Cindy is the Ruby Locala Wealth Management team leader and has been in the financial services industry for over 25 years. She is a Certified Financial Planner™ (CFP®), a Chartered Retirement Plan Specialist (CRPS), Senior Vice President - Wealth Management, and Senior Portfolio Manager. Her expertise includes designing & administering 401(k) plans, individual financial and estate planning, and investment management. Cindy has served her community in many ways including President of Medina City Council, Board Chairman of the Medina Area Chamber of Commerce, and a member of the board of directors of several local charitable organizations. She and her husband live in Wadsworth, Ohio.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI

Mark began his career in one of the equity market's most tumultuous times on record - and over the past 14 years, he has helped clients manage their wealth throughout good times and bad. Mark joined UBS in 2012 after 8 years at Merrill Lynch. With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning.  He also helps them with education funding, structures for charitable giving and estate planning. Mark is FINRA-registered and holds the Series 7, 66, 9 and 10 licenses as well as licenses for life, accident, health insurance and variable annuities. His bachelor's degree is in Business from the University of Akron. He and his wife live in Medina, OH with their two sons and daughter.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI

A member of the Team since 2009, Dominic has focused on assisting individuals and families, as well as business owners with their financial planning needs.  His holistic wealth management approach allows him to understand each client's "big picture" goals and aspirations. Dominic advises clients in the areas of retirement planning, investment management, estate & insurance planning and education funding.  He holds Series 7 and 66 licenses as well as life, health & accident and variable annuity insurance licenses. As an Ohio State graduate, Dominic serves on the Board of the Medina County Alumni Association. He and his wife live in Wadsworth, OH with their son and daughter.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI

With over 20 years of experience in financial services, Letty is a Senior Registered Client Service Associate and a General Securities Representative & Principal. She provides our clients and our team with outstanding operating assistance; solving all of the hard problems and making things easier. Letty’s career includes service at Merrill Lynch as a Client Associate and as Client Relationship Manager for the Cleveland Complex. She and her husband live in Brunswick, Ohio with their son and daughter.

Registered States:
OH

Meaghan joined the team in 2015 as a Client Service Associate. Meaghan's focus is providing an exceptional service experience to our clients. She is responsible for organizing our educational seminars, client events and all our marketing needs. Along with Letty, Meaghan works with our clients on a daily basis to meet their needs and expectations . Meaghan graduated from Ohio University and enjoys spending time with her friends, family, and horses. She lives in Broadview Heights.