Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

My Colleagues

 
Joel Purcell

Joel Purcell

Associate Financial Advisor
Office 513-366-3756

Joel is an Associate Financial Advisor at Northwestern Mutual - Purcell Financial. He specializes in creating comprehensive financial plans that provide both long-term and short-term retirement and risk management solutions that allow clients to maximize financial growth and security. Joel graduated from the University of Kentucky with a Bachelor of Business Administration (with a focus on marketing and finance) in 2008 and began his career at Northwestern Mutual in 2011.

Joel and his wife, Jacki, enjoy spending time with their daughters Lyla and Aria, and are actively involved in Crossroads Church.

 
Samantha Marie Taleck

Samantha Marie Taleck

Director of Operations

Sammi is an Associate Financial Representative at Northwestern Mutual- Purcell Financial.

She specializes in investment operations, creating comprehensive plans, working with clients to achieve their goals, and building into our district. She graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration (with a focus on finance) in May of 2017 and began her career at Northwestern Mutual following graduation.

Sammi is actively involved in Crossroads Church and enjoys spending time with her community.

 

Ann Groomes

Director of Marketing

Ann specializes in marketing, social media, and client and team appreciation for Purcell Financial. 

She graduated from the University of Cincinnati with a Bachelors in Organizational Leadership and a specialization in Human Resources.

In her spare time she enjoys spending time with her husband David and two children, Aria and Abraham.

 

Jacki Purcell
Wealth Management Advisor


Purcell Financial

 

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