rebecca lovan
Rebecca Lovan, MBA, CPFA® Financial Advisor

Rebecca Lovan’s confidence, warmth and bright smile cloak her clients with the comfort of knowing they are in good hands. She is a Louisville native who obtained a marketing degree from Spalding University and her MBA from Webster University. She joined the wealth management business in 1999, a natural fit for her passions in helping people and in doing what is right, enabling her to thrive in the field.

She has a long-held belief that those who establish goals and plans have an infinitely better chance of achieving success than those who “wing” it. Not surprisingly, her practice is rooted in assisting clients in developing a financial plan which includes investments that are appropriate for their objectives and in tune with their personal feelings about money and financial security. Rebecca is sensitive to the fact that what “looks best on paper” isn’t always the same as what helps one have financial confidence.

She has also developed knowledge and expertise in the 401(k) and retirement plan market. She has assisted business owners and trustees of such plans to structure their employee benefit plans in the most beneficial manner.

As she notes, peoples’ circumstances and attitudes change over time, and so should their personalized investment strategies. Therefore, Rebecca sees that it is imperative to stay in touch with clients and fine-tune their investments to accompany changes in their own lives as well as changes in market conditions.

Rebecca is a founding member of RiverWealth Management Group and believes the synergies and collective intellect brought by their team enables each client to enjoy their planning experience.

She and her husband, Kyle, have two children who keep them busy with their extra-curricular activities. On weekends when they are free from basketball games and cross-country meets, Rebecca enjoys boating and visiting their getaway place with family and friends.