Todd Hummel

My Background

The measure of my success?  YOUR return on life.My clearly defined process for the successful individuals and corporations I serve starts with listening — understanding your complete financial picture, and vision for the future.  Working with our in-house experts I create a transparent, customized wealth strategy — including key milestones like tax planning, retirement, estate planning, succession planning, philanthropy… and offer ongoing monitoring and management, so you can focus on what matters most: your return on life.