Let's move forward. Together.

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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.

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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

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    • AK
    • AL
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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
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    • LA
    • MA
    • MD
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    • 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
        • Justin Matthew Henck - Profile Photo

          Justin Matthew Henck

          Vice President–Wealth Management

          Financial Advisor

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          • AK
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          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
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          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • 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
            • Gail E. Hechler - Profile Photo

              Gail E. Hechler

              Wealth Management Associate

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

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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