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.

U.S. government and federal agency securities

 May 27, 2022 - RBC Wealth Management

U.S. government and federal agency securities

U.S. government and federal agency securities

Trusts: A wealth transfer strategy

 May 27, 2022 - RBC Wealth Management

Trusts: A wealth transfer strategy

Trusts: A wealth transfer strategy

Trust-owned life insurance and the Uniform Prudent Investor Act

 May 27, 2022 - RBC Wealth Management

Trust-owned life insurance and the Uniform Prudent Investor Act

Trust-owned life insurance and the Uniform Prudent Investor Act

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.

Social Media

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Life’s curveballs are a surprise—sometimes positive but not always. Help protect your finances with an emergency fund of at least six months of expenses.

Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.

House passes ‘Secure Act 2.0.' Here’s what that means for retirement savings

With it passing the House, here's how the latest Secure Act will impact you if it becomes law.

Read More

My Team

Kevin M. Clouse, CFP®

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

Aimee C. Kelly

Investment Associate

Bulletin Board

A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.