Steven Loveless works to ensure that clients receive effective advice related to investment due diligence and research. In addition to counseling clients, he actively manages portfolios for the team. Steven’s goal is to help clients pursue their financial objectives while providing thoughtful, well-researched investment guidance.

Raised in a small factory town in northern Indiana, Steven learned the importance of hard work from parents who juggled multiple jobs to support their family.

Steven is especially passionate about supporting the advancement of STEM disciplines. This commitment is deeply rooted in his family. His grandfather was an engineer for GM, his mother is a math teacher, and his sister is pursuing a PhD in nuclear physics. Recognizing the importance of promoting STEM in public education, Steven is dedicated to supporting this cause.

During his leisure time, Steven enjoys reading about investing and analyzing economic data. He consistently strives to deepen his knowledge of the industry and refine his skills as our in-house Portfolio Manager. Despite his dedication to professional growth, he maintains an active lifestyle, enjoying exercise and closely following professional football.