Open Range Wealth Management Group - RBC Wealth Management

Peter Kline, CFP®, MBA

Senior Vice President - Branch Director, Financial Advisor

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Experience

Pete began his career in the financial services industry in 2012, starting as an intern at Northwestern Mutual. After college, Pete spent three years working for Fidelity Investments in Denver, Colorado. At Fidelity he gained experience in many areas of the financial industry including brokerage trading, sales and wealth planning.

Pete joined RBC Wealth Management in 2016 to further his professional aspirations and focus on long-term wealth planning relationships with people in the Cheyenne community. In addition to his advisor responsibilities, Pete is the Branch Director for the Cheyenne & Casper RBC offices.

Licenses & Designations

After completing the required coursework at the College of Financial Planning, Pete earned his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning. In addition to the CFP®, Pete passed the Series 7, 63, 66, 31, 9 and 10 securities exams, as well as life insurance, health insurance, and annuities licenses.

Education

Pete received his Bachelor of Arts degree in Exercise Science from Willamette University in Salem, Oregon in 2011. During his time at Willamette, Pete focused on extracurricular activities including participation in the Sigma Chi Fraternity and captaining the varsity men’s soccer team. After graduation, he decided to continue his education, receiving his MBA in Finance and Entrepreneurship with honors from the Atkinson Graduate School of Management at Willamette University. While he was there he helped run the Willamette University Angel Fund, a student run angel investing organization making investments in start-up companies in the Pacific Northwest.

Interests

Pete is an avid fly fisherman, skier, golfer, hiker and lover of the outdoors. In his free time you can find him traveling with his wife Mackenzie or throwing the ball to his Labrador Retriever Brooks. Pete also loves rooting for the Denver Broncos, Colorado Rockies, Colorado Avalanche, and the Kansas Jayhawks.

Community Involvement

Pete is focused on helping promote and enhance the Cheyenne community. He serves on the Board for the Cheyenne Boys and Girls Club, is involved with the Cheyenne Chamber of Commerce, and is a 2018 graduate of Leadership Cheyenne.

In 2023 Pete was recognized by the Wyoming Business Report as a 30 under 40 recipient. The Wyoming Business Report’s 30 Under 40 award recognizes professionals in Wyoming under the age of 40 who are shaping, and will continue to shape, the future of the state. Honorees were selected by a panel based on their professional experience and achievements, as well as their community service and charitable giving in the region.

Joseph Marek

First Vice President - Financial Advisor, Consulting Group

307-432-2443

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Matt Loftin

Wealth Strategist

Matt serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Judi Rana

Wealth Management Consultant

Judi spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Judi works diligently to address clients’ unique situations.

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