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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Global Finance Magazine - World's Safest Banks 2022

In a list of the safest banks, RBC has topped the North American list.

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Saving for Retirement Isn’t Enough: You Need a Wealth Plan

To ensure you have a wealth plan in place that will work for you, five key steps can help get you safely to your retirement destination and beyond.

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Did you know this about money management? Springtime often rings in the wedding season. Have you and your loved ones planned for this major expense? Contact me today to discuss saving strategies for life events like this.

Your Team

Kevin M. Clouse, CFP®

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

Aimee C. Kelly

Investment Associate

Bulletin Board

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight Monthly »

Wealth Insights: Money matters for young professionals

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