Kevin R. Wichman, CRPC®
Education: Degree in Business Administration, International Business College, Fort Wayne, Indiana, 1978
Professional Designation: Chartered Retirement Planning CounselorSM (CRPC®), College for Financial Planning, 2008
Licensing: Holds FINRA Series 7, 24, and 63 Securities Registrations through Commonwealth Financial Network®, and Variable and Life Insurance Licenses, State of Ohio
Kevin has been in the industry since 1984, when he first joined a national investment firm. He affiliated as an independent financial advisor in 1992. He enjoys his family: his wife, Dalida; and their sons, Adam, Aaron, and Alec. He is past president of the Xenia Rotary Club, past president of Emmanuel Lutheran Church Congregation, and currently serves on the board at Legacy Christian Academy. Kevin has traveled to Haiti annually since 2010 to work at an orphanage in Leogane for underprivileged children.
Bruce A. Newell
Education: Bachelor of Science in Financial Services, Wright State University, 1986
Professional Designation: Investment Professional
Licensing: Holds FINRA Series 7 Securities Registration through Commonwealth Financial Network, and Variable and Life Insurance License, State of Ohio
Bruce is a lifelong resident of Xenia. He graduated from Xenia High School in 1982. Bruce worked in the banking industry for 12 years; the last 2 were spent serving in the investment area of a national trust bank.
He affiliated with LPL in 1999 and moved to Commonwealth in 2014. Bruce’s family includes his wife, Julie, and their two sons, Austin and Travis. Bruce is a member of the First Church of Christ in Xenia.
Beverly began working as an office manager in 2010 under LPL Financial and has been affiliated with Commonwealth since 2014. She currently works with Wichman & Newell as office administrator. She was previously employed as a pricing analyst for Super Value Warehouse before they closed the Xenia location in 2009. Before that, she worked as a backup head teller with National City Bank for four years. Beverly is hands-on with all day-to-day office duties and customer service. In her spare time, she enjoys traveling and spending time with her family.