Our Team
Principal
.(JavaScript must be enabled to view this email address) has more than 27 years of experience in the financial services profession. Prior to founding Purcell Advisory Services in 1998, she was co-founder of Portfolio Strategies, Inc. in 1982 and worked with the firm for 16 years. Sondra has long been in the forefront of establishing “manager of managers” relationships to provide clients with diversified asset management strategies incorporating risk management.
Principal
.(JavaScript must be enabled to view this email address), CFP®, is the supervising member of Purcell Advisory Services with more than 35 years of experience in the financial industry. Her extensive investment experience has included serving as a financial and operations principal in a regional brokerage firm and as a financial consultant at Merrill Lynch.
Chief Operating Officer
.(JavaScript must be enabled to view this email address) joined Purcell in the role of Chief Operating Officer. Her over 20 years of operations and management experience in financial services includes working for a retail brokerage, mutual fund company and registered investment advisor. A Pacific Northwest native, Sue graduated from the University of Washington with a BA in Political Science and Economics.
National Sales Director
.(JavaScript must be enabled to view this email address) is a Washington State University graduate with 10 years of experience in sales and sales support. During her five years of experience in the financial industry she has worked as a Business Development Specialist for Portfolio Strategies and also as a Business Consultant for Curian Capital.
Inside Sales Manager
.(JavaScript must be enabled to view this email address) comes to Purcell Advisory Services with nearly 3 years of experience in the financial industry. Before making her move to Purcell, Jacki spent 3 years with a local investment advisory firm working in operations and accounting. Jacki is currently pursuing her Series 65 and holds a bachelors degree from Washington State University.
Business Manager
.(JavaScript must be enabled to view this email address) has over 30 years of experience providing professional business services in the areas of human resources and federal compliance auditing as well as consulting services for small business. Please contact Alan regarding commissions.
Bookkeeper
.(JavaScript must be enabled to view this email address) brings extensive experience to her position as a full charge bookkeeper in addition to providing administrative support.
Operations and Trading Manager
.(JavaScript must be enabled to view this email address) has more than 16 years of experience in the investment industry. Suhn is a graduate of Ohio State University and worked with a regional broker/dealer before joining Purcell in 2001.
Our Trading and Operations Team, .(JavaScript must be enabled to view this email address), .(JavaScript must be enabled to view this email address), and .(JavaScript must be enabled to view this email address) offer professional and courteous back office support to advisors as well as skillfully executing trades across our mutual fund and variable annuity platforms on a daily basis.