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Loveland Financial Planning - Discover the Latest for ICA Group

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!

Jacklyn thinks 7 years feels like a lifetime!

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.



Introducing: Shelley Bowen

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.



Wow! Can you believe it? Loni has been with our office for 16 years!

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.



Happy Father's Day!

Kevin's kids hijacked our social media and e-mail for Father's Day. See what they had to say.



Where Life Meets Heart

Kevin was featured in an article by Loveland & South Lifestyle Magazine.



2020 Annual Valentine's Day British High Tea Party

We celebrated Valentine's Day with some of our friends by having a traditional British High Tea Party.



2019 Annual Holiday Food Drive

Together with our amazing community we were able to collect over $9000 to help needy families over the winter Holidays.



Investment Center Advisor Group Open House

In 2019, we moved into our new building at 290 E 25th Street in Loveland.



Loveland Financial Planner - Meet with us to Start Your Financial Journey

Interested to learn more? Reach out to set up an appointment with a financial planner in Loveland to start discussing your goals.