Meet The Team
Donald S. Loveless, CFA and CFP®
I am the President and founder of Loveless Wealth Management, LLC which manages assets for individuals, companies, trusts and charitable institutions.
I was born in 1957 and received a Bachelors degree in Business Finance [and Economics/Political Science] from the University of Montana at Missoula, Montana in 1981. I hold the Chartered Financial Analyst® designation and am a CERTIFIED FINANCIAL PLANNER™ practitioner. I have worked for various firms in the financial services industry since 1983.
I live in Billings, Montana with my wife and like to fly, ride my motorcycle, travel, and read in my off time.
Brian Suskevich, Chief Operations Officer, Investment Advisor Representative
I have been working in the wealth management industry since 1999, and enjoy being able to connect with the clients to help them realize their financial goals. I believe it is important to have a personal relationship with the clients, as well as having the focus to help clients achieve their objectives.
After working at a wealth management firm in Los Angeles for 11 years, I decided to move to Montana. I started working at Loveless Wealth Management in 2011 and am able to utilize the valuable tools I was taught in Los Angeles, as well as acquiring an entire new skill set here at Loveless Wealth Management.
I am an Investment Advisor Representative and am involved with client account management, trading, research and working as a liaison to Charles Schwab.
In my free time I enjoy reading, gardening, skateboarding, playing with my pups and generally being outdoors here in Big Sky Country.
Betsy Rector, Chief Financial Officer, Investment Advisor Representative
I received a Bachelor's degree in Communication Studies from the University of Montana, Missoula, Montana in 2011. I returned to my hometown of Billings in 2012, and have been working for Loveless Wealth Management since January of 2014. I am an Investment Advisor Representative and my roles include client account management and operations as well as trading and investment research.
Working in the finance industry has offered me the opportunity to work with people through a process that enables the accomplishment of long-term goals. Gaining an understanding of the industry and its influence on so many parts of our lives has been eye opening. It helps people to feel confident in their future, and that is a really rewarding experience to be part of.
In my free time I enjoy traveling, working out and reading.
Shannon Schock, Investment Advisor Representative
I graduated from Montana State University – Northern in the spring of 2009 with a Bachelor of Science in Business Administration and a minor in Accounting.
I have been working in the finance industry since May, 2015. I spent a lot of time getting to know the industry from an administrative/operational standpoint, but as of May, 2018, I completed my studies and joined the team as an Investment Advisor Representative. I have a strong belief that people can achieve the retirement goals they set for themselves—sometimes they just need a little help with the planning.
In my free time, I enjoy weight lifting, reading, walking my dog, and spending time at the range with my husband.
Hillary Lester, Operations
I graduated from the University of Birmingham U.K. with a Master of Arts in Music in 2018, and from the University of Montana with a Bachelor of Music in 2015.
I started working for Loveless Wealth Management in June 2019. My roles include operations and administration, as well as serving as a liaison with our custodian, Charles Schwab. I also help manage our various social media platforms. While I am new to the finance industry, I have held some fun roles in customer service and love working with and getting to know our clients.
In my free time I enjoy writing music, singing, working out and traveling to gain a broader perspective.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.