Spokane, WA Office

John Kiepe is a CFA® charterholder and holds a Series 66 license, with five years of experience in the financial industry. He is affiliated with Fellowship Financial Planning, a six-advisor team based in Spokane, WA. Kiepe also operates a tax preparation and consulting business through J & R 2023 LLC and serves as an adjunct professor at Whitworth University, teaching accounting and finance courses. Fellowship Financial Planning provides fiduciary investment management, financial planning, and consulting services to individuals, families, business owners, and various entities. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and biblically responsible investing models, offering discretionary portfolio management and the option to include fee-based annuities.

Zachary Lipton is a financial advisor at Fellowship Financial Planning with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and VALIC Financial Advisors, Inc. Outside of finance, he serves as a worship leader at Christ Our Hope Bible Church in Spokane, WA. Fellowship Financial Planning provides fiduciary investment management, financial planning, and consulting to individuals, families, business owners, and various entities. The firm incorporates Biblically Responsible Investing and utilizes a blend of quantitative and qualitative analysis in its portfolio management approach.

Jonathan Davis is a CFP® professional with 12 years of industry experience. He currently works at Fellowship Financial Planning and has previously been affiliated with Financial Advocates Investment Management and LPL Financial. Fellowship Financial Planning serves individuals, families, business owners, and various entities including trusts, estates, and charitable organizations through fiduciary investment management, financial planning, and consulting. The firm employs a combination of quantitative and qualitative analysis with Biblically Responsible Investing (BRI) models, offering discretionary portfolio management and fee-based annuities when appropriate.

Ryan Heacock is a financial advisor with Fellowship Financial Planning, holding Series 63 and Series 65 designations and 18 years of industry experience. 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 various entities by providing fiduciary investment management, financial planning, and ongoing consulting. The firm’s investment approach integrates quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models with portfolio construction, monitoring, and 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. His prior experience includes roles at Financial Advocates Investment Management and VALIC Financial Advisors. Fellowship Financial Planning serves individuals, families, business owners, and various entities, providing fiduciary investment management, financial planning, and ongoing consulting. The firm’s investment approach integrates quantitative and qualitative analysis, modern portfolio theory, and Biblically Responsible Investing models, offering clients customizable portfolio management and standalone financial planning services.

Marshall Williams is a financial advisor at Fellowship Financial Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Advocates Investment Management, Financial Management, Inc., LPL Financial, LLC, and Foresters Financial Services. Outside of his advisory work, he serves as a varsity assistant football coach at Lakeland High School. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and consulting. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models alongside discretionary portfolio management.