Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Jake Lovelace

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jake Lovelace's website


Team

Kelli Lovelace

Kelli Lovelace

Client Service Coordinator

Leeann Destefano

Leeann Destefano

Client Service Coordinator