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                    • rbcwealthmanagement.com
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                  • Home
                  • About us
                    • About our team
                    • Community involvement
                    • The RBC Wealth Management difference
                    • Our process
                  • Wealth Planning
                    • RBC WealthPlan
                    • Client experience
                    • Wealth management approach
                    • Legacy planning
                    • Charitable giving
                  • Retirement
                    • Retirement income planning
                    • Retirement distribution options
                    • Long-term care
                    • Health care in retirement
                  • Resources & insights
                    • Market commentary
                    • Valuable insights
                    • RBC Wealth Management Online
                  • Contact us
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                  Giving while living: How to start gifting assets during your lifetime

                   Jun 24, 2025 |RBC Wealth Management

                  Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

                  Read more

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                  Obtain more information about this financial advisor on FINRA's BrokerCheck website

                  Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                  Contact information

                  The Kelley Group

                  Phone: 402-392-6116
                  Toll-Free: 1-800-950-3246

                  Rick Kelley, AWM, RICP®

                  Managing Director - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 402-392-6114
                  Cell: 402-289-7274

                  Don Bryner, APMA®, CIMA®, CRPS®, RICP®

                  Senior Vice President - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 402-392-6107
                  Cell: 402-253-9294

                  Beth Hollister, CFP®

                  First Vice President - Financial Advisor

                  Phone: 402-392-6131
                  Cell: 402-253-9410

                  Shawn Anderson

                  Senior Investment Associate

                  Phone: 402-392-6124
                  Cell: 402-669-7155

                  Tina Legett, APP

                  Senior Financial Associate

                  Phone: 402-392-6116
                  Cell: 402-651-8034

                  Eric Schneider

                  Investment Associate

                  Phone: 402-392-6122

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                  12910 Pierce Street, Suite 300
                  Omaha, NE 68144
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