Letheby Financial Group philosophy

We specialize in helping individuals, families and businesses achieve their financial goals and objectives. We tailor our advice to each client situation and help you navigate through difficult financial decisions. We work with all aspects of your financial situation, whether you're planning for retirement or saving for college, we can help you design the future that you envision. Our team based approach and dedication to building long term relationships with our clients helps ensure a sound wealth management plan for your future.


Mike Letheby

First Vice President - Financial Advisor, Consulting Group

402-465-3818
402-465-3870

About Mike

Before joining RBC Wealth Management, I was in banking for 10 years and served as an Officer and on the Board of Directors of First State Bank of Hickman, Nebraska. I joined RBC Wealth Management in 1987 which gives him over 30 years of experience in the financial services industry. Throughout my career and working with clients all around the country I have developed one fundamental goal: to keep you happy. This not only refers to portfolio performance, though that certainly helps, but speaks more to our approach of tailoring our advice, communications, reviews and education specific to you and what you want to accomplish. We work to serve your needs and are always available whenver you have questions or concers about anything. 

Qualifications

I graduated from the University of Nebraska-Lincoln and currently have my Series 7 Securities license and Series 63, 66 & 61 licenses. I am also licensed in Life and Health Insurance as well as Annuities. At RBC Wealth Management I am a First Vice President-Financial Advisor and President's Council Award Winner. 

Personal

My wife, Susan Letheby and I were both born and raised in Lincoln, NE and have been married for over 30 years. We have three wonderful children- Jessica, Allison and Adam. We all graduated from the University of Nebraska-Lincoln. Jessica and her husband Shaun Reid currently live in Gretna and have three children of there own- Hayes, Quinn and Carys. My other daughter Allison and her husband Chris Dahl live in Omaha and have a son named Graham. My son Adam and his wife Andrea live in Lincoln with their yellow lab Luca. In my free time I enjoy golfing, hunting, volunteering and spending time with our family. I am also currently President of Lincoln Youth Sports Association, a local non-profit organization.

Adam Letheby, CFP®

First Vice President - Financial Advisor, Consulting Group

402-465-3816

About Adam

As a Certified Financial Planner™, I specialize in helping our clients envision, design and implement and monitor their comprehensive personal wealth management plan. Our unique approach to wealth management and the process we employ helps to ensure the success of our client's financial futures. It seems like today there are more "financial services professionals" to choose from making it very difficult to decide not only who is a trustworthy individual to be a steward of your hard earned assets, but who is qualified. With less than 70,000 Certified Financial Planner's nationwide and only 350 in Nebraska, I take great pride in carrying the district designation of CFP®. All financial professionals with this designation are required to follow a strict standard for professional conduct and integrity set forth by the CFP® Board. We are help to rigorous ethical standards and put our client's best interest first. In order to receive this designation I had to go through extensive training and experience requirements in 6 key areas of financial planning: Fundamental Financial Planning, Investment Management, Insurance Planning, Retirement & Employee Benefits, Tax Planning and Estate Planning

Qualifications

I graduated from the University of Nebraska-Lincoln where I earned a Bachelor's Degree in Political Science and minors in Finance and Economics. In June of 2008, I joined Letheby Financial Group as a Financial Advisor. Prior to being hired as a Financial Advisor, I worked as an intern with my father Mike Letheby and Investment Associate Mary Spencer for three years. I hold my Series 7 & 66 Securities Licenses as well as my Life and Health Insurance and Annuities License. In 2011 I earned my CFP® Designation to become a practicing Certified Financial Planner™.

Personal

My wife Andrea and I are both from Lincoln, NE and graduated from Lincoln Southeast High School and the University of Nebraska-Lincoln. Andrea graduated from the University of Nebraska Medical Center from the College of Nursing. We are currently involved in many organizations in the Lincoln community. I am a member of the Lincoln Chamber of Commerce, Lincoln Young Professionals Group, Ducks Unlimited, Pheasants Forever and Financial Planning Association. In our free time we enjoy traveling, golf, Husker athletic events, reading, hunting and fishing as well spending time with friends and family.

Amy Fitzpatrick

Senior Investment Associate

402-465-3827
402-465-3870

About Amy

Having worked for RBC Wealth Management for over 20 years has given me extensive experience in financial operations, administration and investment management. I work closely with clients to ensure they are being taken care of and their needs are met. I enjoy working with people and getting to know the families that we serve. Whenever clients have questions about anything, they can trust that I'll take the time to walk through each step and ensure they have a better understanding than before we spoke. I provide clients with account service and operation needs, scheduling appointments and the client account review process to help ensure our clients are on track to meet their goals and objectives. 

Qualifications 

I graduated from Nebraska Wesleyan and earned a Bachelor of Arts in Business Administration with a minor in Marketing. I started my career at RBC Wealth Management over 20 years ago and currently hold my Series 7, 63 & 66 Securities Licenses. 

Personal

I currently reside near Palmyra with my husband Tom and sons Sam, Zachary and Owen. I serve on the Board for the Foundation for Knowledge District OR-1, as well as Fine Art/Music Boosters for District OR-1. Outside of work I enjoy spending time with family and friends as well as traveling and scrapbooking.

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Scott Rogneby

Divisional Retirement Consultant


Peter Kolar

Wealth Management Consultant


Blake McKibbin

Wealth Strategist


John Walsh

Divisional Annuity Consultant


Tom Nagle

Trust Consultant


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group