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290 E 25th Street, Loveland, CO 80538

(970) 669-9720
paul.hummel@lpl.com

About Us

who you will work withMeet your team

Paul Hummel

Paul Hummel, ChFC®

Financial Advisor

Originally from Bismarck, ND, Paul is a founding partner of the firm and a Chartered Financial Consultant® (ChFC®) who is passionate about helping clients bring clarity and confidence to their financial lives.

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Haley Lee

Haley Lee, CFP®, CPWA®

Financial Advisor

Haley is a CERTIFIED FINANCIAL PLANNER™ professional and proud Loveland native who followed in her father Paul’s footsteps—both personally and professionally. After earning her Finance degree summa cum laude from Arizona State...

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Jenae Bohl

Jenae Bohl

Office Manager

For over 12 years, Jenae has served as the team’s Office Manager, providing dedicated support and strong leadership. With more than two decades of experience in the financial services industry – and holding her Series 6, life, and...
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Mariah Veve

Mariah Veve

Administrative Assistant

Mariah is our Administrative Assistant and newest team member, dedicated to supporting clients and ensuring daily operations are organized, efficient, and seamless.She graduated from Colorado State University in May of 2025 with a...
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Julia Navarro

Julia Navarro

Client Services Associate

Julia often gives the first warm welcome to clients when they visit our office. She supports the team in daily operations and plays a vital role in creating a friendly, helpful, and positive environment for everyone who walks through...

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Get in touch here!

If you have any questions or would like to schedule a consultation, please don’t hesitate to reach out:

  • Phone: (970) 669-9720
  • Email: jenae.bohl@lpl.com
  • Address: 290 E 25th St, Loveland, CO 80538

We look forward to helping you achieve your financial goals.

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