Family. Wealth. For generations

Family photos on shelf

A culture of service and success, the proof is in our numbers

100+

Collective years of experience

$1 Billion

Assets under management

20

Years in business as a team


Perspective: What a century of collective experience can deliver

Today you need more than information. You need the guidance of advisors who provide perspective that puts information into a context that is relevant to you, your needs and your life.

Successful families, entrepreneurs and executives choose The COR Group because of our:

Experience: 
Our team of credentialed professionals offer 100+ years of combined experience in matters ranging from overall investment planning to comprehensive wealth management.  This time spans four decades and encompasses 11 presidential elections, 9 market corrections, 6 recessions, and 5 major tax law changes. 

Knowledge: Team members hold numerous professional designations and regularly attend advanced research symposiums, evidence of their continuing interest in balancing time-proven disciplines with current investment strategies.  In addition, we actively serve in our community, furthering our knowledge of client needs. 

Strength: Our parent company, UBS AG, offers clients peace of mind, knowing their assets are backed by one of the largest and strongest financial firms in the world. 

Stability: Not only do we offer over 100 years of combined experience, members of The COR Group have been associated with UBS and/or its predecessor, PaineWebber, for nearly all of their 100+ years – a remarkable statement in today's world 

Service: Our team members are readily available, highly accessible, and strongly encourage regular meetings; we take pride in providing our clients with a high quality investment experience and building long-term client relationships. 

Belief: We offer a strict adherence to a fiduciary standard of recommending what is best for you, not just what is "suitable". You can always count on us to place your interests as our top priority.

  • Brent G. Coakley - Profile Photo

    Brent G. Coakley, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MD
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV

    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.

        • Senior Portfolio Manager
        • Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        5007 Horizons Dr.
        Suite 200
        Upper Arlington, OH 43220
      • Thomas P. Reusser - Profile Photo

        Thomas P. Reusser, CFP®

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WV

        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.

            • Senior Portfolio Manager
            • Wealth Advisor
            • CERTIFIED FINANCIAL PLANNER™
            5007 Horizons Dr.
            Suite 200
            Upper Arlington, OH 43220
          • Linda L. Leppert - Profile Photo

            Linda L. Leppert, FPQP, CRPC

            Senior Client Associate

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            • DC
            • FL
            • IL
            • MI
            • NY
            • OH
            • VA
            • WV

            Linda started in the investment industry with PaineWebber, our predecessor firm, in 1974. In addition to her NYSE and NASD registrations, she is a Financial Paraplanner Qualified Professional™ (FPQP®) and an Investment Advisor with the SEC. Linda provides oversight of all operations, administration, communications, compliance and regulatory work streams. Linda is a graduate of Bliss College. A Central Ohio resident the majority of her life, Linda and her husband, Mark, have four children and four grandchildren.

                • Financial Paraplanner Qualified Professional™
                5007 Horizons Dr.
                Suite 200
                Upper Arlington, OH 43220
              • Michelle M. McKenzie - Profile Photo

                Michelle McKenzie

                Client Associate

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                • DC
                • FL
                • IL
                • MI
                • NC
                • NY
                • OH
                • VA

                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.

                      5007 Horizons Dr.
                      Suite 200
                      Upper Arlington, OH 43220
                    • Jonathan Borchert - Profile Photo

                      Jonathan Borchert

                      Client Associate

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                        Jon joined The COR Investment Group as a Client Service Associate in September of 2018. A native of Upper Arlington, Ohio, Jon earned both his Master's and Bachelor's degree from Keuka College, where he was a two-time captain of the Keuka College baseball team.  Prior to joining UBS, Jon served as a Management Analyst for the Ohio Industrial Commission. He has also remained active in the local baseball community having previously served as an assistant varsity baseball coach for The Wellington School in Upper Arlington and as the head coach for the U13 Upper Arlington Junior Baseball Association team. Jon and his wife, Emily, reside in Upper Arlington, Ohio.

                         

                              5007 Horizons Dr.
                              Suite 200
                              Upper Arlington, OH 43220

                            It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Let’s talk legacy

                            Go for the win

                            How you manage your wealth has far-reaching effects. Athletes and entertainers often face unique challenges, circumstances and considerations at a relatively young age, when financial decisions can have a long-term impact on personal wealth. This report highlights critical financial challenges and could be helpful as you navigate your own journey with money.

                            Let's put your plan in place, for today, tomorrow and for generations to come.

                            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

                            Insights