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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Mental Health America: Giving a Voice to an Often-Unspoken Crisis | NPTrust

“What I really appreciate about DAF donors is their intention to make investments in the world. There’s clearly a change they want to see or a narrative they want to be a part of.” How can donor-advised funds help you create a meaningful impact? Read more: https://www.nptrust.org/philanthropic-resources/philanthropist/mental-health-america-giving-a-voice-to-an-often-unspoken-crisis/

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Explore the best retirement savings strategy for you—Roth or Traditional? Reach out to your financial advisor today and kickstart a personalized plan to enhance your retirement savings journey. https://docs.rbcwealthmanagement.com/us/2128-traditional-and-roth-401k-deferrals.pdf

Wondering when is the best time to start collecting Social Security based on your personal situation? Contact me to schedule your annual retirement paycheck strategy review.

Your Team

Kevin Clouse

Kevin Clouse, CFP®

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

Aimee C. Kelly

Investment Associate

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Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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