Integrity, Accountability, Honesty

For over two decades, successful entrepreneurs, executives, and retirees have sought my assistance to evaluate complex financial issues and provide innovative solutions integrating business, family and personal wealth planning strategies.

As a CERTIFIED FINANCIAL PLANNERTM my professional priorities are to:

  • Know my clients’ story – where they have been, where they are and where they are going.
  • Understand my clients’ perspectives on important money issues.
  • Assist (and sometimes challenge) my clients in making wise financial choices.
  • Set realistic financial goals for my clients that best suit their situation.

Through this process of asking questions, defining priorities, and clarifying goals and values, I help my clients achieve, and maintain, their vision of success.


It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and experience.  If you are not currently a client feel free to contact me and set up a meeting.

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Navigating the Paradox of Retirement

For many retirees, an abundance of free time and a shortage of structure could be a recipe for disappointment. Changing that narrative to living life in retirement with a balance is key.

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Did you know, more Americans than ever owe income taxes instead of getting a refund on April 15. Planning ahead is key. Call me today to help.

New Rules for Inherited IRAs: What You Need to Know

Learn more about the changes to the SECURE Act, and some of the rules related to inherited IRAs.

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Your Team

Kevin Clouse

Kevin Clouse, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Aimee C. Kelly

Investment Associate

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Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide