Family photo

Our Mission

We are a married couple that believes marriages are protected through the development of financial habits created from transparent conversations.

We believe people who have achieved financial security are able to experience the life they were designed to live.

Our Values

  • Transparent recommendations you can trust (We would give the same advice to our mom.)
  • An enjoyable planning experience without pressure (Yes, financial planning can be fun!)
  • Meaningful relationships for the long haul (We are not into just dating.)
  • Custom financial plans that provide peace of mind (Think of us as the GPS for your goals, unlike your last family road trip where Dad refused to ask for directions.)

Our Approach

We take a comprehensive approach carefully tailored to individual and family needs. None of us can predict the future, but together we will create a worry-free plan that will meet your most important financial goals and maximize the opportunity for growth.

Our Office: Diverse By Design

The Northwestern Mutual Downtown Cincinnati office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underepresented.

Venue Magazine's 2016 Showcase of the Downtown Office

Team photo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jacki Purcell
District Director


Purcell Financial

4 Key Things to Know About the Coronavirus Stimulus Bill

To bolster the economy and help Americans impacted by the coronavirus, Congress is working on an historically large relief plan. Read more.

Why Market Volatility Doesn't Affect Northwestern Mutual's Strength

Northwestern Mutual’s Chief Financial Officer, Mike Carter; Chief Investment Officer, Ron Joelson; and Northwestern Mutual Wealth Management Company Chief Investment Strategist, Brent Schutte explain why, and how, Northwestern Mutual stays so strong through market turbulence. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck