Experience

The founder and team leader of Kichler Wealth Management, Leonard leads an experienced team that focuses on high net worth and ultra-high net worth individuals and families who often face complex financial situations. These clients are business owners and top business executives, as well as professionals such as physicians, attorneys and accountants. As one of a small number of UBS Financial Advisors who have earned the designation of Private Wealth Advisor, Leonard provides highly personalized wealth management services, listening carefully to clients’ needs, helping them formulate goals and often working with multiple generations within families.

Leonard joined UBS in 2007 when UBS acquired McDonald Investments, where he had served as a Financial Advisor and Private Banker since 2003.  Previously, he had spent 23 years as a senior banker, serving as Executive Vice President at Metropolitan Bank & Trust and Senior Vice President at National City Corp. His background as a senior officer in a public company helps him empathize with top corporate executives, while his experience as a senior banker is especially useful for those seeking advice on lending, credit card services and other business-related issues. Whatever his clients’ needs, Leonard feels a true sense of satisfaction helping people successfully plan for retirement, children’s weddings, travel, philanthropic giving and any other financial goals they may have.

Leonard graduated with a B.A. in Business Administration from the Ross School at the University of Michigan and holds an M.B.A. from the Weatherhead School of Management at Case Western Reserve University. He is a lifelong Clevelander with four beautiful daughters. He is on the board (and has served as past Board Chair) of the Arthritis Foundation of Northeastern Ohio and In-Motion. In his free time, Leonard is an avid musician and enjoys golf, tennis, spending time with family and friends and traveling.

Conor’s career at UBS began in 2015, when he joined the firm through the Wealth Planning Associate program, where he was tasked with creating/updating and presenting hundreds of financial plans for clients of financial advisors all around Northeast Ohio. This provided him with invaluable experience in a wide range of planning situations that help him serve his clients in his role financial advisor on the Kichler Wealth Management team. Being able to connect with clients, to learn about their families, upbringing, careers, concerns and goals—and then deliver personalized solutions that fit their specific set of circumstances—is the most satisfactory part of his job.

In his role as a financial advisor, Conor focuses on financial planning, investment management and next-generation relationships. In his thirties, he has experienced many of the life events that the team’s clients or client’s children experience—from raising young children to buying first homes—which helps him relate on a personal level to the issues they may face.

Conor grew up on Cleveland’s West Side and has volunteered his time at the Westside Catholic Center since becoming an Associate Board member there in 2017. He loves spending time with his wife, Niki, and their children, Caden and Harper. He stays physically active through basketball, golf and working out, and enjoys cheering on Cleveland’s sports teams, traveling and exploring new cuisines and restaurants.

Brad rejoined the Kichler Wealth Management Team in 2022 having previously worked for the group as in intern in 2018. A Cleveland native, Brad brings deep ties to the community and a commitment to helping individuals and families make thoughtful, informed financial decisions.

Brad earned his Bachelor of Science in Finance from Miami University's Farmer School of Business. While at Miami, he was a member of the university's Student Run Investment Fund where he helped manage a portion of the endowment. He also participated in the Farmer School of Business Korea Winter Olympic Program, spending six months studying the economies, business environments and cultures in Asia including a month training and volunteering at the 2018 Pyeongchang Olympics.

Brad began his career at Ameriprise Financial in Westlake, Ohio where he he obtained his Series 7 and 66 securities licenses along with his Ohio Life, Accident & Health, and Variable Insurance licenses. After returning to UBS Brad spent more than four years supporting the team's client relationships before transitioning into his current role as a Financial Advisor. Today, Brad works closely with clients to design and implement personalized wealth strategies with a focus on long term planning, portfolio construction, and helping families align their financial decisions with their broader life goals. As a CERTIFIED FINANCIAL PLANNER practitioner, he reinforces the team's comprehensive, planning-based approach to wealth management.

Outside of the office Brad enjoys maintaining an active lifestyle. He and his wife Dania are proud homeowners in Cleveland Heights and enjoy spending free time on home projects and renovations. They rescued a kitten who showed up at their doorstep and has since become Brad's second shadow at home. A lifelong aviation enthusiast, Brad is currently pursuing his private pilot's license. Brad is also active in the community, serving as Vice President of The Gathering Place’s Rising Leaders Council and as a trustee for the Forest Hill Home Owners Association.

In her role as the team’s Senior Client Service Associate, Lyndsey brings over 20 years industry experience as well as a high level of energy, professionalism and dedication to working with the team and its clients. With her wide range of knowledge regarding financial services, she communicates regularly with people to answer questions and address any issue they may have. She enjoy building strong relationships with clients and their families and helping them meet important financial goals.

Lyndsey graduated from Ohio State University where she obtained her B.S. with focus on Family Financial Management. She began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She currently holds FINRA Series 7 license and is an integral part of developing customized client strategies, with a focus on the discovery process in regard to financial planning.

Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel and outdoor activities with family and friends.