With over three decades of diverse professional experience, Allen Canete brings a unique blend of financial expertise, leadership, and community commitment to every endeavor. A former energy services engineer and a CPA, Allen has served a combined 17 years as a Senior Portfolio Manager and Senior Vice President and Financial Advisor at RBC Wealth Management, where he currently provides strategic financial guidance and personalized investment solutions. His career also includes notable tenures at UBS, Merrill Lynch, and Ketel Thorstenson where he served a combined 15 years establishing his reputation as a trusted advisor and branch manager in the wealth management and public accounting industries.

As a holder of the Chartered Market Technician (CMT) and Certified Portfolio Manager (CPM) designations, Allen combines technical market expertise with an acute understanding of portfolio management. As a CPA back in 1995, he subsequently earned his Certified Financial Planner (CFP--1997), underscoring his commitment to long term client-focused, comprehensive financial planning. His leadership extends to serving as a former board member of The Academy of Certified Portfolio Managers, a national professional organization based in Denver, CO, where he contributed to advancing the field of portfolio management.

Beyond his professional achievements, Allen is deeply rooted in community service. He has made a meaningful impact as a past president The Black Hills Habitat for Humanity, former Vice Chairman of the Custer County Housing and Redevelopment Commission, and a volunteer with the Custer County Food Pantry and Storehouse, a 501(c)3 charitable organization headed by his wife, Kimberly. His dedication to helping others reflects his belief in building stronger communities through service.

Outside of his career and volunteerism, Allen enjoys a rich family life with wife Kimberly, their three adult children, and four grandchildren. Together, they embrace outdoor adventures and travel. A devoted member of his church and its council leadership, Allen continues to find purpose in faith and fellowship.

Through a combination of professional excellence, a passion for service, and a love for the outdoors, Allen Canete embodies the values of integrity, leadership, and commitment in both his career and personal life.

Lisa enjoys working side-by-side with her clients, helping them visualize and design a financial and investment plan for their family. She feels much of the financial services industry is connecting with people, listening to what is important to them and helping them establish a plan that works. She began her career in financial services in 1999 at Dain Rauscher, then moved into the financial advisor role in 2003 at UBS Financial Services. After 18 years at UBS Financial Services, Lisa joined RBC Wealth Management in 2020.

Lisa has a Series 7 and 66 securities licenses, holds her insurance licenses, and has the Accredited Asset Management Specialist designation from the College of Financial Planning. She has a bachelor’s degree in both communications and vocal music from Black Hills State University, and a master’s degree in human resources/communications from the University of South Dakota.

A native of South Dakota, Lisa was born and raised on a fifth-generation ranch surrounded by extended family. Growing up on a ranch, she understands the value of hard work and dedication. Lisa, and her husband Jerred, live in the Black Hills with their two sons, Henry and Harrison. They have a full house with two children, two dogs and cats and a horse. Much of their free time is spent as a family at church, school activities or traveling.

Jenny is the registered client associate for Allen and Lisa and has been with the team since 2018. She brings more than 25 years of experience assisting clients and taking care of their needs. Jenny’s focus is on providing an exceptional client service experience. She does this through administrative support and performing critical and time-sensitive functions such as new account opening, fund transfer, client education, online account access and ongoing client relations. Jenny attended Black Hills State University with an emphasis in accounting and has passed the Series 7,  Series 66 and SIE exams.

She is active in the community, having served as finance coordinator for a local MOPS, committee chair for the Cub Scouts and Boy Scouts, troop leader for the Girl Scouts, and as a school liaison, teams coordinator and team manager for Destination Imagination.

Jenny was born and raised in South Dakota. She and her husband, Matt, have two children and a dog named Happy. In her free time, Jenny enjoys spending time with her family and friends, traveling and exploring the beautiful Black Hills.