The Loney Financial Team

Sean Loney with Loney Financial

Sean Loney - President

For thirty years, Sean watched his father Dan build the Loney Financial Corporation with admiration. Now he sits as president, with a burning desire to honor his father's impeccable legacy and serve with the same grace and wisdom. He is a creative strategist and collaborator on a mission to provide exceptional service and consulting to every client.

Beyond his professional pursuits, Sean has a rich personal life where his loving wife, son, and three daughters are his pride and joy. He's a passionate advocate for youth in need and is committed to the Loney family's work helping at-risk women and children in Guatemala.

sean@loneyfinancial.com

The Loney Financial Team

Sean Loney with Loney Financial

Sean Loney - President

For thirty years, Sean watched his father Dan build the Loney Financial Corporation with admiration. Now he sits as president, with a burning desire to honor his father's impeccable legacy and serve with the same grace and wisdom. He is a creative strategist and collaborator on a mission to provide exceptional service and consulting to every client.

Beyond his professional pursuits, Sean has a rich personal life where his loving wife, son, and three daughters are his pride and joy. He's a passionate advocate for youth in need and is committed to the Loney family's work helping at-risk women and children in Guatemala.

sean@loneyfinancial.com

The Loney Financial Team

Sean Loney with Loney Financial

Sean Loney - President

For thirty years, Sean watched his father Dan build the Loney Financial Corporation with admiration. Now he sits as president, with a burning desire to honor his father's impeccable legacy and serve with the same grace and wisdom. He is a creative strategist and collaborator on a mission to provide exceptional service and consulting to every client.

Beyond his professional pursuits, Sean has a rich personal life where his loving wife, son, and three daughters are his pride and joy. He's a passionate advocate for youth in need and is committed to the Loney family's work helping at-risk women and children in Guatemala.

The Loney Financial Team

Sean Loney - President

Sean Loney with Loney Financial

For thirty years, Sean watched his father Dan build the Loney Financial Corporation with admiration. Now he sits as president, with a burning desire to honor his father's impeccable legacy and serve with the same grace and wisdom. He is a creative strategist and collaborator on a mission to provide exceptional service and consulting to every client.

Beyond his professional pursuits, Sean has a rich personal life where his loving wife, son, and three daughters are his pride and joy. He's a passionate advocate for youth in need and is committed to the Loney family's work helping at-risk women and children in Guatemala.

sean@loneyfinancial.com

Bradford
Walterhouse

Wealth Consultant

Bradford manages our investment portfolios and brings a wealth of experience to the Loney Financial team. He's known for helping clients become masters of their financial programs, so they can rest easy knowing there are no gaps. Prior to joining Loney Financial in 2020, Bradford founded a performance coaching and consulting company and spent 6 years living and doing business in Singapore.

bradford@loneyfinancial.com

Jack Shaffer Insurance

Jack Shaffer

Insurance Specialist

Jack is an advanced case strategist who specializes in estate and insurance planning with over fifty years experience in the industry. Whether you're mapping out a complex family estate, need a buy-sell agreement and insurance to protect your business, or just want to place standard Life, Critical Illness, or Disability insurance, you're in great hands working with Jack.

jack@loneyfinancial.com

The Loney Financial Team

Sean Loney with Loney Financial

Sean Loney - President

For thirty years, Sean watched his father Dan build the Loney Financial Corporation with admiration. Now he sits as president, with a burning desire to honor his father's impeccable legacy and serve with the same grace and wisdom. He is a creative strategist and collaborator on a mission to provide exceptional service and consulting to every client.

Beyond his professional pursuits, Sean has a rich personal life where his loving wife, son, and three daughters are his pride and joy. He's a passionate advocate for youth in need and is committed to the Loney family's work helping at-risk women and children in Guatemala.

sean@loneyfinancial.com

Bradford Walterhouse

Wealth Consultant

Bradford manages our investment portfolios and brings a wealth of experience to the Loney Financial team. He's known for helping clients become masters of their financial programs, so they can rest easy knowing there are no gaps. Prior to joining Loney Financial in 2020, Bradford founded a performance coaching and consulting company and spent 6 years living and doing business in Singapore.

bradford@loneyfinancial.com

Jack Shaffer

Insurance Specialist

Jack Shaffer Insurance

Jack is an advanced case strategist who specializes in estate and insurance planning with over fifty years experience in the industry. Whether you're mapping out a complex family estate, need a buy-sell agreement and insurance to protect your business, or just want to place standard Life, Critical Illness, or Disability insurance, you're in great hands working with Jack.

jack@loneyfinancial.com

Bradford Walterhouse

Wealth Consultant

Bradford manages our investment portfolios and brings a wealth of experience to the Loney Financial team. He's known for helping clients become masters of their financial programs, so they can rest easy knowing there are no gaps. Prior to joining Loney Financial in 2020, Bradford founded a performance coaching and consulting company and spent 6 years living and doing business in Singapore.

bradford@loneyfinancial.com

Jack Shaffer Insurance

Jack Shaffer

Insurance Specialist

Jack is an advanced case strategist who specializes in estate and insurance planning with over fifty years experience in the industry. Whether you're mapping out a complex family estate, need a buy-sell agreement and insurance to protect your business, or just want to place standard Life, Critical Illness, or Disability insurance, you're in great hands working with Jack.

jack@loneyfinancial.com

The Dream Team

Denise Bailey
Client Services Coordinator
denise@loneyfinancial.com
Carlin Hinkelman
Carling Hinkelman
Financial Coordinator
Alysha Smith
Alysha Smith
Executive Assistant
alysha.smith@loneyfinancial.com

The Dream Team

Denise Bailey
Client Services Coordinator
denise@loneyfinancial.com
Carlin Hinkelman
Carling Hinkelman
Financial Coordinator
Alysha Smith
Alysha Smith
Executive Assistant
alysha.smith@loneyfinancial.com

The Dream Team

Denise Bailey
Client Services Coordinator
denise@loneyfinancial.com
Carlin Hinkelman
Carling Hinkelman
Financial Coordinator
Alysha Smith
Alysha Smith
Executive Assistant
alysha.smith@loneyfinancial.com

Daniel Claude Loney

Founder: 1956 - 2025

Dan was a pure gentleman and a hero to many.
A loving husband, father, and friend.
A man of faith and tremendous generocity.
A protector and a mentor.
He was incredibly wise. And charming.
He was pure grace and just the best guy ever.
We miss him every day.
Everythign we do at Loney Financial is isn service of this great man and his legacy.
Our Hero.
Daniel Claude Loney Forever...

Dan Loney of Loney Financial

Daniel Claude Loney

Founder: 1956 - 2025

Dan Loney of Loney Financial

Dan was a pure gentleman and a hero to many.
A loving husband, father, and friend.
A man of faith and tremendous generocity.
A protector and a mentor.
He was incredibly wise. And charming.
He was pure grace and just the best guy ever.
We miss him every day.
Everythign we do at Loney Financial is isn service of this great man and his legacy.
Our Hero.
Daniel Claude Loney Forever...

The Dream Team

Denise Bailey
Client Services Coordinator
denise@loneyfinancial.com
Alysha Smith
Alysha Smith
Executive Assistant
alysha.smith@loneyfinancial.com
Carlin Hinkelman
Carling Hinkelman
Financial Coordinator

Daniel Claude Loney

Founder: 1956 - 2025

Dan Loney of Loney Financial

Dan was a pure gentleman and a hero to many.
A loving husband, father, and friend.
A man of faith and tremendous generocity.
A protector and a mentor.
He was incredibly wise. And charming.
He was pure grace and just the best guy ever.
We miss him every day.
Everythign we do at Loney Financial is isn service of this great man and his legacy.
Our Hero.
Daniel Claude Loney Forever...

Daniel Claude Loney

Founder: 1956 - 2025

Dan Loney of Loney Financial

Dan was a pure gentleman and a
hero to many.
A loving husband, father, and friend.
A man of faith and tremendous generocity.
A protector and a mentor.
He was incredibly wise. And charming.
He was pure grace and just the best guy ever.
We miss him every day.
Everythign we do at Loney Financial is isn service of this great man
and his legacy.
Our Hero.
Daniel Claude Loney Forever...

Daniel Claude Loney

Founder: 1956 - 2025

Dan Loney of Loney Financial

Dan was a pure gentleman and a
hero to many.
A loving husband, father, and friend.
A man of faith and tremendous generocity.
A protector and a mentor.
He was incredibly wise. And charming.
He was pure grace and just the best guy ever.
We miss him every day.
Everythign we do at Loney Financial is isn service of this great man and his legacy.
Our Hero.
Daniel Claude Loney Forever...

Want to find out if we're a fit?

The best place to start is a call. You can ask whatever questions you like. We'll ask questions about your situation and tell you about our approach. Frome there you can decide if we're a good fit.