Sean Hummel, CFP®

Bringing to his work years of experience in long-term wealth planning and investment real estate, Sean helps high-net-worth and ultra-high-net-worth individuals and families make the most their assets and opportunities, as well as address challenges. He draws extensively on LNW’s in-house expertise in alternative investments, taxes, trusts, and estate planning to provide truly integrated solutions that align clients’ asset base with their values, needs, and aspirations.  

Sean is involved in all aspects of client account management and wealth planning. His work comprises working closely with LNW wealth managers to create and implement wealth strategies and monitor client portfolios to maintain the appropriate asset allocation strategy. He also listens for ongoing changes in clients’ lives and proposes new solutions that adapt to clients’ everchanging lives to optimize outcomes. 

Prior to LNW, Sean founded and led the wealth planning firm Hummel Planning, LLC for seven years with a focus on customization and impact investing. Previously, he worked as a portfolio accountant at McKinley Capital Management and a financial advisor at Merrill Lynch.