Open Range Wealth Management Group - RBC Wealth Management

Peter Kline, CFP®, MBA

Senior Vice President - Branch Director, Senior Portfolio Director Group

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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 financial advisor responsibilities, Pete is the branch director for the Cheyenne and Casper RBC offices.

Licenses and Designations

Pete earned his CERTIFIED FINANCIAL PLANNER® certificate at the College of Financial Planning. The multi-year 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, Pete passed the Series 7, 66, 9 and 10 exams. He also holds life, 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 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 & Girls Club, is involved with the Cheyenne Chamber of Commerce and is a 2018 graduate of Leadership Cheyenne.

Recognition

In 2023, Pete was recognized by the Wyoming Business Report as a 30 Under 40 recipient. In 2024, Pete was named to Forbes America’s Top Next-Gen Wealth Advisors list and in 2025 Pete was named to Forbes Best-In-State Wealth Advisors list.

<p>The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.</p>

Joseph Marek

First Vice President - Financial Advisor, Portfolio Director Group

307-432-2443 307-256-3642

Diane White, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

307-432-2423

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Diane helps individuals, families, nonprofit organizations and businesses achieve their financial goals by creating and implementing complete wealth management plans that focus on accumulating, protecting and transferring wealth. Providing clients a solid financial framework demands an appropriate level of preparation, research and execution to help provide successful outcomes. Understanding each client’s unique story is at the heart of what Diane does. Her approach is steady and balanced allowing for flexibility in different situations and market conditions. Diane provides her clients with thorough financial education, estate planning services and direction.
Investment Philosophy
Diane believes judgement, discipline and commitment are necessary when implementing well-thought-out wealth management plans. Understanding risk, proper allocation, appropriate diversification and estate considerations are critical components of Diane’s strategy. She knows each client is different and has their own concerns and goals. Working with the Open Range Wealth Management Group, Diane takes careful consideration of details, which allows her to provide well-organized service to her clients. She also stays abreast of market conditions, trends and innovations, as well as acts in the best interest of her clients. Diane provides a high-level set of skills and experience to successfully help clients accomplish their unique financial goals.
Qualifications
Diane is a senior vice president – financial advisor and member of the firm’s Senior Portfolio Director Group. Diane holds RBC Wealth Management’s internal, professional designation of Accredited Wealth Manager. This program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of its financial advisors. This advanced-level program builds on the fundamentals of wealth management with a focus on estate planning services, insurance solutions, advanced investment strategies and business succession planning.
Diane received two Bachelor of Science degrees from the University of Wyoming. The first in finance and the second in accounting. Upon completing her second degree, she launched a career in public accounting learning both tax and audit disciplines. She transitioned careers in 1984 leaving public accounting and began working as an investment executive with A.G. Edwards and Sons. Diane joined Dain Rauscher in 1993, which became RBC Capital Markets in 2000. In addition to being a registered representative, Diane passed the Series 7, 63 and 65 exams and holds a life insurance and annuities license in the state of Wyoming.
Personal
Diane and her husband, Dan, are both natives of Cheyenne and play active roles in the Cheyenne community. Dan is a retired local attorney. Their daughter, Caroline, is a speech and language pathologist in the Cheyenne School District and her husband, Joey, is a high school math teacher at Cheyenne Central High School. Their daughter, Stephanie, and her husband, Levi, are emergency physicians in Minnesota. Dan and Diane enjoy spending time with their two granddaughters and new grandson. They are avid travelers, walkers, tennis players and music enthusiasts.
Over the years, Diane has made volunteering a central part of her life. She has volunteered as a trustee at the Cheyenne Regional Medical Center (CRMC), the local medical center and as a director of the CRMC Foundation. Diane has also given her time to the Cheyenne Symphony Foundation, WinHealth Partners, the Cheyenne Symphony Orchestra, Cheyenne Chamber Singers and the local economic development board, Cheyenne LEADS. Most recently, she volunteered as an advisor with the Wyoming Congressional Awards Council and with Cheyenne Frontier Days™ W-Heels.
Diane was on the steering committee for the Cheyenne Regional Cancer Center as well as the Davis Hospice Center. These roles facilitated fundraising for both organizations. Serving for a decade as the president of CLIMB Wyoming, a statewide organization that supports low-income single mothers and their children, was an honor for Diane as was being awarded the President’s Volunteer Service Award formed under President George W. Bush in 2002.

Brendan Ames

Financial Advisor

307-275-4593

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Brendan is a seasoned professional with a diverse background encompassing both private and public sectors. For over a decade, he has worked closely with individuals, families, businesses and nonprofits to help them achieve their short-term and long-term goals. He strives to be a responsible steward of investment practices, risk management and strategic perspectives that work toward the objectives of each client.

Brendan has experience in investment and asset management, philanthropy and real estate strategies for single-family offices and a real estate brokerage firm. He was the chief economic development officer for the City of Cheyenne and oversaw economic development projects and incentives across the entire state of Wyoming as the federal liaison for a U.S. senator. This unique blend of experiences has helped him support a wide range of clients. Brendan has focused on tailoring strategies for ultra-high-net-worth individuals and families focused on investments, wealth preservation, succession planning and charitable giving. Additionally, he has worked with business owners looking to expand, finance projects or sell their business.

With a full scholarship to attend the University of Southern California as a member of the track and field team, he was named an All-American twice and earned All-Conference honors multiple times. Recently, in 2022, Brendan received a master’s degree from Georgetown University with a concentration in real estate finance.

He is a sixth-generation Wyomingite who enjoys being involved in the greater Cheyenne community and has served in various capacities throughout the years. Brendan has also been a professional athlete since the conclusion of his collegiate track and field career. His track career has included a national record, multiple top-three finishes at national events and participation in the Olympic Trials (2012 and 2021). He had the honor of representing the United States as part of Team USA in the Pan American Games and World University Games. In his spare time, Brendan and his wife, Katye, enjoy raising their son, Otis, traveling and spending time in the great outdoors.

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 to present at client seminars.

Cyndy Ranzau

Echelon 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 to 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 multidisciplinary 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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