Getting Out What You Put In

Southern California Builder: As a new member, please introduce the BIASC community to Tax & Financial Group and the firm you can provide our industry.

Brandon Kepley: TFG is a boutique financial services firm that has been around since 1970. We work with business owners, helping them with business succession planning, personal retirement and estate planning, and even personal financial planning – all the long-term planning that is needed for them to achieve their vision for themselves and their business.

SCB: What brought about the decision to join BIA?

BK: I decided that I needed to create a niche for myself, and I wanted to be known as the financial advisor to the building industry because it’s such a great industry. The most successful building companies in the U.S. were here in Orange County, and being in Orange County ourselves, it looked like a good opportunity to join in and help them with the things that we do – for the builders and all the related businesses, the engineers, the architects, and the contracting companies, where we can add value. The firm encourages us to take on roles in associations, and since I like the building industry and grew up around construction, I saw the BIA as a great opportunity for us to provide a needed service to a strong and dynamic industry.

SCB: What are you looking forward to doing with BIA now that you’re a member?

Brandon Kepley Tax & Financial Group

BK: I love events and membership and look forward to being involved there. In fact, I was just talking to Zack Torres about getting involved with the Membership Committee in the Orange County Chapter. For now, I’m on Orange County’s NextGen Government Affairs Committee, and that has been an excellent entry point for me. I’m new there, but it’s already helping to get me involved and start putting some work into helping with what’s going on in the committee and the association. I like being involved, and I understand that the BIA can take some time to get to know and get to be known, so I’m looking forward to showing them my solid commitment level.

SCB: It looks like your approach would be good advice for anyone who is joining BIA.

BK: I learned early on through getting involved in extracurricular activities in college that you get out what you put in, so I’m ready to put in the work. That would be a good approach for any new member to follow.

SCB: How optimistic are you that BIA membership will provide value to TFG?

BK: I did my research, and this is a pretty well-thoughtout plan, so I’m very optimistic that it will work. And when it does, TFG will provide return as much value to the BIA as possible. 

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