Let's move forward. Together.

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

Michael Kozak

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IA
  • IL
  • IN
  • LA
  • MA
  • MI
  • MO
  • NC
  • NE
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • UT
  • VA
  • WA
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Michael Kozak
30050 Chagrin Boulevard,Pepper Pike,OH,44124

Danielle Shar "Dani" Mackey

Senior Client Associate

Registered States:
  • AZ
  • CA
  • FL
  • OH
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

Danielle Shar "Dani" Mackey
600 Superior Avenue East,Cleveland,OH,44114