Lasting relationships. For all that matters

Krenz Locala Ruby Wealth Management - Team Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Start the conversation

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.

Robert Krenz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Rob has significant industry experience in financial services as he has been servicing and working collaboratively with clients since 1990.

Rob's role is most often that of a financial counselor, offering guidance and advice around the issues that are most critical to achieving personal or family financial goals. By carefully analyzing one's personal and family circumstances, while recognizing the constantly changing market and economic conditions that we are faced with, Rob can develop fully customized financial paths to achieving those goals. He, along with his team and resources, will then develop and select portfolios to implement which focus on reaching those stated objectives.

He received a B.B.A. degree in finance and business management from Kent State University and subsequently earned and holds Series 7, 63, and 65 securities licenses, as well as life/health insurance and varable annuity licenses. Rob has also earned both the UBS designation of Portfolio Manager, Portfolio Management Program (PMP), and the industry designation of CRPS - Chartered Retirement Plan Specialist.

Rob resides in Wadsworth, Ohio with his wife, Leighann, and they have two children, Eric and Emily. He is involved in community and charitable organizations.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Kent State University, Finance and Business Management
- Chartered Retirement Plans Specialist℠
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Cynthiea M. Locala, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Cindy has been in the financial services industry since 1984 and has served in several management positions. She was a founder in 1988 of the original parent company of Ruby Locala Wealth Management (Oakwood Financial Group).

She is a Certified Financial Planner™ (CFP®), a Chartered Retirement Plan Specialist (CRPS), Senior Vice President - Wealth Management, and Senior Portfolio Manager. Her experience includes designing & administering 401(k) plans, individual financial and estate planning, and investment management.

She has served her community in many ways including President of Medina City Council, Board Chairman of the Medina Area Chamber of Commerce, and a member of the board of directors of multiple local charitable organizations.

Cindy attended Akron University where she studied business and subsequently earned and holds 11 Securities exam licenses 7,9,10,24,26,28,31, 63,65 66 and SIE as well as insurance licenses.
- Forbes America’s Top Women Wealth Advisors, 2020, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Akron University, Business
- Senior Portfolio Manager
- Chartered Retirement Plans Specialist℠
- CERTIFIED FINANCIAL PLANNER™
Mark V. Ruby

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mark began his career in one of the equity market's most tumultuous times on record - and over the past 14 years, he has helped clients manage their wealth throughout good times and bad. Mark joined UBS in 2012 after 8 years at Merrill Lynch. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, structures for charitable giving and estate planning.

Mark is FINRA-registered and holds the Series 7, 66, 9 and 10 licenses as well as licenses for life, accident, health insurance and variable annuities. His bachelor's degree is in Business from the University of Akron.

He and his wife, Katie, live in Medina, OH with their two sons, Lucca & Leo, and daughter, Cora.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Akron University, Business
- Senior Portfolio Manager
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Dominic P. Ruby

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
A member of the Team since 2009, Dominic has focused on assisting individuals and families, as well as business owners with their financial planning needs. His holistic wealth management approach allows him to understand each client's "big picture" goals and aspirations. Dominic advises clients in the areas of retirement planning, investment management, estate & insurance planning and education funding.

He holds Series 7 and 66 licenses as well as life, health & accident and variable annuity insurance licenses. As an Ohio State graduate, Dominic serves on the Board of the Medina County Alumni Association.

Dominic and his wife, Monica, live in Wadsworth, OH with their two sons, Dominic & Nico, and daughter, Elliana.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Letty Martinez

Team Administrator
View bio
- FL
- OH
With over 20 years of experience in financial services, Letty is a Senior Registered Client Service Associate and a General Securities Representative & Principal. She provides our clients and our team with outstanding operating assistance; solving all of the hard problems and making things easier. Letty’s career includes service at Merrill Lynch as a Client Associate and as Client Relationship Manager for the Cleveland Complex. She and her husband, Ruben, live in Brunswick, Ohio with their son, Josiah, and daughter, Aleena.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Erin Barr

Client Associate
View bio
- FL
- OH
Erin joined the team in 2016. She has been in the financial industry since 2013 and holds her Series 7 securities license. With a strong commitment to accuracy and detail, Erin implements the team's Client Service Model and handles client-facing administrative functions. Erin lives in Canton with her husband, Justin, and two boys Drake & Declan. In her spare time, she enjoys traveling and spending time with friends and family.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321

Robert Krenz

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Rob has significant industry experience in financial services as he has been servicing and working collaboratively with clients since 1990.

Rob's role is most often that of a financial counselor, offering guidance and advice around the issues that are most critical to achieving personal or family financial goals. By carefully analyzing one's personal and family circumstances, while recognizing the constantly changing market and economic conditions that we are faced with, Rob can develop fully customized financial paths to achieving those goals. He, along with his team and resources, will then develop and select portfolios to implement which focus on reaching those stated objectives.

He received a B.B.A. degree in finance and business management from Kent State University and subsequently earned and holds Series 7, 63, and 65 securities licenses, as well as life/health insurance and varable annuity licenses. Rob has also earned both the UBS designation of Portfolio Manager, Portfolio Management Program (PMP), and the industry designation of CRPS - Chartered Retirement Plan Specialist.

Rob resides in Wadsworth, Ohio with his wife, Leighann, and they have two children, Eric and Emily. He is involved in community and charitable organizations.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Kent State University, Finance and Business Management
- Chartered Retirement Plans Specialist℠
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Cynthiea M. Locala, CFP, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Cindy has been in the financial services industry since 1984 and has served in several management positions. She was a founder in 1988 of the original parent company of Ruby Locala Wealth Management (Oakwood Financial Group).

She is a Certified Financial Planner™ (CFP®), a Chartered Retirement Plan Specialist (CRPS), Senior Vice President - Wealth Management, and Senior Portfolio Manager. Her experience includes designing & administering 401(k) plans, individual financial and estate planning, and investment management.

She has served her community in many ways including President of Medina City Council, Board Chairman of the Medina Area Chamber of Commerce, and a member of the board of directors of multiple local charitable organizations.

Cindy attended Akron University where she studied business and subsequently earned and holds 11 Securities exam licenses 7,9,10,24,26,28,31, 63,65 66 and SIE as well as insurance licenses.
- Forbes America’s Top Women Wealth Advisors, 2020, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- Akron University, Business
- Senior Portfolio Manager
- Chartered Retirement Plans Specialist℠
- CERTIFIED FINANCIAL PLANNER™
Mark V. Ruby

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
Mark began his career in one of the equity market's most tumultuous times on record - and over the past 14 years, he has helped clients manage their wealth throughout good times and bad. Mark joined UBS in 2012 after 8 years at Merrill Lynch. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, structures for charitable giving and estate planning.

Mark is FINRA-registered and holds the Series 7, 66, 9 and 10 licenses as well as licenses for life, accident, health insurance and variable annuities. His bachelor's degree is in Business from the University of Akron.

He and his wife, Katie, live in Medina, OH with their two sons, Lucca & Leo, and daughter, Cora.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Akron University, Business
- Senior Portfolio Manager
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Dominic P. Ruby

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
A member of the Team since 2009, Dominic has focused on assisting individuals and families, as well as business owners with their financial planning needs. His holistic wealth management approach allows him to understand each client's "big picture" goals and aspirations. Dominic advises clients in the areas of retirement planning, investment management, estate & insurance planning and education funding.

He holds Series 7 and 66 licenses as well as life, health & accident and variable annuity insurance licenses. As an Ohio State graduate, Dominic serves on the Board of the Medina County Alumni Association.

Dominic and his wife, Monica, live in Wadsworth, OH with their two sons, Dominic & Nico, and daughter, Elliana.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Letty Martinez

Team Administrator
View bio
- FL
- OH
With over 20 years of experience in financial services, Letty is a Senior Registered Client Service Associate and a General Securities Representative & Principal. She provides our clients and our team with outstanding operating assistance; solving all of the hard problems and making things easier. Letty’s career includes service at Merrill Lynch as a Client Associate and as Client Relationship Manager for the Cleveland Complex. She and her husband, Ruben, live in Brunswick, Ohio with their son, Josiah, and daughter, Aleena.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321
Erin Barr

Client Associate
View bio
- FL
- OH
Erin joined the team in 2016. She has been in the financial industry since 2013 and holds her Series 7 securities license. With a strong commitment to accuracy and detail, Erin implements the team's Client Service Model and handles client-facing administrative functions. Erin lives in Canton with her husband, Justin, and two boys Drake & Declan. In her spare time, she enjoys traveling and spending time with friends and family.
175 Montrose West Avenue
3rd Floor
Akron, OH 44321

US banking sector update: Where we are now

Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.

Retirement 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

Lasting relationships. For all that matters

Pursuing your goals together

Robert Krenz

Cynthiea M. Locala, CFP, CRPS

Mark V. Ruby

Dominic P. Ruby

Letty Martinez

Erin Barr