About Us
Hello!
I’m Leslie Loveday, Owner/Broker/Insurance Enthusiast with L'evated Financial.
Outside of insurance, I'm a dog mom and avid traveler.
Life is all about balance, right?
We're all trying to juggle the important things - career, family, finances - the list goes on. Insurance sometimes winds up at the bottom of that list, and many of us flat out avoid the topic because we think it's too expensive, or find it confusing.
That's actually how my journey began.
My Mother was suffering major complications from a medical procedure gone wrong and I was completely overwhelmed by the intricacies of her insurance coverage. Never one to shy away from a challenge, I made the decision to educate myself so I could be an advocate for her.
And in doing so, found a passion to advocate for others!
It starts with a conversation to identify your specific needs, searching the market for the best options, and then making it easy to understand. As Brokers, we have access to multiple carriers and products for all budgets and situations. We've grown from our start offering health insurance in Texas, to a full service financial services provider for individuals, families, and businesses in multiple U.S. states. We will always be 100% honest and direct, and always advocate for you.
Whether you need life and health insurance, wealth building and retirement options, or customized employee workplace benefit packages, we would love to be of service.
Let’s keep the conversation going!
Where We Serve
