Kevin M. Clouse, CFP®

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

425-739-1104 | Email | |

Kevin has been in the wealth planning industry for his entire 18+ year career. He joined RBC Wealth Management in January 2017. Prior to RBC Wealth Management he worked for another wealth management firm in the Seattle area.

With a long lineage of Accountants in his family the passion for working within the financial arena came early and was reinforced when he was introduced to the possibilities of a wealth management career in his high school economics class. Upon entering college at the University of Idaho Kevin focused his studies on obtaining a Bachelor’s of Science in Business with a Finance focus which he did in December 1998. Kevin believes that continuing education is paramount to a successful financial advisory relationship and thus earned his CFP® certification in 2010.

As a resident of Kirkland, Washington Kevin and his wife, Kristin, are enjoying raising their two daughters, Audrey and Lillian, in this dynamic and vibrant community. When the sun is shining you will likely find them out on the shores of Lake Washington, or on the Cross Kirkland Corridor. While a majority of his time is spent between family and work, Kevin also enjoys getting outside of the city for fly fishing and skiing in the Northwest’s great outdoors.

 

Aimee C. Kelly

Senior Registered Client Associate

425-739-1114 | Email
425-889-0151

Aimee Kelly is a Registered Client Associate. She has been working in the investment industry since 2007. Her career began when she was part of the operations team for 2 ½ years before becoming a Client Associate. Aimee currently holds her Series 7 and Series 66 licenses. She is responsible for administrative and client service functions. She also assists with monthly marketing campaigns to help connect with clients to  provide additional financial education.

Aimee attended Washington State University and received a Bachelor of Science degree in Kinesiology with a minor in Strength & Conditioning. She furthered her education at Ball State University where she obtained a Master of Science degree in Exercise Science. When not working, Aimee can be found at the local play fields with her son who participates in a variety of sports. She has also become a dedicated runner and enjoys participating in local races, having completed multiple half-marathons. Aimee is a native to the local area where she resides with her son.