Lasting relationships. For all that matters

Three generations in the front yard

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.

Oculus NYC

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.

  • jackie

    Jacqueline Kunkel, CFP, CRPC, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • 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, 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.
    • 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

      Donald Kunkel, CFA

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • 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 Profile Photo

          Greg Achten

          Managing Director

          Financial Advisor

          • image
          • image
          • image
          • 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 Profile Photo

            Laura Farro, CFP

            Financial Advisor

            • image
            • image
            • image
            • 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

                Gina Sellet

                Senior Client Associate

                • image
                • image
                • 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

                      Molly Koester

                      Senior Client Associate

                      • image
                      • image
                      • 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 Couple

                          Retirement readiness

                          Investment management

                          Your lifelong financial plan. UBS Wealth Way

                          A team approach

                          Who we work with

                          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

                          Insights