Experience Makes all the difference

Our goal is to provide our clients with investment advice and counsel properly matched to their personal goals and objectives, offered at the highest level of integrity, and supported by consistent service designed to meet or exceed client expectations.

W Frank Courtney

Senior Vice President - Wealth Management
614-460-6544

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Frank is a First Vice President for UBS Financial Services, Inc. After graduating from Kent State University in 1971, Frank started his career with the Xerox Corporation. A native of Youngstown Ohio, Frank received the Distinguished Alumni Award from Cardinal Mooney High School in 2008 and is an active member of the Saint Andrew's Parish in Upper Arlington Ohio. A melanoma cancer survivor, Frank serves as a member of The Duke University School of Medicine Executive Committee. Frank also currently serves on the Advisory Board of the Salvation Army of Greater Columbus.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV


Brent G. Coakley, CFP®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
614-460-7758

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Brent is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and is a CERTIFIED FINANCIAL PLANNER™. He began his career in the Merrill Lynch Private Client Group before subsequently joining UBS Financial Services Inc. in 2003. A graduate of Franklin University, Brent is currently serving on the Professional Advisory Committee at Nationwide Children's Hospital and has been a mentor with the Big Brothers Big Sisters Foundation. Brent and his family reside in Dublin, Ohio.


Registered States:
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV


Thomas P. Reusser, CFP®

Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
614-460-6542

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Tom is a Senior Vice President - Wealth Management for UBS Financial Services Inc., a Senior Portfolio Manager within the UBS Portfolio Management Program and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is from Orrville, Ohio and a graduate of Dartmouth College, where he captained the Dartmouth football team. Tom started his career in 2000 as an investment banking analyst at UBS Warburg in New York. Tom and his wife, Tiffany, have one son, Jude, and two daughters, Ruby and Lila. The Reusser family resides in Dublin, Ohio.


Registered States:
AK, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV


Linda L. Leppert, FPQP®, CRPC®

Senior Registered Client Service Associate
Financial Paraplanner Qualified Professional (FPQP™)
614-460-6552

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Linda started in the investment industry with PaineWebber, our predecessor firm, in 1974. In addition to her NYSE and NASD registrations, she is a Financial Paraplanner Qualified Professional™ (FPQP®) and an Investment Advisor with the SEC. Linda provides oversight of all operations, administration, communications, compliance and regulatory work streams. Linda is a graduate of Bliss College. A Central Ohio resident the majority of her life, Linda and her husband, Mark, have four children and four grandchildren.


Registered States:
FL, MI, NY, OH, WV


Michelle M. McKenzie

Client Service Associate
614-460-6554

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Michelle joined UBS Financial Services, Inc. in 2013 as a Client Service Associate.  She is a graduate of The Ohio State University with a degree in Fashion Design.  A native Ohioan, Michelle is licensed with the New York Stock Exchange, the NASD, and the Ohio Insurance Department.  As co-owner of a Central Ohio business, Michelle understands the issues surrounding small businesses.  Michelle enjoys spending time with her family and giving back to her community.


Registered States:
OH


Jonathan Borchert

Client Service Associate
614-460-6551

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Jon joined The COR Investment Group as a Client Service Associate in September of 2018. A native of Upper Arlington, Ohio, Jon earned both his Master's and Bachelor's degree from Keuka College, where he was a two-time captain of the Keuka College baseball team.  Prior to joining UBS, Jon served as a Management Analyst for the Ohio Industrial Commission. He has also remained active in the local baseball community having previously served as an assistant varsity baseball coach for The Wellington School in Upper Arlington and as the head coach for the U14 Upper Arlington Junior Baseball Association team.   Jon and his fiancée, Emily, reside in Hilliard, Ohio.