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.


Adam Letheby, CFP®

First Vice President - Financial Advisor, Consulting Group

402-465-3816
Email | | |

Adam is a CERTIFIED FINANCIAL PLANNER™ professional specializing in helping our clients design and implement their customized wealth management plan. He has extensive experience working with families in the following key areas of wealth planning:

  1. Fundamental wealth planning
  2. Investment management
  3. Retirement and tax considerations
  4. Insurance and estate planning services
  5. Business owner solutions and employee benefits

Education and experience

  • Bachelor’s degree from the University of Nebraska–Lincoln
    • Major in political science
    • Minors in finance and economics
  • Passed the Series 7 and 66 securities exams
  • Holds life and health insurance, and annuities licenses
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Three-year intern for Mike Letheby at RBC Wealth Management
  • Financial advisor with RBC Wealth Management since 2008

Adam and his wife, Andrea, were born and raised in Lincoln. They have three kids: twins Rex and Rosie, and their youngest son, Remy, as well as two yellow labs, Luca and Lottie. They enjoy traveling, attending Husker sporting events, volunteering in the community and anything involving their kids. Adam also likes to play golf and spend time in the outdoors hunting, fishing and running.

Amy Fitzpatrick

Senior Investment Associate

402-465-3827

Amy has worked for RBC Wealth Management for more than 27 years. In those years, she has gained her extensive experience in financial operations, administration and investment management. She works closely with clients to confirm they are taken care of and their needs are met. Amy provides clients with account service and operation needs,

scheduling appointments and the client account review process to help make sure our clients are on track to meet their goals and objectives.

Education and experience

  • Bachelor’s degree from from Nebraska Wesleyan University
    • Major in business administration
    • Minor in marketing
  • Passed the Series 7, 63 and 66 securities exams
  • Internship with RBC Wealth Management in 1993
  • Investment associate with RBC Wealth Management since 1994

 

Amy and husband, Tom, currently reside near Palmyra with their sons, Sam, Zachary and Owen. They enjoy attending their kids’ various activities and are actively involved in the community. Amy currently serves on the board for the Foundation for Knowledge District OR-1.

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


Tom Nagle

Trust Consultant


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Contact

Please complete the following form to request more information. *indicates a required field

*Required fields