About Us

Treating clients with respect and care for the past two decades.

steven lovell headshot

Steven Lovell

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.

Steven Lovell w Fran

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.