Executives

Richard Lovett, Jr., LUTCF, LTCP

President / CEO

Screen shot 2014-05-09 at 2.16.15 PMRich entered the life brokerage business in 1989. As an active member of the National Association of Independent Life Brokerage Agency’s (NAILBA) along with other associations, R. Lovett Brokerage was founded in 1991. In January 2003, R. Lovett Brokerage merged with Ash Brokerage where he was the Sr. Brokerage Director for eight years. After leaving Ash he decided to reopen his firm as Lovett Financial, Inc. recognizing the importance of life brokerage.

 

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Richard J. Lovett, Sr., CLU (retired)

Senior Consultant

richardlovettRichard has conducted many seminars over the years to help people plan for their financial future. Some of the topics he has covered are such things as “how to reduce or minimize taxes on social security income”, “trusts”, “how to protect assets from creditors”, “establish goals of both long term and short term savings and investments”, “how to avoid probate”, “proper ownership of assets”, etc. He has also conducted a number of seminars for CPAs. His goal is help people reduce their income tax, increase their income and live a long and happy life.

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Bob Wheeler

COO/Partner

BOBBob began his career in the insurance industry at Lincoln National Life’s home office in 2000. He began with an entry level position and was quickly promoted to the Choice Plus variable annuity call center where he obtained his FINRA series 6. He then joined Ash Brokerage and was an integral part of building their fixed and indexed annuity and disability department. He helped take their fixed annuity department from 50MM to 300MM during his 6 years there. During his time at Ash he developed many key relationships.

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