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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Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

Tricia Heuring, RBC Wealth Management's in-house curator, is redefining how art comes to life in commercial spaces. From custom textiles to site-specific commissions, she brings curatorial expertise to every project. #ArtAndDesign

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Your IRA works best when contributions and investing go hand in hand. Let’s review your plan to evaluate if your money is positioned to grow over time. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

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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