Clayton Quamme, CFP®

Partner, Financial Planner at AP Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Evans, Georgia, United States, GE
Skills

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Bio

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Credentials

  • Certified Financial Planner™ (CFP®)
    CFP Board

Experience

  • AP Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner, Financial Planner
      • Apr 2019 - Present

      I provide personalized financial planning and investment management solutions that empower my clients to attain their financial objectives, build their wealth, and protect their legacy, while embracing the highest standard of excellence. I provide personalized financial planning and investment management solutions that empower my clients to attain their financial objectives, build their wealth, and protect their legacy, while embracing the highest standard of excellence.

  • US Army
    • United States
    • Law Enforcement
    • 1 - 100 Employee
    • US Army Intelligence Reserve Officer
      • Mar 2012 - Present

    • US Army Intelligence Active Duty Officer
      • Dec 2007 - Feb 2012

      Served as an Intelligence Officer and held multiple leadership positions. I had 18 direct reports as an Executive Officer. The leadership skill development was outstanding as the military continued to place me in roles of increased responsibility.

  • Calvary Wealth, LLC
    • Financial Planner
      • 2013 - 2019

      Developing long-term relationships with clients through comprehensive financial planning under the fee-only business model. Developing long-term relationships with clients through comprehensive financial planning under the fee-only business model.

  • VALIC
    • Financial Services
    • 500 - 600 Employee
    • Financial Advisor
      • 2012 - 2013

      Provided financial planning solutions to clients in Augusta, GA with a focus on retirement planning. Provided financial planning solutions to clients in Augusta, GA with a focus on retirement planning.

  • Dunlap Wealth Strategies
    • United States
    • Financial Services
    • Intern
      • May 2005 - Jun 2005

      Performed various tasks to support the financial planning process. Planned two seminars on IRA's and 529 plans. Completed multiple portfolio analysis projects to ensure clients goals were being met with proper risk tolerance levels through diversification. Completed a two week final project researching multiple products and the value they provided customers. Performed various tasks to support the financial planning process. Planned two seminars on IRA's and 529 plans. Completed multiple portfolio analysis projects to ensure clients goals were being met with proper risk tolerance levels through diversification. Completed a two week final project researching multiple products and the value they provided customers.

Education

  • Appalachian State University
    BSBA, Economics, Financial Planning, Military Science
    2003 - 2007
  • McIntosh High School
    1999 - 2003

Community

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