Kenwood, OH Financial Advisor Office

Kenwood

Find a financial advisor in our Kenwood office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

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Jacki Purcell

Wealth Management Advisor

Jacki Purcell’s mission is to help people to make wise financial decisions. Jacki and her husband, Joel, work as a team serving married couples of diverse backgrounds across the country. They believe people who have achieved financial security are able to better experience the life they were designed to live. Jacki has been featured on Fox 19, Venue Magazine, and Podcasts to share her expertise.

Joel Purcell

Lead Advisor

I enjoy helping people worry less about money by giving them a clear financial plan and the right coaching. I am a firm believer that people with a plan can have fun with their money and have peace of mind. Our team has a mission to unite marriages and strengthen the family through financial planning.

Brett Neugebauer

Growth and Development Director

I am a husband, dog dad, and an avid sports fan alongside my profession as a Financial Advisor. My wife and I reside in our home in Cincinnati. I have over 6+ years of experience in the Financial Industry and bring the knowledge & expertise from a 166 yr old firm. I work best with established married families in their 30's, 40's, & 50's who want to make the most out of their hard earned dollars.

Nicholas Connor

Growth and Development Director

I am passionate about helping my clients achieve the goals that matter most to them. My goal is to educate, motivate and empower my clients to do what is necessary to help them achieve their goals so they can enjoy the most important moments in their lives.