About our team

RoJeanne served clients of The Kelley Group for more than 40 years. Her commitment to service and her outstanding knowledge of the financial services industry allowed her to develop a deep and trusting relationship with multiple generations of the families that we serve.

Ro handles account administration and client relations, and she is passionate about offering professional and personal support to clients each day. Her knowledge, expertise, prioritization and timeliness are highly valued by our clients and our team.

Ro is a Nebraska native and enjoys golf, traveling and spending her free time with family.

Tina Legett joined The Kelley Group in December 2022. With more than 25 years of industry experience, Tina leverages her strong organizational and communications skills to support the team’s operations and overall client experience.

Tina prides herself on being a key resource for client’s day to day needs, as well as ongoing relationship development and management. Her responsibilities include facilitating client requests, opening accounts, researching and resolving account-related inquiries and supporting team operations.

Prior to her career in the Financial Services industry, Tina served in the U.S. Air Force as a Ground Radio Communications Specialist. She currently holds Series 7, 9, 10, 63 and 65 licenses.

Tina and her husband, Kevin, have been married for 32 years and have two daughters, Emma and Ali. Tina enjoys traveling and experiencing new places and cultures with her family.

Shawn joined The Kelley Group in March 2022 after 12 years at TD Ameritrade. He has an extensive background in client service, risk management, and equity options trading. Shawn passed the Series 3, 7, 24 and 63 securities exams. Prior to his career in the financial services industry, Shawn spent more than 10 years working for Hyatt Hotels as a director of worldwide accounts.

Shawn is a Nebraska native, and he attended the University of Nebraska at Omaha. He and his wife, Jennifer, have two daughters, Lauren and Avery. In his free time, Shawn is an avid baseball fan (Go Cubs!) and enjoys spending time with his family and rescue dogs.

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

As a trust consultant, Sara specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners. 

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.