Guided by experience. Advice for every generation.

Three generations in the front yard

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Mountaintop

  • Stephen Fish

    Stephen Fish

    Managing Director–Wealth Management

    Financial Advisor

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    Stephen Fish is a Managing Director at UBS. He began his career on Wall Street at Morgan Guaranty Trust Company and Brown Brothers, Harriman & Company. After more than twenty successful years at Hilliard Lyons, Stephen moved to UBS Financial Services, Inc. to further enhance his clients' experiences and access more sophisticated trading capabilities.  Stephen has over thirty years of investment experience in all financial markets and advises his clients through discretionary investment management.

    Stephen is a graduate of The Johns Hopkins University with a B.S. with concentrations in Economics and Philosophy. He also attended the MBA program at the Stern Graduate School of Business at New York University. At Hilliard Lyons he earned the designation Chartered Wealth Advisor (CWA) in 2003, after completing an extensive program concerning various aspects of wealth management. He maintains several Financial Industry Regulatory Authority licenses, including the Series 7, 24, 63 & 65.

    • Barron's Top 1,200 Financial Advisors, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Jackie Kunkel

        Jackie Kunkel

        Senior Vice President–Wealth Management

        Financial Advisor

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        Jackie is a Senior Vice President - Wealth Management Wealth Advisor.  With over thirty years of experience, Jackie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), the Chartered Retirement Planning Counselor ® (CRPC) and the  Certified Private Wealth Advisor ® (CPWA) designations. Jackie and her team provide comprehensive, consultative, investment planning and wealth management services to affluent families and institutions.  

        Jackie is a graduate of Miami University in Oxford, Ohio. 

        Jackie and her husband, Dan, have three grown children. 

        • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
        • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

            8044 Montgomery Road
            The Towers At Kenwood
            Cincinnati, OH 45236
          • Don Kunkel

            Don Kunkel

            Senior Vice President–Wealth Management

            Financial Advisor

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            Don is a Senior Vice President-Wealth Management at UBS, and a CFA Charterholder. His work with our team centers on developing the appropriate investment strategies for our clients given their risk tolerances and long-term goals. His areas of emphasis are equity and fixed income analysis, risk management, and portfolio construction. Don earned his graduate degree at Harvard University in 1996 before returning to Cincinnati to start his career in the industry.

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • Greg Achten

                Gregory Achten

                Managing Director

                Financial Advisor

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                Greg is a Managing Director-Wealth Management-Financial Advisor at UBS.  He has over 35 years of experience in Wealth Management.  Greg earned his Bachelors in Business Administration from the University of Cincinnati with co-majors in Accounting and Finance.  In addition, he earned his Masters in Business Administration from Xavier University with Beta Gamma Sigma honors.  He has extensive experience in investing, financial planning and organizational leadership. 

                Greg is and has been involved in many charities over the years to include Board Member of United Way Boston, Boys and Girls Clubs, Junior Achievement, and Special Olympics.  He is currently a Trustee and Vice Chair of the St. Xavier High School Board of Trustees and serves on the Endowment Investment Committee (past chair), and he recently led the search for a new President for the Jesuit High School.  He and his wife Theresa reside in East Walnut Hills.    

                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    8044 Montgomery Road
                    Cincinnati, OH 45236
                  • Laura Farro

                    Laura Farro

                    Financial Advisor

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                    Laura Farro is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®). She is responsible for providing in-depth Financial Planning for clients of the Kunkel Wealth Management Group. Prior to joining the Kunkel Group, she was responsible for building and presenting comprehensive Financial Plans for clients in the Ohio Indy Market for UBS as a Wealth Planning Associate. Laura graduated Summa Cum Laude from Northern Kentucky University with a Bachelor of Science degree in Mathematics and Statistics and a Bachelor of Arts degree in Physics. Laura started her career at UBS in May 2017. She holds the holds Series 7 and 66 securities licenses, as well as her insurance license (Life and Health).

                          8044 Montgomery Road
                          Suite 100W
                          Cincinnati, OH 45236
                        • Chris Brenning

                          Chris Brenning

                          Financial Advisor

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                          Chris Brenning is a Wealth Strategy Associate and Certified Public Accountant (CPA). Prior to joining the Kunkel Group at UBS, he worked for the public accounting firm Ernst & Young. He will be utilizing his experience in the financial reporting and Big Four accounting firm environment to analyze and interpret financial data, assist with the development of investment strategies, and provide portfolio management services to clients.

                          Chris graduated from Elon University with a Bachelor of Science in Business Administration degree in Finance and a Bachelor of Science degree in Accounting. He is currently a CFA® Program participant and completed level 1 in 2022.

                                8044 Montgomery Road
                                The Towers At Kenwood
                                Cincinnati, OH 45236
                              • Jeanine Toney

                                Jeanine Toney

                                Senior Client Associate

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                                Jeanie joined UBS in 1995 as a Client Service Associate and joined Stephen Fish's team in June 2019.  In this role she serves the administrative and operational needs of our clients and team.  Jeanie enjoys getting to know our clients and providing excellent customer service.  She has been in the financial services industry for over 30 years. 

                                Jeanie is a Cincinnati native.  She enjoys gardening and spending time with her grandchildren.

                                      8044 Montgomery Road
                                      Suite 100W
                                      Cincinnati, OH 45236
                                    • Gina Sellet

                                      Gina Sellet

                                      Senior Client Associate

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                                      Gina is a Registered Client Service Associate and holds her Series 7 and 66 licenses.  She has over 20 years of experience working in the financial services industry and has been a member of The Kunkel Group since 2013.  She enjoys handling client needs and providing them with excellent customer service. 

                                      Gina was born and raised in Cincinnati and attended the University of Cincinnati where she graduated with a  degree in Business Management.  She now lives on the West Side with Mike and her 2 sons, Alec & Trevor.  In her free time Gina enjoys crafting, cooking, gardening and spending time with her family. 

                                            8044 Montgomery Road
                                            Suite 100W
                                            Cincinnati, OH 45236
                                          • Molly Koester

                                            Molly Koester

                                            Senior Client Associate

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                                            Molly has over 15 years of experience in the financial services industry. She is a Registered Client Service Associate, and holds the Series 7, 63 & 65 licenses. Her work exemplifies a commitment to providing excellent client service and support in the various operational and administrative roles she fills for Kunkel Wealth Management Group.

                                            Molly is a graduate of Heidelberg College with a Bachelor of Arts degree, she lives in Anderson Township with her husband Tim and their two dogs, Betty and Hans.  As an animal lover, she volunteers at Clermont County animal shelter.

                                                  8044 Montgomery Road
                                                  Suite 100W
                                                  Cincinnati, OH 45236

                                                Defining your priorities. Pursuing what matters.

                                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                                                Managing wealth is our craft

                                                We’re committed to understanding what wealth means for you.

                                                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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