just shifted from sports to business.”

He attended the University of Arizona, where he earned a degree in Psychology. He later completed an MBA with a focus on Finance and Marketing.

That mix of education helped shape how he approaches leadership today.

“Understanding people is just as important as understanding numbers,” he explains.

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How Otto Bohon Built a Career in Finance

Otto’s entry into finance started in a familiar place—at the bottom.

He joined Wells Fargo as a teller during college. But he didn’t stay there long.

“I moved up quickly because I was always focused on learning the system,” he says.

He eventually became a Private Banker. That role gave him exposure to high-level clients and complex financial structures.

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But Otto wanted more control over his path. So he left to become an independent Financial Advisor.

That decision changed everything.

Over time, he built a practice managing around $500 million in assets. Along the way, he earned multiple industry awards, including three Quantum Leap awards and a top MVP honor in 2019.

Still, something didn’t feel right.

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“I realized my strength wasn’t just advising,” he says. “It was building systems and teams.”

Why He Walked Away From a Successful Practice

In 2020, Otto made a bold move. He sold his financial practice.

For many, that would be the peak. For him, it was a pivot.

“I knew I could make a bigger impact on the operational side,” he says. “That’s where I saw the real gaps.”

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He shifted into consulting and executive leadership. His focus became clear: help companies scale by building better systems.

He served as Chief Operating Officer at SIM and later took on a Senior Advisor role with Affinex Capital.

There, he helps guide operations across multiple companies.

“My job is to make sure the people running these companies have the tools and structure to succeed,” he explains.

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Building Systems That Scale

One of Otto’s key strengths is turning ideas into systems.

At Affinex Capital, he has helped raise around $500 million by improving internal processes and training.

He also developed a training program designed for people with no industry experience.

“The goal was simple,” he says. “Make it possible for anyone willing to work hard to succeed.”

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Beyond that, he has built CRM systems and operational frameworks that help companies grow faster and more efficiently.

In the last five years alone, his work has helped create over 500 jobs.

“That’s something I’m really proud of,” he says. “Not just growth, but opportunity for others.”

Leading Through Mentorship and Culture

Otto Bohon

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sees leadership differently than most.

“I prefer to lead, not manage,” he says. “There’s a big difference.”

For him, leadership is about mentorship and development. He has helped many people get their first real opportunity in the industry.

“I’ve seen people go from zero experience to building strong careers,” he says. “That’s what drives me.”

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His background in psychology plays a role here. He focuses on how people think, learn, and grow.

“Systems matter,” he says. “But people matter more.”

Community Impact and Personal Life

Otto’s work extends beyond business.

In 2017, he was named “Man of the Year” by the Tucson Hispanic Chamber of Commerce’s 40 Under 40. The award recognized his community involvement and philanthropy.

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He has served on boards like the Arizona Blind and Deaf Children’s Foundation and St. Miguel. He has also volunteered with Habitat for Humanity and supported fundraising efforts for the Southern Arizona Diaper Bank.

“Giving back has always been important to me,” he says. “I wouldn’t be where I am without my community.”

At home, he focuses on family. He and his wife have four daughters.

“I try to spend as much time with them as I can,” he says. “That’s what keeps everything grounded.”

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He also enjoys exploring art and managing his growing collection of collectibles.

What Defines Otto Bohon’s Leadership Today

Looking at his career, one theme stands out: building.

From restaurants to finance to consulting, Otto has always focused on creating structure and opportunity.

“I like building things that last,” he says.

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Today, he continues to work behind the scenes, helping companies grow and leaders improve.

His path hasn’t been linear. But it has been intentional.

“I’ve always followed where I can make the biggest impact,” he says.

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