John Kiepe, CFA
After graduating with his degree in accounting, John began his career preparing individual tax returns while furthering his education by pursuing a master’s degree. Later, he transitioned to the financial services industry, where he earned his Chartered Financial Analyst designation, passing all three exams on his first attempt. He has since gained valuable experience and insight into the importance of planning for the future.
Outside of work, John keeps busy by spending time with his wife, Rubi, and their two dogs, Oso and Ceviche. He stays active by regularly going to the gym, golfing in the summer, and playing as much pickleball as possible. During the winter months, he enjoys snowboarding in the mountains with friends.