As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support my office so we can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I have two graduate degrees, the first in engineering and the second in corporate finance. I was the senior financial analyst for ARCO Alaska for eight years. I also owned a diversified print shop in the state of Alaska with about 20 employees for eight years. After acquiring the business, I worked for MDU Resources, a Fortune 400 company, while managing my own company on the side. I ran several construction companies for them as well as the acquisition group where I valued and purchased several companies valued between $100-150 million, which are all very successful today.
Give our office a call; we are glad to help.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Mountain Biking
Phone NumberSteve Lovs at (360) 896-2205
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