John Loveday, CPA, CFP®

Operations Manager

EMAIL: j.loveday@asendowealth.com

John helps keep the firm running efficiently and helps our team deliver an exceptional client experience by overseeing operational processes, technology and client account administration, while providing behind-the-scenes support to advisers.

EDUCATION AND QUALIFICATIONS

• Bachelor’s degree, accounting and finance, with a minor in financial planning and a concentration in certified public accounting, Mount Vernon Nazarene University

• Certified Public Accountant (CPA)

• CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)

COMMUNITY PARTICIPATION

• I volunteer with a non-profit organization called Family Legacy, through which I help support children in Lusaka, Zambia, traveling there on mission trips to serve in summer camps for local children.

• I serve as assistant treasurer and member of the Worship Team at Shiloh Mennonite Church

Q&A

What inspired you to pursue this profession?

I have always enjoyed math, money and solving puzzles. Financial planning seemed to be the profession that allowed me to do all three.

What part of your work gives you the most satisfaction?

I enjoy helping our team as they help our clients. I love working on the behind-the-scenes details, to ensure our team and clients have the best experience. 

What is a skill or hobby you've developed outside of work?

Outside of work, I enjoy baking. Something that others request for me to make most often are macarons.

What do you enjoy doing outside of work?

I enjoy spending time with my wife and kids. My wife and I love to play board games together.

What was your first job?

My first job was working at Chick-fil-A. Even though that was back in 2013, I still find myself saying “my pleasure.”

If you weren't in your current profession, what would you be doing?

If I wasn’t in my current profession, I would most likely be trying to open a bakery.