Family. Wealth. For Generations.

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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. 

CA Insurance # 0G94738

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• 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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 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.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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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.

CA#: 4163129

• 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.

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• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MT
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• WI
• WV

Chris is a Financial Advisor, a CFA® Charterholder, and a Certified Public Accountant (CPA). Before transitioning into financial advisory, Chris worked in public accounting at Ernst & Young, where he developed a strong foundation in financial reporting, auditing, and compliance. During this time, he specialized in data analytics, utilizing advanced tools to identify trends, reconcile financial data, and optimize his team's performance. This expertise in interpreting large datasets allows Chris to provide detailed, data-driven insights for his clients to help them make informed financial decisions.

In addition to data analytics, Chris is well-versed in security analysis, having honed skills in assessing investment opportunities, evaluating market risks, and conducting thorough company research. This combination of skills enables him to craft personalized investment strategies that align with each client’s unique goals, from portfolio management and retirement planning to long-term wealth growth.

As a third-generation advisor, Chris is deeply committed to maintaining the trust and relationships built over the decades while incorporating innovative financial tools and techniques to serve clients in today’s complex financial landscape. Chris holds degrees in both Finance and Accounting from Elon University and is dedicated to continuing his family’s tradition of excellence in financial planning and advisory services.

• Elon University Martha and Spencer Love School of Business, Bachelor of Science in Business Administration, Finance
• Elon University Martha and Spencer Love School of Business, Bachelor of Science, Accounting

• Chartered Financial Analyst®

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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.