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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Today’s teens and young adults face tough financial challenges. That’s why RBC Wealth Management has partnered with EVERFI®️ and is offering FREE educational workshops tailored for students. Reach out to me for more financial education resources for your children and grandchildren.

The process of navigating Medicare can be complicated and confusing. To ease your burden, RBC Wealth Management can connect you to an independent Medicare resource that will help you find a plan that’s right for you at no cost. Reach out if you'd like more information.

Nurturing Social-Emotional Development: Strategies For Thriving In High School And Beyond

Success in school isn’t just about memorizing the materials. See what FLEX College Prep has to say about social development tips to support the teens in your life. https://flexcollegeprep.com/nurturing-social-emotional-development-strategies-for-thriving-in-high-school-and-beyond/

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Your Team

Kevin Clouse

Kevin Clouse, CFP®

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

Aimee C. Kelly

Investment Associate

Bulletin Board

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. 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