Fellowship Financial Planning

John Kiepe is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently an advisor at Fellowship Financial Planning, LLC and operates J & R 2023 LLC dba Kiepe Tax Services, an income tax preparation and consulting practice. Additionally, Mr. Kiepe serves as an adjunct professor at Whitworth University, teaching courses in accounting and finance. Fellowship Financial Planning serves individuals, families, business owners, and other entities by providing discretionary investment management, financial planning, and ongoing consulting. The firm manages portfolios using a broad mix of securities and employs quantitative and qualitative analysis, modern portfolio theory, and periodic rebalancing as part of its investment approach.

Zachary Lipton is a financial advisor at Fellowship Financial Planning with nine years of industry experience. He holds a Series 66 designation and has worked previously at Financial Advocates Investment Management and VALIC Financial Advisors, Inc. Outside of his advisory work, he serves as a music worship leader at Christ Our Hope Bible Church. Fellowship Financial Planning, LLC serves individuals, families, business owners, and other entities by providing discretionary investment management, financial planning, and ongoing consulting. The firm employs a multi-advisor team approach and uses a broad mix of securities combined with quantitative and qualitative analysis to manage client portfolios.

Jonathan Davis is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with Fellowship Financial Planning, LLC, where he has worked since 2024 as part of a six-advisor team. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial LLC. Fellowship Financial Planning serves individuals, families, business owners, and other entities by providing discretionary investment management, financial planning, and ongoing consulting. The firm employs a multi-advisor approach, constructing portfolios from a broad mix of securities and using quantitative and qualitative analysis alongside modern portfolio theory and periodic rebalancing.

Ryan Heacock is a financial advisor at Fellowship Financial Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Financial Advocates Investment Management, Financial Management, Inc., LPL Financial, and Foresters Financial. Fellowship Financial Planning serves individuals, families, business owners, and other entities with discretionary investment management, financial planning, and ongoing consulting. The firm manages portfolios using a broad mix of securities and employs quantitative and qualitative analysis, modern portfolio theory, and periodic rebalancing.

Jon Greene is a financial advisor at Fellowship Financial Planning with 48 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Financial Advocates Investment Management and VALIC Financial Advisors. Greene is based in Spokane, WA. Fellowship Financial Planning serves individuals, families, business owners, and other entities by providing discretionary investment management, financial planning, and ongoing financial consulting. The firm employs a multi-advisor team approach and uses a broad mix of securities and both quantitative and qualitative analysis to manage client portfolios.

Marshall Williams is a financial advisor at Fellowship Financial Planning with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Financial Advocates Investment Management and Financial Management, Inc. Outside of his advisory role, Williams serves as a varsity assistant football coach at Lakeland High School. Fellowship Financial Planning, LLC serves individuals, families, business owners, and other entities by providing discretionary investment management, financial planning, and ongoing financial consulting. The firm manages portfolios using a broad mix of securities and employs quantitative and qualitative analysis, modern portfolio theory, and periodic rebalancing as part of its multi-advisor team approach.