About Us
Treating clients with respect and care for the past two decades.
Steven Lovell
President
With over two decades of experience in the Senior Market, I have learned the industry inside and out. I primarily work in retirement planning and insurance where I collaborate with individual retirees and employees of major companies who will soon retire to begin the planning process for them. My belief has always been to treat clients like family which is why I keep your goals and needs at the forefront when we plan your retirement. I pride myself on being a strong community and social services professional who is deeply committed to ensuring your financial security and peace of mind throughout your retirement journey.
In addition to my years of experience, I also hold hundreds of hours of classroom training and certifications. You can rest assured that your financial journey is in good hands. With this combination of expertise, dedication, and personalized care, I am here to guide you every step of the way toward a fulfilling and worry-free retirement.
Taylor Lovell
Financial Advisor
Taylor Lovell is dedicated to helping individuals and families achieve a confident and successful retirement. After joining her father, Steven Lovell, in the family business, she has focused on guiding clients through important financial decisions with clarity and care.
Working alongside her father and brother, Ethan Lovell, Taylor is part of a family-driven team committed to continuing a legacy of trusted financial guidance. Inspired by her father’s example, she is passionate about building lasting relationships and helping clients feel supported at every stage of their financial journey.
Known for bringing bright, innovative ideas to the table, Taylor combines a fresh perspective with proven expertise to help clients turn their financial goals into reality. Her passion lies in creating personalized strategies that empower people to pursue their financial dreams with confidence and peace of mind.
Ethan Lovell
Junior Advisor
Ethan Lovell is an Augusta native and a graduate of Augusta University, where he earned his BBA in Financial Economics. In 2024, he married his wife, Emery, and is proud to call Augusta home as he builds both his family life and professional career.
Inspired by his father, Steven Lovell, Ethan developed a passion for helping others plan for a secure and fulfilling future. Today, he works alongside his father, continuing that legacy by guiding clients through the retirement planning process with care and integrity. Together, they are dedicated to helping individuals and families retire with confidence and clarity.
Our Partner: Fran Tarkenton & Tarkenton Financial
Steven Lovell is proud to be affiliated with Tarkenton Financial, LLC, a national network of independent financial services professionals. Tarkenton Financial was founded by NFL Hall of Famer Fran Tarkenton. Fran led the Minnesota Vikings to three Super Bowl appearances over his 18-year career and held nearly every NFL passing record at the time of his retirement. Over the past 40 years, Fran has built more than 20 successful companies, the largest reaching revenues of $142 million. After discovering firsthand the value of insurance-based retirement income strategies, Fran launched Tarkenton Financial in 2003 to help people create secure retirement income, protect assets from market volatility and feel more confident about their financial future. He partners with dedicated independent professionals who share his values of providing great service and education to clients. As an experienced independent financial professional, Steven shares Fran's mission of helping clients create a more secure retirement. By teaming up with Fran and the Tarkenton Financial network, Steven has partnered not only with one of the world's most esteemed athletes but one of the world's most trusted business leaders.