Broker Check
Steven  Loveless

Steven Loveless

Chief Investment Officer CPA, CFA

Growing up in a small factory town in northern Indiana, I learned the importance of hard work from my parents who worked multiple jobs to provide for our family. My passion for athletics led me to receive a full basketball scholarship, but an injury forced me to shift my focus towards academics.

In my free time, I am always reading about investing and analyzing economic data. I am constantly striving to learn more about the industry and improve my skills as a CIO. However, I still manage to keep my athletic side alive and well, as I enjoy exercising and following professional football.

One of my biggest desires is to make a difference in supporting the STEM discipline. It runs in my family - my grandfather was an engineer for GM, my mother is a math teacher, and my sister is currently working towards her PhD in Nuclear Physics. I see the immense value in promoting STEM in public education and I am committed to doing my part to support it.

Overall, I am dedicated to helping our clients achieve their financial goals and providing them with sound  investment advice. It is my pleasure to serve as the CIO at Vertical Investments Wealth Planning and I look forward to continuing to make a positive impact in the financial industry.