Let's move forward. Together.

Brent G. Coakley, CFP

Senior Vice President–Wealth Management

Financial Advisor

Brent is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and is a CERTIFIED FINANCIAL PLANNER™. He began his career in the Merrill Lynch Private Client Group before subsequently joining UBS Financial Services Inc. in 2003. A graduate of Franklin University, Brent is currently serving on the Professional Advisory Committee at Nationwide Children's Hospital and has been a mentor with the Big Brothers Big Sisters Foundation. Brent and his family reside in Dublin, Ohio.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2025, 2026The 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.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

brent.coakley@ubs.com
Brent G. Coakley, CFP
5007 Horizons Dr.,Upper Arlington,OH,43220

Thomas P. Reusser, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Tom is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is from Orrville, Ohio and a graduate of Dartmouth College, where he captained the Dartmouth football team. Tom started his career in 2000 as an investment banking analyst at UBS Warburg in New York. Tom and his wife, Tiffany, have one son, Jude, and two daughters, Ruby and Lila. The Reusser family resides in Dublin, Ohio.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

thomas.reusser@ubs.com
Thomas P. Reusser, CFP®
5007 Horizons Dr.,Upper Arlington,OH,43220

Michelle McKenzie

Senior Registered Client Associate

Michelle joined UBS Financial Services, Inc. in 2013 as a Client Service Associate.  She is a graduate of The Ohio State University with a degree in Fashion Design.  A native Ohioan, Michelle is licensed with the New York Stock Exchange, the NASD, and the Ohio Insurance Department.  As co-owner of a Central Ohio business, Michelle understands the issues surrounding small businesses.  Michelle enjoys spending time with her family and giving back to her community.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • MI
  • NC
  • OH
  • SC
  • TN
  • TX
  • VA
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

michelle.mckenzie@ubs.com
Michelle McKenzie
5007 Horizons Dr.,Upper Arlington,OH,43220

Emily Nevergall

Client Associate

Emily joined the CORE Investment Group as a Registered Client Service Associate in August 2024. Originally from Celina, OH, she is a two-time graduate of Northwestern University Bienen School of Music. Before starting with UBS, Emily worked in the insurance industry where she specialized in Medicare. Emily holds Series 7 and 66 securities licenses, as well as having life and health insurance licenses in Ohio. She is active in her church, as well as volunteering at the Franklin County Dog Shelter.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • MI
  • NC
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

emily.nevergall@ubs.com
Emily Nevergall
5007 Horizons Dr.,Upper Arlington,OH,43220

Christopher Lott

Client Associate

Chris joins The CORE Financial Group as a Client Associate.  He is a two-time graduate of The Ohio State University, earning a BS in Business Administration with a minor in Real Estate, as well as a Specialized Master in Finance.  He currently resides in Marengo, OH, where he was born and raised. In his free time, Chris enjoys fishing and working on classic cars with his dad, and he also holds a Merchant Mariner Credential for offshore boating.

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

christopher.lott@ubs.com
Christopher Lott
5007 Horizons Dr.,Upper Arlington,OH,43220

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