Our Timely News and Updates

As we have information to share regarding our team and the markets, in addition to news and updates from Wells Fargo Advisors and the Investment Institute, we will gather those materials here for you to review.

Freestore Foodbank Contribution

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2021 Equity Sector Outlook

2021 Equity Sector Outlook: Investing in a New Normal

Even when one believes they know how the chess board is set, an exogenous variable like a pandemic can emerge and flip the board over.  As we have turned the page on what was certainly an interesting and trying year for both investors and society as a whole, it is worth exploring some of the key items we are watching in 2021.

Wells Fargo Advisors Advice and Research department highlights key items to watch resulting from the challenges of this past year.

Please click on the below link to view the full report:

Meet Jennifer Kuykendoll – Financial Advisor

We are pleased to announce that we have expanded our team so we can continue partnering intelligently with you and your family to help you realize your best life.


Our newest team member is Financial Advisor Jennifer Kuykendoll. She joins us with over two decades of financial services industry experience. Jennifer will be providing support in the areas of retirement planning, saving for children’s education, and offering investment advice for wealth preservation.

In July of 2000, Jennifer began her career as a Registered Client Associate at Merrill Lynch in Cincinnati, where she developed her fundamental investment knowledge. She joined A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors, in 2005. In 2009, Jennifer obtained her Series 9/10 licenses and joined the Regional Management team as a Regional Business Liaison, where she supported the region’s business initiatives. She is originally from Toledo and earned her B.S. degree at Miami University.

Outside of work, Jennifer spends her free time with her husband, Jim, 9-year-old twins, Grant and Madeline, and their two beagles. Jennifer enjoys being a part of the Hyde Park Community and volunteers as a soccer and basketball coach at St. Mary School. She also enjoys running and hopes to complete her first full marathon in 2021.

With the welcome addition of Jennifer, we’re proud to have grown into a seven-person practice. We’re thrilled to have her on our team as we continue to serve you and your family’s needs by continually monitoring the strategy we’ve set together to meet your objectives.

You can learn more about Jennifer and the rest of our team by visiting our team page.