Let's move forward. Together.

Curved helix bridge

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Rick L. Cocke - Team Photo

    Rick Cocke

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV

    Rick has more than 34 years of financial services and business experience. He began his career in the financial services industry with PaineWebber in 1984 after ten years as a private business owner. He focuses his efforts on managing individual portfolios for clients using risk management, tax efficient investing and asset allocation models. Rick is committed to a disciplined approach toward asset accumulation, with a long term emphasis.

          5757 Monroe Street
          Sylvania, OH 43560
          rick.cocke@ubs.com
          Rick Cocke
          5757 Monroe Street,Sylvania,OH,43560
        • Justin Matthew Henck - Profile Photo

          Justin Matthew Henck

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WV

          Justin is a Financial Advisor on the Cocke Seffernick Wealth Management Group and has been with UBS since 2015. He collaborates with Rick and Dennis to work with individuals, families, and businesses to help critically weigh the best opportunities for managing and protecting their wealth. Justin earned the professional designation of Charted Retirement Planning Counselor­® or CRPC® from the College of Financial Planning and earned his Bachelor's degree from Ohio Northern University in Business Management. He currently resides in Weston, OH with his wife Kendra and daughters Kolbie and Kyler.

              • Chartered Retirement Planning Counselor
              5757 Monroe Street
              Sylvania, OH 43560
              justin.henck@ubs.com
              Justin Matthew Henck
              5757 Monroe Street,Sylvania,OH,43560
            • Gail E. Hechler - Profile Photo

              Gail E. Hechler

              Wealth Management Associate

              • image
              • image
              • image
              • AK
              • AL
              • AZ
              • CA
              • CO
              • FL
              • GA
              • IL
              • IN
              • KY
              • MA
              • MI
              • MN
              • MO
              • NC
              • NM
              • NV
              • NY
              • OH
              • PA
              • SC
              • SD
              • TX
              • WA

              Gail provides ongoing support for our clients on a daily basis and works with The team to meet all client objectives. She has more than 30 years experience in the finance industry. Gail earned her Associate's Degree in Business Administration from Stautzenberger College, and holds Series 7 and Series 66 Licenses.

                    5757 Monroe Street
                    Sylvania, OH 43560
                    gail.hechler@ubs.com
                    Gail E. Hechler
                    5757 Monroe Street,Sylvania,OH,43560

                  Why does A.I. in space matter?

                  Outlook on interest rates

                  Tree

                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights