Advantage Trust Company Celebrates CFP® Certification

Advantage Trust Company is proud to congratulate Jamie Lovin who recently earned her certification as a Certified Financial Planner™. A CFP® is a type of financial advisor who has completed educational course work, passed the CFP® exam, met strict ethical requirements, and has 6,000+ hours of financial planning experience.

Passionate about self-development, Lovin passed the educational component of CFP®certification through Northwestern University. Her studies gave her a firm foundation across relevant areas of financial planning; the exam tests on the following areas: the financial planning process, insurance, investments, tax planning, retirement planning, estate planning, and the psychology of financial planning.

Lovin joined ATC in 2017 and currently holds the title of Vice President and Investment Officer. Her responsibilities include account administration and investment management. She received her Bachelor of Science degree from Pittsburg State University in 2018. When asked what she enjoys about her job Lovin said, “I find investment management extremely fascinating, but the people I meet and work with are what make me thrive. I get to work with people who have decades of experience and give genuine effort every day to make a positive impact on a client. Clients entrust us with delicate parts of their life and I’m grateful to be a part of their financial planning process.”

“Jamie has worked very hard to obtain her CFP® certification. The CFP® certification signifies the extensive breadth of knowledge that she has obtained and now utilizes for the benefit of our clients. We could not be any prouder of Jamie for this achievement,” said Brian Boyer, President and CEO. Please join us in congratulating Jamie and wishing her continued success.