ROE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Branch Service Manager / Registered Client Assoc
Kathy joined RBC Wealth Management in May 2020 after a 30-year career in the municipal finance department of RBC Capital Markets, where she served in various administrative and professional support positions. Her tenure with the RBC family gives her a wealth of institutional and industry knowledge; her experience and core values provide her with a desire to serve others with excellence. Kathy is a firm believer in putting the client first.
Kathy graduated from the University of Phoenix in 1990 with a Bachelor of Science degree in business administration. She lives in Peoria with her two children, Isabel and Michael, and their three small dogs, Champ, Baby and Koko. Kathy is an active member of her church, Pure Heart Peoria, and she enjoys spending time with family and friends during her free time.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Consulting Group
After graduating from St. Olaf College in Northfield, Minnesota with a degree in economics, Peter started in the financial services industry in 1983 with E.F. Hutton in Mesa, Arizona. Peter spent seven years with Prudential Securities before he joined RBC Wealth Management in the Scottsdale, Arizona office. In addition to helping clients with their investment needs, Peter spent a total of 11 years in the role of branch director for both the Scottsdale and Sun City offices.
He earned the firm's internal professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, Peter demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies and estate planning strategies.
Peter was born and raised in Wisconsin, where his father was a Lutheran pastor and his mother a teacher. He and his wife, Christie, met at St. Olaf College and were married in 1983. They live in Scottsdale, where Christie teaches eighth-grade English/literature at Christ Lutheran School, and they have three sons, Matthew, Spencer and Tanner; and five grandchildren. Spencer joined RBC Wealth Management in 2016. Peter's hobbies include singing in the Phoenix Symphony Chorus and staying active in his church.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Consulting Group
Spencer works to serve his clients and help them realize their financial goals. After graduating from George Mason University in Fairfax, Virginia, with a degree in government and international politics, he returned home to Arizona to begin his career in the financial industry. In 2016, Spencer joined RBC Wealth Management and began working with his father, Peter Roe, as a member of the Roe Wealth Management Team; a third-generation advisor with RBC Wealth Management. His primary role on the team is centered on the creation, implementation and review of the personalized WealthPlans that are instrumental in all of the team's client relationships.
Spencer and his wife, Kimberly, have three young children and a dog. Outside of the office, he is an active member of Christ Church Lutheran, an avid swimmer, and water polo player.
Terry joined RBC Wealth Management as a client associate in April 2014. She began her career in the financial services industry in 1985 with Shearson American Express in Phoenix, Arizona. For the next 18 years, Terry provided administrative support to the financial advisors she worked with and their clients. In April 2003, Terry left the workforce to be a full-time mom. Prior to returning to the financial services industry in 2013, she worked for 3 years as an administrative assistant and bookkeeper at a non-profit organization in Mesa, Arizona.
In 2022, Terry was promoted to investment associate. With 30 years of industry knowledge and experience along with her priority of developing a strong rapport with clients, Terry strives to deliver personalized client service with excellence.
Terry and her husband, Joe, have been married 24 years and live in Mesa, Arizona. They have three adult daughters and a son who is currently attending Grand Canyon University. Outside of the office, Terry enjoys traveling, scrapbooking and time with her friends and family.