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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    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.

    • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

        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

        First Vice President–Wealth Management

        Financial Advisor

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        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.

        • Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.

          • 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

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          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
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              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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