Investment Center Advisor Group proudly serves Loveland with financial planning services to help clients plan for the future. It is our goal to get to know each of our clients, assisting them with their unique and personal goals for retirement planning, investing, and wealth management.
We will update this page with the latest news from our team to keep our clients in the loop on what we are up to!
As many of you know, every year the ladies of our office and a handful of our clients attend a Women Build event. Women Build is a Habitat for Humanity event where women come together to help build houses for people in need in our community.
We are so honored to have been gifted this beautiful Lovealand HeART by Andy and Natalie Shamley, which we think matches our building just perfectly.
Hayden is the newest advisor in our office. Learn more about Hayden in this interview in our series introducing our staff. Welcome, Hayden!
If you've ever worked with us, you've probably worked with Jacklyn. Jacklyn has worked with our office for 7 years and she handles a lot of the paperwork that comes through our office and jumps through a lot of hurdles for us to make sure that everything moves smoothly for you.
If you've ever called or stopped by our office, you've probably met Shelley Bowen. She's our front desk assistant and she's been with us for 8 years. Kevin interviewed Shelley as a part of a series we'll be doing introducing our staff, so check this one out if you've ever wanted to know a little bit more about who you're talking to when you call our office and speak with Shelley.
If you've ever done work with our office, you've probably spoken with Loni Mann. She's an LPL Registered Administrative Associate. Did you already know that she just celebrated her 16th anniversary working with our office? Kevin interviewed Loni as a part of a series we'll be doing introducing our staff, so check this one out if you've ever wanted to know a little bit more about who you're talking to when you call our office and speak with Loni.
Interested to learn more? Reach out to set up an appointment with a financial planner in Loveland to start discussing your goals.