Lasting relationships. For all that matters

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.

Cincinnati Office

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.

  • Mike Mckay

    Michael McKay

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IN
    • KY
    • LA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WI
    • WY

    CA Insurance Lic: OE32960

    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.

    • Xavier University, Marketing, M.B.A.
    • Louisiana State University, Chemical Engineering, B.S.
    • Wealth Advisor
    Financial planning
    Legacy planning
    Retirement planning
    Education planning
    Estate planning strategies
    Structured products
    312 Walnut Street
    Suite 3300
    Cincinnati, OH 45202
    mike.mckay@ubs.com
    Michael McKay
    312 Walnut Street,Cincinnati,OH,45202
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    Kelsey McKay

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • IL
    • IN
    • KY
    • LA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

          312 Walnut Street
          Suite 3300
          Cincinnati, OH 45202
          kelsey.mckay@ubs.com
          Kelsey McKay
          312 Walnut Street,Cincinnati,OH,45202
        • heather-mardis

          Heather Mardis

          Investment Associate

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          • FL
          • KY
          • NY
          • OH
          • TX

          Heather joined UBS in 2008. She has 25 years experience in the financial services industry. Heather holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities.

                312 Walnut Street
                Suite 3300
                Cincinnati, OH 45202
                heather.mardis@ubs.com
                Heather Mardis
                312 Walnut Street,Cincinnati,OH,45202
              • lorelei-tumino

                Lorelei Elisabeth Tumino

                Client Associate

                Accredited Asset Management Specialist

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                • CA
                • CO
                • CT
                • FL
                • GA
                • IN
                • KY
                • LA
                • MA
                • MD
                • MI
                • NC
                • NY
                • OH
                • PA
                • SC
                • TN
                • TX

                Lorelei joined UBS in 2016. She has 10 years experience in the financial services industry. Lorelei holds Series 7 and Series 66 securities licenses and is insurance licensed in Life, Health, Accident & Variable Annuities. She has also earned her AAMS® (Accredited Asset Management Specialist) designation through the College for Financial Planning.

                    • Accredited Asset Management Specialist
                    312 Walnut Street
                    Suite 3300
                    Cincinnati, OH 45202
                    lorelei.tumino@ubs.com
                    Lorelei Elisabeth Tumino
                    312 Walnut Street,Cincinnati,OH,45202

                  Defining your priorities. Pursuing what matters.

                  Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                  House View Monthly

                  Mountain climbers on peak at sunrise

                  A leading global wealth manager

                  Clients sitting with advisor

                  Empower your investments

                  couple on beachfront

                  UBS Wealth Way

                  Wealth from your point of view

                  An approach that works for your entire financial life
                  Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

                  4 person

                  seasoned team

                  $250 million

                  Assets under management


                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Financial strength

                  Driving confidence.
                  A-  Standard & Poor’s
                  A  Fitch
                  A3
                    Moody’s


                  UBS AG, long-term senior secured debt rating. As of 03/31/2024

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