Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
Certification
Software
Timeline
Generic
SEAN HUMMEL, CFP®

SEAN HUMMEL, CFP®

Summary

Service-driven caring fiduciary with steadfast morals and ethics. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach their financial goals.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Wealth Analyst

LNW Trust Company, LLC
03.2023 - Current
  • Leveraged Money Guide Pro, Holistiplan and Addepar software to implement effective financial planning and strategies for High Net Worth and Ultra High Net Worth clients.
  • Collaborated with cross functional teams to develop and implement estate planning, trust administration and tax planning.
  • Developed and maintained strong relationships with team members and clients, acting as the main point of contact for the client relationship.

Founder/Financial Planner

Hummel Planning, LLC
06.2018 - 03.2023
  • Independently founded and established a successful Fee-Only RIA.
  • Leveraged eMoney, Holisiplan and Wealthbox CRM with a collaborative education-based approach to financial planning for clients.
  • Built cashflow and goals based financial plans and strategic step-by-step implementation of all recommendations.
  • Developed and implemented gold standard client service.
  • Managed all aspects of business operations including compliance, billing, software management, budgeting, marketing, and customer service.

Investment Property Owner/Manager

Self-employed
10.2013 - 03.2022
  • Successfully acquired, managed, and maintained two duplex investment properties in Alaska and Texas.
  • Implemented strategic marketing and leasing strategies to attract and retain quality tenants, leading to increased rental income and tenant satisfaction.

Soccer Referee

Self-employed
06.2017 - 12.2021
  • Leagues: Semi-professional, intercollegiate, adult amateur, and competitive youth levels.
  • Management of players, coaching staff, game clock, substitutions, infractions, stadium facilities, and sports administration.
  • Managed conflicts effectively and efficiently by mediating disputes between players, coaches, and spectators when necessary.
  • Managed, and promoted teamwork with other officials, provided coaching, collaborated with other officials for self-improvement and established inclusive work culture.

Financial Advisor

Merrill Lynch Wealth Management (Bank of America)
11.2014 - 05.2016
  • Established and maintained meaningful client relationships with High Net Worth individuals
  • Autonomously sourced, closed and managed $21 million of AUM between 20 households
  • Conduct initial assessment, schedule follow-up meetings, and regular financial portfolio reviews
  • Produced comprehensive goals based financial plans, presented planning strategies and investment options for clients based on their stated goals and priorities.

Portfolio Reconciliation

McKinley Capital Management L.L.C
05.2013 - 10.2014
  • Identified and implemented process improvement opportunities to enhance operational effectiveness and improve team productivity, resulting in reduction of errors, working hours, and labor costs
  • Collaborated with other teams including reporting, trading desk, and custodians.

Member Service Representative

MAC Federal Credit Union
01.2011 - 05.2012
  • Processed a variety of banking activities and cash handling including domestic and international wires, checks, debit cards, ACH, loan payments, and shared branching transactions.

Education

Bachelor of Business Administration in Finance -

University of Alaska
Fairbanks, Alaska

Skills

  • Empathetic leader
  • Strategic financial planning
  • Wealth management
  • eMoney
  • Money Guide Pro
  • Holistiplan
  • Tamarac
  • Addapar
  • Wealthbox CRM
  • Salesforce CRM
  • Microsoft 360 CRM
  • Microsoft suite

Accomplishments

    Boy Scouts of America

  • Eagle Scout

Volunteer Experience

Junior Achievement, San Antonio, Texas, 



Certification

CERTIFIED FINANCIAL PLANNER™

Software

Emoney

Money Guide Pro

Sales Force

Holistiplan

Addapar

Timeline

Wealth Analyst

LNW Trust Company, LLC
03.2023 - Current

Founder/Financial Planner

Hummel Planning, LLC
06.2018 - 03.2023

Soccer Referee

Self-employed
06.2017 - 12.2021

Financial Advisor

Merrill Lynch Wealth Management (Bank of America)
11.2014 - 05.2016

Investment Property Owner/Manager

Self-employed
10.2013 - 03.2022

Portfolio Reconciliation

McKinley Capital Management L.L.C
05.2013 - 10.2014

Member Service Representative

MAC Federal Credit Union
01.2011 - 05.2012

Bachelor of Business Administration in Finance -

University of Alaska

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SEAN HUMMEL, CFP®