Purcell Financial
Jacki Purcell
Wealth Management Advisor
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
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
Financial 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.
Ann Groomes
Business Development and Marketing Assistant