Comprehensive wealth management

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Since 1980, Charles has been devoted to helping individual investors make informed investment decisions related to their short and long-term financial objectives. Charles holds a bachelor's degree from the Kelley School of Business at Indiana University.  He has also completed the rigorous training required to earn the CERTIFIED FINANCIAL PLANNERTM certification from the College of Financial Planning and the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania. 

• Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

• Indiana University, Bachelor of Science Business Administration: 1976 - 1979
• Vincennes University, Associate of Science: 1973 - 1976
• College for Financial Planning: 1985 - 1987

• Certified Investment Management Analyst®
• CERTIFIED FINANCIAL PLANNER™

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Duane Ohly is dedicated to a consultative approach and active portfolio management to help his clients reach their goals.

As a Portfolio Manager and Retirement Plan Consultant, Duane brings a wealth of experience to his role at UBS. After studying Accounting and Marketing at Bowling Green State University, he entered the financial services business.  He started his career at Merrill Lynch in 1991 and joined UBS in 2009.

Duane and his wife Jane live in Sandusky and have three children. When not serving his clients, Duane enjoys boating skiing and travelling.

• Portfolio Manager
• Retirement Plan Consultant

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Brett Kinzel is passionate about helping clients articulate and prioritize their needs and aspirations and then putting together a plan to pursue them.

Brett holds a bachelor's degree in Journalism which he earned at the University of Minnesota. He began his career at Merrill Lynch in 1994 and joined UBS in 2009.

In the summer months, Brett enjoys boating and golf. He is a longtime volunteer at the YMCA and served several terms as Board President.  He also volunteers at the United Way and coaches youth basketball.  He and his wife live in Perkins Township, Ohio and have three grown children

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• CA
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• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
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• KY
• LA
• MA
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• MI
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• NC
• ND
• NE
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• NV
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Since 2002, Thomas Burt has been assisting companies and not for profits with their investments and retirement plans.  After receiving his degree in Finance, Marketing, and Multi-National Business from the Florida State University, Tom moved to Fort Myers, Florida to work with Morgan Stanley. 

 In 2012, Tom moved to UBS to work with the Institutional Consulting Group in Florida. He currently assists the consulting efforts of over 200 UBS Advisors in Florida.

Mr. Burt is a frequent lecturer on investments and the consulting industry. Tom is a past member of the Professional Advisory Committee to The American College and one of the top national fundraisers for the Muscular Dystrophy Association and Gallaudet University, a college for the deaf. He lives in Fort Myers, FL with his wife, Nina, and their daughters Anabella, Siena, and Teagan.

Credentials

• Certified Investment Management Analyst (CIMA^®) from The Wharton School, University of Pennsylvania
• Certified Portfolio Manager, (CPM^®) Columbia University
• Accredited Investment Fiduciary™ (AIF^®) from Fiduciary 360
• Certified Exit Planning Advisor (CEPA®)
• Certified Financial Planner™ Practitioner by The CFP^® Board
• Chartered Financial Consultant (ChFC^®) from The American College
• Chartered Life Underwriter (CLU^®) from The American College Distinctions
• Honorary Key to the City, Bonita Springs, FL
• 40 under 40 Gulfshore Business
• 40 under 40 Gulf Coast Business Review
• 35 under 35 UBS Financial Services, Inc.

• Forbes Best-in-State Wealth Advisors, 2019, 2021The 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.

• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst®
• Certified Portfolio Manager®
• Senior Portfolio Manager
• Certified Exit Planning Advisor

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
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• TX
• UT
• VA
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John began his career in the financial and insurance industry in 2002. John has a unique background working on numerous aspects of clients’ financial matters including risk management, financing, and asset management; providing him with insight into the factors affecting a client’s financial position. Prior to joining UBS in 2012, he has worked at Morgan Stanley Smith Barney, Oswald Trippe & Co. Insurance and Groves Funding. John received his BS in Criminology from the University of South Florida. He is a 4th generation native of Fort Myers and lives there with his wife Tracy and two children, JT and Madison.

Credentials 

• Certified Portfolio Manager, (CPM^®) Columbia University

Distinctions

• Honorary Key to the City, Labelle, FL
• 40 under 40 Gulfshore Business

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Allen has been around the financial industry for much of his life. His mother worked at a brokerage firm for over 18 years, and through this exposure he was able to learn the value of saving and the wealth management process. While attending The University of South Carolina,  Allen completed an internship in the financial services industry. This experience ignited his interest in wealth management and wealth preservation process. After graduating from college, Allen held a successful career as a medical device representative, where he consulted with surgeons and staff for three of the world's largest medical device companies.  While this career was exciting, and ever evolving Allen realized his desire to directly help people was not being met. While Allen was in process personally of interviewing financial advisors for himself he quickly realized the need for quality financial planning advice. He continued to have the feeling everyone he met with was just simply trying to sell me a product.  In early 2018 Allen decided to take a leap of faith and pursue his desire to help others through a career in financial services. His passion for having a positive impact on people's lives and doing all he can for his clients.  Today, Allen takes great pride in offering a concierge level of service to clients as we help guide them through life's biggest challenges. It's the important things – our families, our values, the impact we have on others – that connect us. We help each client answer some of life's questions: "Should I start my own business? Is it better to leave my kids everything? Or nothing? Will my family be ok when I'm gone?" Together, I know we can find the answer. Whatever your concerns, we can help you create a comprehensive financial plan to address your important priorities.

Not only do we help families but small to large business owners and their employees alike.