Clayton Quamme (CFP®)
Clayton Quamme focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
FINANCIAL PLANNING
Using the The Lifetime Financial Solution™, Clayton provides simplicity and clarity. Using this program, clients are able to view all their information in one place. This comprehensive system is designed to help high income, high net-worth clients with a total financial plan. We provide customized solutions built on our clients’ personal and financial goals. We also provide cash flow projections to answer important questions and guide our clients to achieve what they want in life.
INVESTMENT MANAGEMENT
We create customized investment strategies based on our client’s entire financial picture including lifestyle, risk tolerance, and age. Our solutions are crafted to be long-term and withstand the test of time. .
TAX & ESTATE PLANNING
We collaborate with our client’s accountant, attorney, and other financial advisors to provide a clear and comprehensive financial picture. We use The Lifetime Financial Solution™ as a tool for tax & estate planning.
Additional Information
Clayton Quamme, CFP® has over a decade of experience working as a financial planner, investment advisor, and operations manager. He has focused on working with fee-only firms that allow him to sit “on the same side of the table” as his clients, serving as a fiduciary for his clients. Clayton has also served with the US Army as an Intelligence Officer, both as an active duty and reserve officer. This experience influenced his passion for a disciplined approach when it comes to life goals, financial planning, and investment decisions. Clayton holds the view that wealth is more than just the tangible asset or number we see on a net worth statement. He believes it’s deeper than that. Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations.
EDUCATION
Appalachian State University (2007)
B.S./B.A in Economics, Magna Cum Laude
EXPERIENCE
Calvary Wealth, LLC (2013 – 2019)
Financial Planner
US Army Reserve (2012 – Present)
Intelligence Reserve Officer
US Army Active (2007 – 2012)
Intelligence Active Duty Officer
VALIC (2012)
Financial Advisor
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™(CFP®) (2015 – Present)
COMMUNITY INVOLVEMENT
Estate Planning Council (Member 2013 – Present / Board Member 2018 – Present)
Martha Guy Advisory Board (2015 – Present)
F3 – Fitness, Fellowship and Faith Community Leadership Group (2017 – Present)
NAPFA Start Date
July 01, 2020
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