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. 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. In 2024, Pete was named to Forbes America’s Top Next-Gen Wealth Advisors list.

Joseph Marek

First Vice President - Financial Advisor, Portfolio Director Group

307-432-2443

Brendan Ames

Financial Advisor

307-634-7781

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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 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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