Lasting relationships. For all that matters

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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.

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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.

  • Duane Charles Ohly - Profile Photo

    Duane Charles Ohly

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WI

    Duane Ohly is dedicated to a consultative approach and active portfolio management to help his clients reach their goals.

    As a Portfolio Manager and Retirement Plan Consultant, Duane brings a wealth of experience to his role at UBS. After studying Accounting and Marketing at Bowling Green State University, he entered the financial services business.  He started his career at Merrill Lynch in 1991 and joined UBS in 2009.

    Duane and his wife Jane live in Sandusky and have three children. When not serving his clients, Duane enjoys boating skiing and travelling.

        • Portfolio Manager
        • Retirement Plan Consultant
        111 E. Shoreline Drive
        Sandusky, OH 44870
      • Brett Richard Kinzel - Profile Photo

        Brett Kinzel

        Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • MN
        • MS
        • MT
        • NC
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WI

        Brett Kinzel is passionate about helping clients articulate and prioritize their needs and aspirations and then putting together a plan to pursue them.

        Brett holds a bachelor's degree in Journalism which he earned at the University of Minnesota. He began his career at Merrill Lynch in 1994 and joined UBS in 2009.

        In the summer months, Brett enjoys boating and golf. He is a longtime volunteer at the YMCA and served several terms as Board President.  He also volunteers at the United Way and coaches youth basketball.  He and his wife live in Perkins Township, Ohio and have three grown children.

              111 E. Shoreline Drive
              Sandusky, OH 44870
            • Rebecca Canterbury - Profile Photo

              Rebecca Canterbury

              Senior Client Associate

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              • FL
              • MN
              • OH

              Rebecca has been proudly providing service support to clients since 1985.

              She began her career at Prescott, Ball & Turben and since that time has worked for several leading firms. She passed her Series 7 securities exam in 2000 and the Series 66 in 2005.  She joined UBS in 2009.

              Rebecca is the proud parent of a son and daughter and lives in Sandusky, Ohio. In her spare time she loves snow skiing, golfing, boating and running.

                    111 E. Shoreline Drive
                    Sandusky, OH 44870

                  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