Loveday Caruso Wealth Management Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Loveday Caruso Wealth Management Group
Team photo for Loveday Caruso Wealth Management Group

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Advisors

Advisor photo for Sean Loveday

Sean Loveday

ChFC®, CLU®

Private Wealth Advisor

Co-Founder of Loveday Caruso Wealth Management Group
Visit Sean Loveday's website
Advisor photo for Sarah Caruso

Sarah Caruso

Financial Advisor

Co-Founder of Loveday Caruso Wealth Management Group
Visit Sarah Caruso's website


Team

Lori O'Halloran

Lori O'Halloran

Administrative Assistant

Personal Intro

I am married and blessed with two wonderful adult children, along with two affectionate pug dogs who keep life lively. I love participating in dance fitness classes and creating lasting memories through travel with my family and friends.

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