Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Sean Loveday

ChFC®, CLU®

Private Wealth Advisor

Co-Founder of Loveday Caruso Wealth Management Group
Learn more about Sean Loveday Visit Sean Loveday's website

Sarah Caruso

Financial Advisor

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


Our 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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