Insight-based advice

Core

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Oculus NYC

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.

  • Don

    Donald Nickerson

    Executive Director

    Branch Manager

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    • AK
    • AR
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    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
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    • MT
    • NC
    • NH
    • NJ
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    • OH
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    • OR
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    • WV

    Utilizing the philosophy that investing is an on-going, long term process Don offers a  unique perspective to the financial planning services gained from his successful career as a financial advisor, regional sales manager, business development coach and Branch Manager.   He partners with his clients to help control emotions as they deal with unpredictable market cycles, planning for risk control, tax efficiency and generational transfer of appreciated assets.

    Don graduated with a B.S. from Wesley College in Dover, Delaware.   He is FINRA-registered and holds the Series 3, 6, 7, 9, 10, 63 and 66 securities licenses, as well as life, health and long-term care insurance licenses.

    He and his wife Lisa make their home in Anderson Township, OH with their two children, Ava and Brody.

      • Wesley College, B.S.
        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
      • Chris

        Christopher Pennington

        Senior Wealth Strategy Associate

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        • AK
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        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
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        • UT
        • VA
        • WA

        Chris joined UBS in 2013 to pursue his interest in finance. His focus is developing wealth planning strategies to assist his clients to retain and build wealth for themselves and their family.  Planning for education expenses, long-term care, financial support to children and parents and preserving their lifestyle throughout retirement are of paramount importance.

        Chris graduated with a 4.0 GPA from the University of Kentucky with degrees in economics, political science and Japanese studies. He earned the Martin Award for Outstanding Senior in Economics in 2005.  His previous work experience was in television/media and international exports.  He is FINRA-registered and holds his Series 7 and 66 securities licenses, as well as life, health and long-term care insurance licenses and has earned his CERTIFIED FINANCIAL PLANNER™ certification .

        A Northern Kentucky native, Chris and his wife Kelly were married in 2008. They reside in Taylor Mill, Kentucky with their two daughters. In his free time, Chris enjoys reading, writing, tennis, NFL football and running.

          • University of Kentucky, Economics, Political science and Japanese studies
          • CERTIFIED FINANCIAL PLANNER™
          312 Walnut Street
          Suite 3300
          Cincinnati, OH 45202
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          Julie Brooks

          Senior Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • KY
          • LA
          • MI
          • NC
          • OH
          • PA
          • SC
          • VA

          Joining PaineWebber in 1975, Julie has continuously partnered with her advisors building strong relationships and working to retain our most valued asset, our clientele.  Becoming familiar with each individual and building a personal, holistic relationship to ensure our clients' needs are met is the foundation of our service model and of paramount importance to our practice.

          Julie is FINRA-registered and holds her Series 7 and 63 securities licenses.

          A Cincinnati native, she and her husband Jim were married in 1983 and have one daughter and a son.

                312 Walnut Street
                Suite 3300
                Cincinnati, OH 45202
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                Mary Werdmann

                Associate Director

                Team Administrator

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                • AR
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                • CO
                • CT
                • DC
                • FL
                • GA
                • IL
                • IN
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                • KY
                • LA
                • MA
                • MD
                • ME
                • MI
                • MT
                • NC
                • NH
                • NJ
                • NM
                • NY
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
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                • VA
                • WA

                Mary Ann began her career with PaineWebber in 1980 working in the Operations Department.  During the ensuing years she held positions with Kidder Peabody Operations and USF&G Marketing Services in the product development and marketing area before returning to PaineWebber 1991 as Operations Manager.  In 2004, she moved into the Administrative Manager role overseeing compliance within the branch and in May, 2011, joined the Bitsoff Mohn Wealth Management team.

                Mary Ann is FINRA-registered and holds the Series 7, 9, 10 and 66 securities licenses, as well as life, health and long-term care insurance licenses. 

                A lifelong resident of Cincinnati, she and her husband Michael were married in 2005.

                      312 Walnut Street
                      Suite 3300
                      Cincinnati, OH 45202
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                      Glenn Mohn

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AK
                      • AR
                      • AZ
                      • CA
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                      • CT
                      • DC
                      • FL
                      • GA
                      • HI
                      • IL
                      • IN
                      • KS
                      • KY
                      • LA
                      • MA
                      • MD
                      • ME
                      • MI
                      • MN
                      • MO
                      • MT
                      • NC
                      • NH
                      • NJ
                      • NM
                      • NY
                      • OH
                      • OK
                      • OR
                      • PA
                      • RI
                      • SC
                      • TN
                      • TX
                      • UT
                      • VA
                      • WA

                      Educating clients regarding investing, risk tolerance and comprehensive estate planning are primary considerations of Glenn's wealth advisory practice. Incorporating an understanding of the role of asset titling is critical to preserving and protecting one's legacy to the next generation.  With emphasis on the process of identifying needs, implementing strategies and utilizing risk considerations he partners with his clients to develop a formula to retain and grow wealth while minimizing risk.

                      Glenn graduated with a B.S. from Queens College, City University of New York, has earned his CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Management Analyst designation as well as his Certified Employee Benefits Specialist designation sponsored by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania. He is FINRA-registered and holds the Series 7, 31, 63 and 65 securities licenses, as well as life, health and long-term care insurance licenses.

                      Glenn's financial services career began in 1980 after serving in the United States Marine Corp. He and his wife Sara, an Army veteran, have been married since 1998 and have a daughter and two sons.

                        • Queens College, City University of New York, B.S.
                        • CERTIFIED FINANCIAL PLANNER™
                        • Certified Investment Management Analyst®
                        • Chartered Retirement Plans Specialist℠
                        • Managed Accounts Consultant
                        • Wealth Advisor
                        312 Walnut Street
                        Suite 3300
                        Cincinnati, OH 45202

                      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