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

    Senior Vice President–Wealth Management

    Financial Advisor

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    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.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

      Brett Kinzel

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • IL
      • IN
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      • UT
      • VA
      • VI
      • VT
      • WA
      • 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.

      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          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

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              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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