Kelley/McShane Investment Group

Dave began his career as a Financial Advisor at RBC Wealth Management, joining his father, Frank Kelley, in May 1993. Dave was once a geological engineer, graduating from Montana Tech and accepting a job immediately following his graduation with Northern Engineering. He and his wife, Kat, moved around often to small mining communities for his career. While his work was fulfilling, it lacked a work-life balance. Dave’s father, Frank, invited him to join the financial services business, allowing him to spend more time at home with his family while enjoying all the recreational opportunities Montana has to offer.

He has passed the Series 7, 63 and 65 securities exams, and is licensed in life, disability, and variable insurance. Dave holds the firm’s internal designation of Accredited Wealth Manager and in 2020 earned the Accredited Investment Fiduciary designation. Dave has a Bachelor of Science degree in geological engineering from Montana Tech. He was the previous Treasurer of TrailNet and is now a proud member of this community service group created to connect the city of Billings by building trails for recreation. Dave has also served as the Treasurer of Silver Run Ski Education Foundation, an alpine ski racing organization based in Red Lodge, Montana.

Dave was born in Cody, Wyoming, in 1964 and graduated from West High School in Billings. He and his wife have two daughters: Chelsey, the eldest and his business partner, and Mallory. They also have a labradoodle named Murdoch. Away from the office, Dave enjoys downhill skiing, cycling, kayaking and spending time with his family.

Chelsey, Dave’s daughter, joined the team as a Financial Advisor in early 2020. Chelsey graduated with a Bachelor of Science degree in Business Marketing from Montana State University. Following her schooling and various marketing jobs in the greater Yellowstone area, she started her own marketing company, Beveled Edge Solutions. Here her focus was on implementing marketing automation software for local and international small to medium sized companies. While she loved the work she did, she had always wanted to work in the financial services business with her dad.

She has passed the Series 7 and 66 securities exams, and is licensed in life, disability, variable, and Long Term Care insurance. Chelsey earned the Retirement Income Certified Professional designation in 2024 with the goal of helping clients turn their life savings into a reliable source of income throughout retirement and beyond. Chelsey is both the Secretary and Treasurer for Yellowstone Soccer Association.

Chelsey was born in Modesto, California, and moved to Billings, Montana when Dave started at RBC Wealth Management. In 2005, her family moved to Red Lodge to be closer to their hometown ski area. She spent her college days at MSU earning her degree and alpine ski racing. During college, she met her husband, Dylan and went on every adventure they could fit in outside of school and work. They now have two children, Gage and Rose and one dog, Kenny. They live for the outdoors and enjoy skiing as a family. When the snow isn’t flying, Chelsey enjoys mountain biking and hiking. She also loves to cook, and although her husband is a chef, he lets her near the stove.

Mike brings nearly two decades of sales experience to RBC Wealth Management, where he is poised to provide exceptional client service. His career began with over eight years at Target, where he progressed from entry-level roles to management. He then spent more than 11 years as a sales account manager at a local trucking company, honing his ability to build relationships and meet client needs. His extensive customer-focused background equips him to understand and serve the needs of clients both day-to-day and in the long term.

Mike is currently advancing his financial knowledge, having passed the SIE and Series 7 exams.

Raised by his grandparents in Columbus, MT, Mike pursued his education at Northwest College in Powell, WY, earning an Associate of Science Degree in Outdoor Education. He later moved to Billings, MT, where he graduated with a Bachelor of Science degree in Business Management.

Mike met his wife, Lisa, during his tenure at Target, and together they are raising their three children: Elinor, Henry, and Jonah. Active in their community, Mike and Lisa have contributed significantly to organizations like Chase Hawks and Riverside Little League. In his free time, Mike enjoys fly fishing, hiking, golfing, and biking—activities that allow him to fully appreciate the beauty and recreational opportunities of the greater Yellowstone area.