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.

Social Media

View my social profiles on

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

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Wealth Insights: Money matters for young professionals

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