John Loveday

John Loveday, CFP®

Operations Manager

I work with the operations team to ensure our clients have the best experience possible. I prepare our firm’s policies and procedures, ensure our technology is operating smoothly, and assist in form preparation and processing.

I also enjoy assisting our advisers prepare financial plans for their clients, and help to prepare tax returns each tax season.

EDUCATION AND QUALIFICATIONS

BS, Accounting and Finance with a minor in Financial Planning and a concentration in Certified Public Accounting, Mount Vernon Nazarene University
CERTIFIED FINANCIAL PLANNER™ Professional

PERSONAL INTERESTS

Spending time at home with my wife, Michaela
Baking, Cooking, and Crocheting
Caring for the fruit trees (Apple, Black Cherry, and Pear) on our property

COMMUNITY PARTICIPATION

Volunteer, Family Legacy – Support children in Lusaka, Zambia, and travel there on mission trips to serve in their summer camps for the children

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