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 industry experience since 1984, when he first joined a national investment firm. He affiliated as an Independent Financial Advisor since 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 serving in the investment area of a National Trust Bank.
He affiliated with LPL in 1999. 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.
Rebecca J. Kochsmeier
Registered Service Representative
Education: Bachelor of Arts in Journalism, Cedarville University, 2014
Licensing: Holds FINRA Series 6 Securities Registration through Commonwealth Financial Network
Becca is originally from Elysburg, Pennsylvania. She graduated from Cedarville University in 2014 and currently lives in Cedarville with her husband, Phil, and their daughter, Eliza. Becca joined Wichman & Newell as an office assistant in June 2014 and became a Series 6 Registered Service Representative with Commonwealth in August 2015. In her free time, she enjoys calligraphy, writing poetry/prose, reading, fishing, photography, and spending time with her family. Becca is also actively involved at Grace Baptist Church in Cedarville.
In 2018, she relocated to Wichman & Newell as an Administrative Assistant. Beverly has been affiliated with Commonwealth since 2014. 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 Back Up 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.
Customer Service Assistant
Peggy Currey has been employed by Kevin Wichman since 1995. Associated with Commonwealth Financial since 2014, Peggy is a customer service assistant to advisor Kevin Wichman’s clients. Her duties include generating portfolio review reports for clients and assisting with administrative support in daily office routines. Previously she was employed as office manager for a direct mail company. Peggy has resided in Xenia, Ohio for many years, has two children, and spends her free time gardening and reading.