The Letheby Group - RBC Wealth Management

The Letheby Group

The Letheby Group Philosophy
Our primary objective as Financial Advisors is to add value to our client relationships and build trust between you, your family and your business. We believe that investing is an ongoing process and focus our attention towards meeting long term goals rather than worry about the day to day fluctuations of the market. We help clients navigate challenging times and provide financial guidance and advice to help meet the goals and objectives specific to each client.

Mike Letheby
First Vice President - Financial Advisor, Consulting Group

(402) 465-3818
mike.letheby@rbc.com

Qualifications
Before joining RBC Wealth Management, Mike was in banking for 10 years and served as an Officer and on the Board of Directors of First State Bank of Hickman, Nebraska. Mike joined RBC Wealth Management in 1987 which gives him over 30 years of experience in the financial services industry. He is now a First Vice President-Financial Advisor and an RBC Wealth Management Presidents Council Award Winner. Mike graduated from the University of Nebraska-Lincoln and currently has his series 7, 63, 66, 31 and Life and Health insurance and Annuities license.

Specialization
Mike specializes goal-driven investing and portfolio allocation. This technique focus's on achieving a client's life goal by assessing their risk tolerance and time horizon and developing an asset allocation and investment plan to help reach that individual or business's desired objective.

Personal
Mike and his wife Susan Letheby have been married over 30 years and have three children, Jessica, Allison and Adam. Jessica and her husband Shaun Reid live in Omaha, NE and have two children, Hayes and Quinn. Allison and her husband Chris Dahl also live in Omaha, NE and have a son named Graham. Adam and his wife Andrea live in Lincoln, NE and have a dog named Luca. In his spare time, Mike enjoys golf, traveling, hunting and volunteering. Mike is currently the President of Lincoln Youth Sports Association, a local non-profit organization.

Adam Letheby, CFP®
Financial Advisor

(402) 465-3816
adam.letheby@rbc.com

Qualifications
Adam joined The Letheby Group and RBC Wealth Management as a Financial Advisor in June of 2008. Prior to being hired as a Financial Advisor, he worked as an intern for Mike Letheby and Mary Spencer for 3 years. Adam holds his series 7 and 66 license as well as his Life and Health Insurance and Annuities license. Adam is also a Certified Financial Planner™.

Adam graduated from the University of Nebraska-Lincoln where he earned his bachelors degree and studied political science, finance and economics.

Specialization
As a Certified Financial Planner™, Adam specializes in the financial planning process and working with clients to help them achieve their goals and objectives. This includes areas of fundamental financial planning, retirement planning, investments, insurance and employee benefits and estate planning.

Personal
Adam and his wife Andrea are both from Lincoln, NE. They are currently involved in many organizations in the Lincoln community. Adam is on the Board of Directors and Finance Committee for the Lincoln Arts Council and is a member of the Lincoln Chamber of Commerce, Lincoln Young Professionals Group, Lincoln Youth Sports Association, Ducks Unlimited, Pheasants Forever and the Financial Planning Association. Andrea is on the Board of Directors for the Boys and Girls Club of Lincoln and on the Friends Board for the Lincoln Children's Museum. In their spare time they enjoy traveling, golf, Husker athletic events, reading, hunting and spending time with friends, family and their yellow lab Luca!

Mary Spencer

Investment Associate

(402) 465-3827

mary.spencer@rbc.com

Qualifications
In 1986, Mary began working at RBC Wealth Management as a client associate. In the early 90's, she earned her series 7 license and became more involved with the investment and financial aspects of the business. For ten years Mary has worked with Mike Letheby as his Investment Associate. Before joining RBC Wealth Management, Mary worked at the University of Nebraska-Lincoln Law School, the Nebraska State Supreme Court and for several law firms as a paralegal. Mary has an Associate Degree in Accounting and experience as a bookkeeper for 15 years.

Specialization
Mary specializes in operations management, administrative functions and investment management for The Letheby Group. Mary works closely with clients and families to ensure that their needs are met and any questions are answered. She ensures that the business is operating smoothly and efficiently.

Personal
Mary was born and raised in Lincoln, Nebraska and is married to Lorre Spencer, a retired NBC Bank employee. Mary has two daughters, Jill and Lindsey. Jill and her husband, Dan, live in Lincoln and are both architects and have a son, Harrison. Lindsey earned her Ph.D in microbiology at Iowa State and is currently working in Los Alamos, NM National Laboratory. Lindsey's husband, David, served two tours of duty in Iraq and has a master's in agronomy. Dave and Lindsey also have a son named Spencer. Mary serves on the Wyuka Historical Foundation Board as Treasurer and her hobbies include sewing, scrap booking and decorating.