Our Story
Rooted in Family. Grounded in Community. Focused on You.
The story behind our practice begins with Paul Hummel, a native of Bismarck, North Dakota, and the third oldest of six children in a large Catholic family. After graduating from the University of Minnesota, Paul embarked on his financial advisory career in San Diego with Ameriprise, where he spent six years building his business from the ground up. Despite the allure of the California lifestyle, Paul yearned for the sense of community and slower pace he experienced growing up in North Dakota.
When Paul met Amy, a Kansas native (and now his wife of three decades), they decided to find a place that felt more like home. Colorado emerged as the perfect middle ground. In 1993, they made the move to Loveland, where Paul seized an opportunity with Investment Centers of America (ICA) to open a small office inside a local bank. Leaving behind his established career in San Diego was a tough decision, but the chance to raise a family and build a long-term life in Loveland was worth the sacrifice.
Over the next two decades, Paul grew his practice in that bank office, helping families plan for retirement, reduce taxes, protect their assets, and build wealth. He became deeply connected to the Loveland community, serving two terms as President of the House of Neighborly Service and participating in Sertoma (Service to Mankind), a men’s philanthropic group. In 2017, when the firm was acquired by LPL Financial, Paul and his team moved to a new office in town—a clear upgrade and a fresh new chapter.
Now in his 60s, Paul is a well-known and respected figure in Loveland, not just for his financial expertise, but for the genuine care and relationships he has built with clients over the years.
Haley Lee, Paul’s Daughter and Partner
From a young age, Haley admired the work her father did. She didn’t know all the details back then, but she could tell he genuinely loved his job and was making a real difference in people’s lives. With a strong aptitude for numbers and a shared love for problem-solving, Haley knew her skills were a natural fit for the profession.
She earned her Finance degree summa cum laude from Arizona State University’s W.P. Carey School of Business and Barrett, The Honors College. After graduation, she spent four years in Nashville working for Jackson National, a large investment firm, where she partnered with financial advisors across the East Coast. This experience exposed her to hundreds of advisors and countless client scenarios, providing a robust, real-world foundation in financial planning. During her time at Jackson, she also earned her Certified Financial Planner™ (CFP®) designation, a credential that represents the highest standard in the profession.
When the time felt right to return home to Colorado and join the family business, Haley and her husband, Liam, made the leap. Since then, Paul and Haley have built a strong, complementary partnership. Paul brings decades of experience, deep roots in the community, and time-tested wisdom. Haley brings a fresh perspective, forward-thinking ideas, and deep knowledge from her background working with a wide range of advisors and client strategies. She also ensures the firm remains technologically current and operationally efficient—something many clients have come to appreciate.
The two of them high-five over client wins, dive deep into planning conversations, and stay up at night thinking about ways to make their clients’ lives easier and their futures brighter. Importantly, Paul is committed to working at least another decade. When he eventually transitions into retirement, clients can take comfort knowing their advisor relationship will remain within the same experienced team—led by someone they already know and respect.
A Personal Touch
Paul and Haley both believe that life isn’t just about numbers—it’s about people, relationships, and enjoying the journey. In their free time, you’ll often find them golfing, traveling with family, trying out new recipes, or enjoying a cold craft beer (Paul’s favorite) or a guilty pleasure reality TV show (Haley’s favorite).
They take their work seriously but not themselves, and they are proud to work as a father-daughter team, helping others create fulfilling, financially secure lives.
Our Commitment
At ICA, we are more than just a financial advisory team. We are a family, and we are honored to support yours. Our goal is to provide personalized, thoughtful strategies that align with your values and vision for the future. Whether you are planning for retirement, navigating major life changes, or looking to build wealth, we are here to guide you every step of the way.
Contact Us
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 pursue your financial goals.
