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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Help a loved one living with a disability establish long-term financial security by following five planning steps in our new guide. Message me for support in developing a personalized plan to help them live their best life. https://docs.rbcwealthmanagement.com/us/68770-special-needs-planning.pdf

Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

Plan ahead for your required minimum distributions (RMDs) as they impact your gifting and estate plans. Let’s discuss. Call me to schedule your annual wealth planning checkup.

Your Team

Kevin M. Clouse

Kevin Clouse, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Aimee Kelly bio photo

Aimee Kelly

Senior Investment Associate

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Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide