Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Jacqueline Kunkel, CFP, CRPC, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, 2022The 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 Women Wealth Advisors, 2021, 2022The 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.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Wealth Advisor
8044 Montgomery Road
Towers at Kenwood
Cincinnati, OH 45236
Donald Kunkel, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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.
- Chartered Financial Analyst®
- Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Greg Achten

Managing Director

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Greg is a Managing Director-Wealth Management-Financial Advisor at UBS. He has over 34 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.
- University of Cincinnati , BBA Accounting and Finance
- Xavier University, MBA
- Certified Portfolio Manager®
One North Wacker Drive
Suite 3700
Chicago, IL 60606
Laura Farro, CFP

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
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).
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Gina Sellet

Senior Client Associate
View bio
- CA
- FL
- IN
- KY
- MA
- MD
- MI
- OH
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

Senior Client Associate
View bio
- CA
- FL
- IN
- KY
- MA
- MD
- OH
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.
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Jacqueline Kunkel, CFP, CRPC, CPWA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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, 2022The 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 Women Wealth Advisors, 2021, 2022The 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.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
- Wealth Advisor
8044 Montgomery Road
Towers at Kenwood
Cincinnati, OH 45236
Donald Kunkel, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
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.
- Chartered Financial Analyst®
- Senior Portfolio Manager
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Greg Achten

Managing Director

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Greg is a Managing Director-Wealth Management-Financial Advisor at UBS. He has over 34 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.
- University of Cincinnati , BBA Accounting and Finance
- Xavier University, MBA
- Certified Portfolio Manager®
One North Wacker Drive
Suite 3700
Chicago, IL 60606
Laura Farro, CFP

Financial Advisor
View bio
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WV
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).
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Gina Sellet

Senior Client Associate
View bio
- CA
- FL
- IN
- KY
- MA
- MD
- MI
- OH
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

Senior Client Associate
View bio
- CA
- FL
- IN
- KY
- MA
- MD
- OH
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.
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Retirement planning

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Investment management

Money management that puts your best interests first

Our disciplined planning process drives a highly personalized investment strategy. Serving as your discretionary portfolio manager or working with select third-party investment managers, we offer timely perspectives, customized portfolios and a fully integrated suite of financial solutions.

A focus on asset allocation and risk management. By listening and aligning with your objectives, we can craft an asset allocation based on your family’s goals, growth and income needs. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Your personalized portfolio. Many clients prefer to delegate the day-to-day management of their assets. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks. When we take on discretionary management of your portfolio, we are transparent about our fiduciary responsibility.

Open access and analysis. Through our open platform, we can offer premium financial solutions both within and outside of UBS. This access, along with a disciplined process, ensures we develop customized strategies based on highly-focused analysis.

Insights for each generation. We offer timely perspectives that drive a fully integrated suite of financial solutions. We help prepare each family member to collectively manage, sustain and grow their wealth across multiple generations and we will work with your tax and legal advisors to develop tax-advantaged solutions.

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

A team approach

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

More than 150 years

offering financial advice

Lasting relationships. For all that matters

Pursuing your goals together

Jacqueline Kunkel, CFP, CRPC, CPWA

Donald Kunkel, CFA

Greg Achten

Laura Farro, CFP

Gina Sellet

Molly Koester