Jacki Purcell

Purcell Financial 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 underrepresented.