Retirement planning. It's about time.

Kozak Zarlenga - Team Photo

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple surfboards

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.

  • Michael Kozak - Profile Photo

    Michael Kozak

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MI
    • NC
    • NY
    • OH
    • PA
    • SC
    • UT
    • VA
    • WA

    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.

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
        • Jaime Zarlenga Siegler - Profile Photo

          Jaime Zarlenga Siegler, CFP

          Account Vice President

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • CA
          • FL
          • IL
          • OH
          • UT

          Jaime is a CERTIFIED FINANCIAL PLANNER based in the Pepper Pike, Ohio branch. She has been working in the financial services industry since 2000. Her financial services career started as a Licensed Broker at E*Trade Financial, and was formerly with McDonald Investments.

          Jaime focuses on financial planning for the team. She enjoys helping clients develop a roadmap for their financial future through our very detailed financial planning process.

          After graduating with a B.S. in finance, with honors, from The Ohio State University's, Fisher College of Business, she went on to earn her Series 7, 63, 65, insurance licenses, and also attained her CERTIFIED FINANCIAL PLANNER certification in 2011.  Jaime enjoys spending time with her family in Bainbridge, where she resides with her husband, Jason, and their children, Gianna and James.

            • The Ohio State University, B.S. in finance
            • CERTIFIED FINANCIAL PLANNER™
            30050 Chagrin Boulevard
            Suite 200
            Pepper Pike, OH 44124
          • image

            Danielle Shar "Dani" Mackey

            Senior Client Associate

            • image
            • image
            • image
            • CA
            • OH

                  600 Superior Avenue East
                  26th + 27th Floor
                  Cleveland, OH 44114

                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

                Insights