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Our Team


Jim Hummel, CFP®, CKA®

Financial Advisor

Ella Mae Cupido

Investment Assistant

Latest Blog Posts

work from home

11 January, 2021

Planner’s Corner: Working from home? Do not miss out on valuable tax savings

Covid-19 has been made a major game-changer for how some employees do their work. Traditional face-to-face meetings, conferences, and everyday commutes have been rep
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Planner’s Corner: Famous Investment Quotes

25 September, 2020

Planner’s Corner: Famous Investment Quotes

Below are some famous quotes to reflect on given the recent market volatility due to the Covid-19 pandemic.
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25 September, 2020

Bloom Where You are Planted: Derek Schreiber

Derek Schreiber was a man of many talents and used those talents to bring glory to God. Derek had a passion for music and led the Shiloh praise team. In addition to
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