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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If you have a small- to mid-sized business and are looking to start or enhance a retirement plan, connect with me today. We offer a range of solutions that help provide essential benefits to employees while reducing administrative burdens and mitigating risk.

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Your Team

Kevin M. Clouse, CFP®

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

Aimee C. Kelly

Investment Associate

Bulletin Board

Global Insights 2023 Outlook Cover December 2022Slow growth stasis?

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing. Read the full economic outlook in the latest edition of Global Insight Monthly

Wealth Insights: Money matters for young professionals

Wealth Insights: Money matters for young professionals
Wealth Insights: Money matters for young professionals