Senior Investment Associate
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.
Senior Investment Associate
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.
Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Wealth Management Consultant
Peter provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Peter also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.
Echelon Wealth Strategist
Dean partners with advisors and their ultra-high-net-worth clients to understand what is important to them and develop appropriate strategies that address the client’s objectives and concerns. As a subject matter expert resource, areas of focus on complex wealth topics often include complex planning strategies for corporate executives, trust and estate planning, concentrated stock, business succession planning, and philanthropic planning. Dean also coordinates RBC solutions and external professional services tailored to RBC Echelon client needs.
Senior Vice President, Director of Portfolio Advisory Group
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.