Senior Vice President–Wealth Management
Financial Advisor
Mike Kozak has 20 years experience in financial services working as a Senior Vice President of Investments in the Pepper Pike, Ohio branch.
Our team's main area of focus is in investment consulting services. We strive to understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make.
Mike received a B.S. in Finance from the University of Toledo and earned his Series 7, 63, 65 and insurance professional licenses. Mike enjoys traveling, golf and spending time with his wife, Jenni, and their three children Aidan, Emma, and Laney.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Mike Kozak has 20 years experience in financial services working as a Senior Vice President of Investments in the Pepper Pike, Ohio branch.
Our team's main area of focus is in investment consulting services. We strive to understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make.
Mike received a B.S. in Finance from the University of Toledo and earned his Series 7, 63, 65 and insurance professional licenses. Mike enjoys traveling, golf and spending time with his wife, Jenni, and their three children Aidan, Emma, and Laney.
Let's connect
Senior Client Associate
Senior Client Associate
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.
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.
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