Leonard is the founder and team leader of Kichler Wealth Management.  He is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.  As a Wealth Advisor, Leonard is eminently qualified to provide highly personalized wealth management services to clients. Leonard and his team manage over $550 million as of September 30, 2020. Over the last 17 years, he has put his experience to work for each of his cleints, helping them find the best way forward to pursue the goals that truly matter. He has been named as a recognition club member for top performers every year since joining the firm.  Leonard was also named to Forbes Best in State list in 2019, 2020 and 2021. 

Leonard joined UBS Financial Services, Inc. in 2007 when UBS acquired McDonald Investments, where he had served as a Financial Advisor and Private Banker since 2003.  Previously, Leonard had spent 23 years as a senior banker, serving as Executive Vice President at Metropolitan Bank & Trust and Senior Vice President at National City Corp.

Leonard earned his bachelor's degree in Business Administration from the Ross School at University of Michigan and his M.B.A. from the Weatherhead School of Case Western Reserve University.   Leonard holds his series 7, 66, 13 along with a Health and Life Insurance licenses.  He is a lifelong Clevelander and has four beautiful daughters.  In his free time, Leonard enjoys golf, tennis, music and spending time with family and friends.  He has been involved in a number of civic organizations and currently serves as the Chair of the Advisory Board for the Arthritis Foundation in Northeastern Ohio.

Registered States:
AZ, CO, CT, FL, IL, IN, MA, MD, MN, NC, NY, OH, PA, TX, WI

Conor began his career in the financial service industry in 2013 and joined UBS in 2015 through the Wealth Planning Associate program.  As a Financial Advisor on Kichler Wealth Management, Conor's responsibilities are focused around financial planning, multi-generational relationship management and research.  Conor earned his CERTIFIED FINANCIAL PLANNER™ desingnation in 2017 and since joining UBS has completed over 750 comprehensive financial plans.

Conor earned his B.S. in Economics from John Carroll University.  Conor holds his series 7, 66 along with a Health and Life Insurance licenses.  He grew up on the west side of Cleveland and attended St. Edward High School.  In his free time, Conor enjoys basketball, golf, all things Cleveland and spending time with his wife Niki, family and friends.     

Registered States:
AZ, CO, CT, FL, IL, IN, MA, MD, MN, NC, NY, OH, PA, TX, WI

Lyndsey began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She brings over 15 years industry experience and an elevated level of energy, professionalism and dedication to the team and our clients.

She has a wide range of experience regarding various financial services and is integral part of developing each client's customized strategy.  She communictaes regularly with clients to answer account questions and provides information abou tthe many services available through UBS Financial Services inc.

Lyndsey graduated from The Ohio State University where she obtained her B.S. with focus on Family Financial Management. She currently holds FINRA Series 7 license.

Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel and outdoor activities with family and friends.

Registered States:
OH

George began his employment at UBS during 2019, where he now has the position of Client Service Associate.  He focuses on adminstrative operations for his team and specializes in assisting clients with online applications, simplifying the process for money transfers and account management. He started in the industry as an analyst at Carpenter and Associates, a financial planning and asset management firm located in Athens, Ohio.

George received his bachelor's degree in Financial Planning from Ohio University. He currently holds his series 7 license. George spends most of his free time traveling and has been to over 14 countries.

Registered States:
OH