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.

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"For Love & Money" answers your relationship and money questions. This week, a reader struggles with her husband's stress about saving for retirement.

My husband's stress around saving for retirement is exhausting. I know we'll be fine — how do I get through to him?

Even with a financial windfall, retirement anxiety can overshadow excitement. As this story shows, unexpected wealth brings unique emotional challenges. As a financial advisor, I can help turn stress into confidence by creating a clear plan tailored to your goals and fears. Don't let uncertainty hold you back, getting expert guidance makes all the difference.

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While high inflation may be painful for American shoppers and households, it also means higher contribution thresholds....

New IRS Rules for 2026 Will Allow You to Contribute More to Your 401(k) and IRA

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s crucial to know these figures. Let’s discuss how to maximize your contributions and help secure the financial future you desire.

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The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

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.

Clouse


Your Team

Kevin Clouse bio photo

Kevin Clouse, CFP®

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

Aimee Kelly

Senior Investment Associate

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Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in 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

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