Our Team

<< Back to Our Team

Griffin Kalepp, CFP®

Griffin has been in the financial services industry since 2012 and holds an undergraduate degree in Financial Planning. With experience across both personal and institutional settings, he has helped families and business owners manage and grow their investment wealth. He is an entrepreneur with a strong interest in real estate investing and currently serves on the board of a local hospital and on the leadership committee for Blood Cancers United.

President and Co-Founder

Education

Masters in Finance, University of Wisconsin – Whitewater

B.S Personal Finance, University of Wisconsin - Madison

Credentials

CERTIFIED FINANCIAL PLANNER®

Chartered Retirement Planning Counselor®

Series 7 (expired)

Series 66

Wisconsin Life and Health

Outside the office

Griffin enjoys spending time outdoors with his wife and their three boys, whether that means playing outside, exploring nature, or taking their Bernese Mountain Dog for a walk. He appreciates experiencing all four seasons Wisconsin has to offer. Golf is a summer staple, and when possible, he enjoys snowmobiling in the winter. He is also a fan of attending Green Bay Packers and Wisconsin Badgers games.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.