At Lovett & Associates, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Our strategies utilize a holistic approach; retirement planning (big picture), building your retirement income, life insurance options and more.
At Lovett & Associates, you are not just another number, you are part of our family. Join us and experience the Lovett difference.
There are many reasons why Lovett & Associates should be your choice for financial planning. The first of which is Lovett & Associates is a Fiduciary entity. What does this mean for you?
A fiduciary is a person or entity who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Our duty is the highest standard of care in equity or law.
Our job is to ensure that we manage your money according to your interests, rather than serving our own interests.
And we would have it no other way. At Lovett & Associates you are joining our family and families look out for one another. That is exactly what we will do for you. We are successful when you are successful!
Kristina Cooper
President / Sales Assistant
254-751-1256
kristina@lovettfinancial.com
As President of Lovett & Associates, Kristina continues the legacy of excellence
and client focus ensuring each client's needs and plans are continuously met.
Eric Lovett
Financial Advisor
254-751-1256
eric@lovettfinancial.com
Eric Lovett is a Financial Advisor with Lovett & Associates. With over 17 years of experience in the financial services industry, Eric is passionate about working with individuals, families and retirees to help preserve principal and build meaningful wealth.
Kendall Lovett
Founder/Investment Advisor Representative
254-751-1256
kendall@lovettfinancial.com
Kendall Lovett is the owner and CEO of Lovett & Associates. Kendall has long understood the need for helping clients navigate their retirement to live well.
Vickie Lovett
Registered Assistant
254-751-1256
vickie@lovettfinancial.com
Vickie Lovett has long poured her heart and soul into making sure all clients have an exceptional experience at Lovett & Associates. She works in tandem with the rest of the Lovett team to place clients needs first and to treat clients like family.
Hollie Warschak
Client Relationship Specialist
254-751-1256
hollie@lovettfinancial.com
Hollie is dedicated to building and maintaining strong connections with all of our clients. With over twenty years in customer service and a passion for helping others, Hollie excels at relationships that drive success for both our clients and our firm.
Crystal Thomas
Vice President of Strategy
254-751-1256
crystal@lovettfinancial.com
As the Vice President of Strategy, Crystal brings a wealth of experience in strategic development to drive the firm’s vision forward. Crystal is instrumental in shaping and executing innovative strategies that enhance client outcomes and business growth.
Paul kemp
Director of Marketing
254-751-1256
paul@lovettfinancial.com
As the Director of Marketing, Paul brings key experience in marketing strategies that drive the firm’s awareness to the public and how Lovett & Associates can impact and partner with you on your retirement journey.
Lovett and Associates takes a holistic approach to your retirement. Not only do we provide the financial advisement you need, we also partner with local experts to provide other services that are crucial to your future and living well:
Come join the Lovett Family and set up your complimentary 15 minute “Let’s Chat” phone call
