Clayton Quamme, Cfp® Email and Phone Number
Clayton Quamme, Cfp® work email
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Clayton Quamme, Cfp® personal email
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Clayton joined AP Wealth Management as a fee-only financial planner in 2019 bringing with him over a decade of experience working as a financial planner and investment advisor. Clayton is passionate about the commission-free business model that allows him to sit on the same side of the table as the client, serving as a fiduciary for them.Clayton also currently serves in the Georgia National Guard US Army as an Intelligence Officer. He has served our country in both active duty and in the reserves. This experience influenced his passion for a disciplined approach when it comes to setting life goals, financial planning, and investment decisions.“I help clients simplify their financial lives. Personal finances are complicated to start with, so I work hard at simplifying the entire process by focusing and prioritizing the things they can do to improve their financial situation. We want to optimize, not complicate the financial situation.” - Clayton Quamme, CFP®Clayton views wealth as more than just the tangible asset or number seen 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,” Clayton adds.When he’s not in the office, Clayton enjoys working out and staying active as much as possible. This includes making memories with his wife and two kids by traveling, playing board games, camping, and spending time on Clarks Hill Lake. He also enjoys playing golf and racquetball, fishing, hunting, and reading. He starts his day with an F3 workout (along with fellow AP Wealth Advisor, Pat Fair) -- something he says always makes the week better!Clayton’s personal motto for life is “Press On!” which leads to one of the most unusual things on his bucket list – to hike the full Appalachian Trail, all 2000+ miles of it – which usually takes 5-7 months to complete.
Ap Wealth Management
View- Website:
- apwealth.com
- Employees:
- 9
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Partner, Financial PlannerAp Wealth Management Apr 2019 - PresentAugusta, Georgia AreaI 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 Intelligence Ga Guard & Reserve OfficerUs Army Mar 2012 - Present -
Us Army Intelligence Active Duty OfficerUs Army Dec 2007 - Feb 2012Served 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. -
Financial PlannerCalvary Wealth, Llc 2013 - 2019Developing long-term relationships with clients through comprehensive financial planning under the fee-only business model.
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Financial AdvisorValic 2012 - 2013Provided financial planning solutions to clients in Augusta, GA with a focus on retirement planning. -
InternDunlap Wealth Strategies May 2005 - Jun 2005Performed 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.
Clayton Quamme, Cfp® Skills
Clayton Quamme, Cfp® Education Details
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Economics, Financial Planning, Military Science -
Mcintosh High School
Frequently Asked Questions about Clayton Quamme, Cfp®
What company does Clayton Quamme, Cfp® work for?
Clayton Quamme, Cfp® works for Ap Wealth Management
What is Clayton Quamme, Cfp®'s role at the current company?
Clayton Quamme, Cfp®'s current role is Partner, Financial Planner at AP Wealth Management.
What is Clayton Quamme, Cfp®'s email address?
Clayton Quamme, Cfp®'s email address is cl****@****ail.com
What schools did Clayton Quamme, Cfp® attend?
Clayton Quamme, Cfp® attended Appalachian State University, Mcintosh High School.
What skills is Clayton Quamme, Cfp® known for?
Clayton Quamme, Cfp® has skills like Investment Management, Strategic Financial Planning, Retirement Planning, Military, Army, Operational Planning, National Security, Military Operations, Insurance, Investments, Estate Planning, Dod.
Who are Clayton Quamme, Cfp®'s colleagues?
Clayton Quamme, Cfp®'s colleagues are Pat Fair, Cfp®, Millie Robinson, Sharon Head, Cpa.
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